Accountant

Position Overview

This role is ideal for an accountant who is not yet a graduate or at a senior-level but aspires to progress to that stage. You will manage a portfolio of clients and associated tasks daily, ensuring deadlines are met, maintaining effective communication with your team, and striving to exceed client satisfaction. You will work under the guidance of both the Senior Accountant and the Manager.

Key Responsibilities

• Manage your own individual work reports and tasks.
• Assist the Senior Accountant and Manager by fulfilling designated duties.
• Prepare Business Activity Statements (BAS), Income Tax Returns (ITRs), and Financial Statements.
• Conduct reviews of BAS and individual ITRs before sending them to clients.
• Provide support in preparing for Tax Planning consultations.
• Help prepare for Virtual CFO and Management reporting meetings as needed.
• Offer proactive suggestions to enhance client systems and workflows.
• Draft responses to client inquiries for approval by the Senior Accountant.
• Manage and monitor weekly utilization via the Workflow Capacity Spreadsheet.
• If underutilized, communicate proactively with managers to secure additional work.
• If over-utilized, alert managers to assess client workload.
• Review and allocate mail folders, consulting with senior staff when uncertain.
• Engage in developing and implementing accounting policies, procedures, and operational improvements, including process and system updates.
• Maintain a continuous focus on improving efficiency in systems and business practices.
• Recommend necessary changes and ensure compliance with company policies and procedures.