Position Summary

Accountants manage their own performance, work in progress, and billing under the guidance of a Manager. All work is produced to the highest standard. They’re expected to learn and adhere to the firm’s policies, procedures, and best practice.


Key Responsibilities

Manage your own performance

– Understand productivity targets: make sure your week is

planned with an adequate level of work.

– Attend team huddle meetings to discuss capacity, workflow

and any assistance required.

– Ensure all write-offs are investigated, discussed and analysed

with your Manager along with strategies for avoiding repeats

in future.

– Uphold quality processes, services and products in line with

our brand values and commitment to service.

– Review clients’ electronic MYOB, QuickBooks and Xero files,

prepare and process journal entries.

– Prepare interim and end of year accounts, financial

statements, income tax returns, FBT returns, activity

statements and workpapers for individuals/sole traders,

partnerships, trusts and companies.

– Complete required documentation and liaise with clients and

team regarding the establishment of new companies and


– Assist with the tax planning process, including preparing

calculations, analysis and schedules.

– Assist with the preparation of budgets, cashflows and

financial forecasts.

– Research and assist with the preparation of client

correspondence and advice.

– Research and respond to queries from clients and team.


Manage workflow, work in progress and billing

– Report all outstanding WIP to your Manager each month so

you can work out a game plan together.

– Identify top ten WIP to bill each month and prepare invoices

in time for billing.

– Ensure that bills are prepared and that draft bills and WIP are

ready for review and approval each month.


Develop accounting knowledge and expertise

– Attend on the job training, coaching and mentoring to

improve your technical expertise.

– Identify and promote areas for own training and follow-up

development, monitoring progress each month.

– Request feedback from Manager on own performance and

action where required.

– Attend monthly review meetings with Manager to review the

previous month and plan for the next month.

– Review Career Development Plan every quarter to assess the

progress of training and goals. You’re responsible for driving

your own career development, and we’ll support you.


Work is completed on time and meets client expectations

– Ask questions regarding expectations and job requirements

(scope of work, fees, turnaround time) so you can provide an

exceptional service for clients.

– Deadlines for completion are agreed at the start of all jobs

and discussed with Manager in every instance where these

are not met. Always be aware of potential roadblocks and

delays so you can work together on a solution.

– All jobs have a client engagement agreement and scope of

work in place (if over $2k) before work commences.


Manage Debtors

– Liaise with Manager regarding outstanding client invoices.

– Where directed, communicate with clients regarding

outstanding invoices.


Manage ATO lodgment process

– Ensure all ATO documents are lodged on time.

– Review tax agent list for client due dates each month.

– Discuss status of all lodgments with Manager each week to

determine reasons for delay.



– Deals proactively with technical issues and learns from review points · Resolves problems in a timely manner and follows up to ensure problems are solved satisfactorily. · Strong written and verbal communication skills · Relationship management skills · Planning and organizational skills

– Able to manage own workload and establish priorities. · Seeks to identify and address workflow issues clearing roadblocks.

– Strives to achieve own KPIs.

– Communicates clearly and in a timely manner with team and clients ensuring they always know what’s happening and why.

– Takes responsibility for own personal and technical development.

– Seeks regular feedback on performance and actions accordingly

– Courage – being strong and taking ownership.

– Respect – sincere and honest interaction.

– Excellence – exceeding expectations because we care.

– Fun – living life with passion.

– Trust – we have your back and do what we say

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