Responsible for the reliable production of financial and advisory services in a timely manner. In doing so they must manage workflow, build/develop their team and support the Director in developing and strengthening client relationships.
Key Tasks and Responsibilities
Delegate the preparation of financial statements including monthly, quarterly and annual BAS's and income tax returns and where necessary assist with completion of more complex projects
Resolve accounting discrepancies and irregularities
Provide matters for consideration for review by Directors
Research taxation matters and communicate findings with Directors
Writing technical tax advice and management reports for clients
Deliver advisory based services to clients
Prepare fee agreements for projects for approval by Director, before commencement of the work
Manage WIP, including invoicing in accordance with agreed fee arrangements
Identify potential areas of compliance risk and develop/implement corrective actions
Experience, Skills and Qualifications
Minimum 6 years' experience in Australian Public Practice is preferred, demonstrated equivalent commercial experience may be considered.
Bachelor Degree in a relevant subject
Advanced knowledge of accepted accounting practices and principles
Advanced knowledge of applicable business and tax laws, codes and regulations
Demonstrated leadership and coaching experience
Demonstrated understanding of client business and investment goals
Ability to engage and develop relationships with clients
Confident communication (verbal and written)
Ability to analyse, interpret, reconcile and communicate financial information
Ability to plan and coordinate activities, prioritise, monitor and evaluate workflows and continually assess and improve effectiveness of financial processes
Decision Making and Delegating Authority
Managers are encouraged to work autonomously within the scope of their role and make decisions to complete work on a reliable basis. Key issues and decisions need to be included for review as Matters for Consideration including suggested options for discussion with clients
Direct client contact and general advice is expected. All other advice must be approved by a Director
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