Assist with the preparation of monthly, quarterly and annual compliance requirements for all client types including: Activity Statements, Annual STP reconciliation and reporting TPAR Reporting (including review of subcontractor payments) FBT returns (including the calculation of employee contributions where required) Income tax returns Financial statements Div 7A loan reviews (including completion of loan documents using NTAA templates and calculations of minimum repayment and interest requirements, completion of dividend statements for companies)
Review of trust distribution minutes to assist with finalization
Completion of SMSF compliance requirements (including Transfer balance reporting, preparation of financial statements and income tax returns, activity Statements, annual pension reviews
Review of fund documents and flagging updates required on permanent items such as Binding Death Benefit nominations and Fund Investment Strategies)
Accurately code and process client transactions using cloud-based accounting software such as Xero and MYOB
Perform bank, credit card, loan, and GST reconciliations
Assist with payroll reconciliations, PAYG Withholding, and superannuation compliance
Support senior team members in the completion of year-end workpapers and review checklists
Maintain accurate client records and ensure all relevant documentation is filed appropriately
Assist with ATO lodgments and correspondence
Stay up to date with current tax and accounting standards relevant to your role and level
Assist with workflow tracking and time entry to meet internal billing and productivity targets
Collaborate with team members to support a positive workplace culture and uphold professional standards
Provide support to bookkeeping staff as needed, including data entry, reconciliations and Activity Statement preparation
Contribute to team initiatives such as social media content, development of an Accounting Blog for our website, and process improvement where applicable
Take responsibility for your own learning and development, with regular feedback and mentoring from senior team members
Monitor client workflows, prioritize tasks, and manage deadlines effectively
Any ad hoc work as required by partners or clients
Requirements
Bachelor’s degree in accounting, commerce or a related field
CPA/CA/IPA qualification (not essential)
Previous experience working in accounting with a specific focus on Australian taxation
Excellent interpersonal and communication skills
Demonstrated high level of attention to detail
Strong organizational and time management abilities
Ability to maintain confidentiality and handle sensitive information with professionalism
Problem-solving mindset and ability to work autonomously as well as actively as part of a team
Advanced understanding of Australian accounting processes, systems and workflow processes
Previous exposure to accounting practice management software
High level proficiency in Microsoft Office Suite and Small business accounting software (MYOB, Xero, Quickbooks etc.)
Demonstrated willingness to adapt to modernized technologies when upgrades are identified and implemented
Some understanding of ATO and ASIC reporting software and requirements
Team-focused with a proactive and collaborative attitude.
Tech Stack
Cloud
Benefits
HMO, Dental, and Life Insurance for you and one free dependent from day one (with the option to enroll additional dependents)
Paid Leaves: Birthday, Vacation, Medical, and Maternity (up to 6 Vacation Leaves are convertible to cash on your anniversary)
Employee Engagement Activities: Year-End Party, Family Day, Team Building, and more!