_{27th March, 2025}

About the role
To provide accurate taxation and accounting services to a diverse range of clients, within budget and in accordance with firm procedures.

Required Qualifications/ Experiences (Must Have)

• A Bachelor of Business or Commerce degree with an Accounting major or similar.
• 2 years of Australian public practice experience.
• Proficiency in Xero and Xero Tax.
• Working knowledge of the Australian Taxation Act related to small business for individuals, trusts, companies, and superannuation funds.

• 3-4 + year’s experience MINIMUM (similar role)
• Understands Australian GST, super, payroll…. But if they have 3-4+ year’s experience, then I would expect them to have an understanding of this
• Proficient with Xero and knows how to use Xero autonomously  
• Preparation and presentation of accounts/financial statements… knows journals
• Preparation of tax returns (all entities)

• Xero and Xero Tax (Essential).
• MYOB, QuickBooks.
• MS Word, Excel, and Office Suite.

• Preparation of tax returns for companies, trusts, and individuals.
• Preparation of financial accounts for companies and trusts.
• Preparation of cash book.
• Perform bank reconciliations.
• Preparation of income tax and GST reconciliations.
• Preparation of Business Activity Statements.
• Identify and attend to all related tax matters for clients, including but not limited to Division 7A, Fringe Benefits Tax, and CGT.
• Keep abreast of tax legislation changes.
• Prepare and maintain adequate working papers that support assumptions made and opinions given in accordance with firm procedures.
• Support Manager with client service administration, including service agreement preparation, WIP & billing management.

• Manage own time and progress against budget, deadlines, quality, and compliance.
• Advise Principal of potential budget over-runs.

• Ensure productivity levels meet or exceed budget expectations (90%).
• Prepare and draft client bills.
• Discuss recoverability of WIP with Principal and ensure WIP levels are managed.
• Ensure all tasks are performed in accordance with firm procedures.
• Actively assist in firm's debt collection.

• Outcome-focused, delivering work priorities to agreed quality and timeliness standards.
• Strong team relationship skills, building effective relationships and providing quality outcomes.
• Team membership skills, contributing effectively to meetings and supporting team decisions.
• Self-management skills, planning tasks, accepting responsibility, responding positively to feedback, and pursuing continuous improvement.
• Perseverance in the face of challenges and reliability in fulfilling commitments.

• Xero and Xero Tax (Essential).
• MYOB, QuickBooks.
• MS Word, Excel, and Office Suite.