Senior Accountant

We have an exciting opportunity for a hardworking and organised Senior Accountant to join our fast-growing Accounting & Bookkeeping business.

We are a team of talented accountants who are passionate about the industry and always looking for constant improvement.

As a business, we love technology and automation. We keep up to date with all the latest apps to ensure that we will always give the best and up-to-date advice to our clients.

Duties and Responsibilities:

1) Client Onboarding

• Manage the end-to-end onboarding process for new clients, including initial discovery, setup, and transition.
• Review and analyse client financial data, business structures, and reporting requirements.
• Establish accounting systems, processes, and reporting templates in accordance with client needs.
• Coordinate with internal departments (payroll, tax, bookkeeping, advisory) to ensure consistent service setup.
• Train staff on relevant systems or reporting tools, ensuring understanding and compliance.

2) Service Delivery & Client Management

• Oversee and deliver ongoing accounting and financial reporting services to a portfolio of clients.
• Prepare and review monthly/quarterly management reports, reconciliations, BAS, and financial statements.
• Ensure accuracy and timeliness of all deliverables
• Provide proactive insights and recommendations to clients for process improvement or efficiency gains.
• Manage client queries and escalations with professionalism and a solutions-focused approach.
• Maintain strong relationships with clients, fostering trust and long-term partnerships.

Requirements:

• At least 6 years of experience in a similar role
• CPA or CA Qualified (or equivalent)
• Must be proficient in Xero and MYOB
• Advanced Excel skills
• Highly attentive to detail
• Be able to work independently as well as part of a team
• Quickbooks, JobAdder and Deputy experience is preferred but not required

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