Senior Accountant

• Supervises Intermediate and Junior Accountants
• Requires experience as a CPA or CMA
• Ability to guide and monitor other team members
• Ability to work autonomously and with limited supervision

Technical expertise

• Accounts Payable – reviews payment list prepared by junior accountant, and loaded payment in bank. Reminds approvers to authorize payment processed
• Bank and Credit Card Reconciliation – review of bank transactions to ensure correct reconciliation, ensure transaction coded to right account,
• Payroll – New employee set up for clients’ employees’ payroll
  • Final review of details in Xero
  • Ensure 100% accuracy and completeness of all employee data, fax file declarations in Xero, bank account and super details are correct
  • Final review of set up of annual leave and sick leave accrual and ensure everything is correct in accordance with employee contract
  • Provide assistance during preparation of payroll, ensure payroll process is delivered on time to client and all instructions are included
  • Provide assistance in technical payroll matters
  • Create calculation templates to streamline process
• Management Reporting – Unadjusted and adjusted management report
  • Assist in finalizing tasks for submission of report
  • Ensure management report is sent to client on time
  • Ensure no outstanding items sit in bank feed
  • Reconcile items
  • Review to ensure invoices are recorded and coded properly
  • Provide assistance and guidance to team to deliver report to client on time
  • Review report prior to submitting to Team Lead for approval
• Board reporting – monitor month end processes and final review of accounts before submission to Team Lead.
• Compliance – IAS, BAS, FBT, Payroll Tax, Superannuation, Payment Summaries
  • Ensure compliance is on time to avoid unnecessary penalties to client
  • Sending email reminder to clients to pay on time
  • Final review of reports
  • Submit reports to Client Manager for review
  • Instruct Intermediate accountant to send group certificates to client for review and payment summaries to clients employees
  • Assist Intermediate Accountant in finalizing workpapers and FBT returns before submitting to Team Lead

Client Service

• Identifies process improvements in the clients’ business processes and recommends courses of action
• Supports the clients and their employees with accounting requirements
• Recognises and acknowledges the client and their employees needs
• Undertakes actions that meet the clients expectations
• Takes responsibility for response and outcomes
• Acts with integrity and professionalism in interacting with clients and co-employees

Problem Solving Ability

• Weighs pros and cons and impact of alternatives.
• Ability to work through client issues and provide appropriate recommendations to resolve.
• Able to prepare written responses for clients around compliance issues including the approach to resolving them.
• Undertakes optimal course of action keeping others informed when appropriate.

Process and continuous Improvement

• Suggests process improvements
• Contributes to team discussion relating to continuous improvements in business and procedures
• Actively encourage junior staff to contribute to discussions relating to business processes and procedures.

Quality assurance

• Continually follow the standard processes and procedures of the organisation.
• Take actions to ensure team members follow standard processes and procedures.
• Report breakdowns or weaknesses in processes and procedures to management for review.
• Contribute to the preparation and improvement of standard processes and procedures.

Time management

• Ensure that work is prioritized in accordance with business priorities and instruct junior members to do same
• Ensure daily timesheets are accurately maintained and presented on a timely basis.
• Ensure on-time attendance to work in accordance with internal policies and procedures.

Internal

• Client Manager
• Intermediate Accountants
• Junior Accountants

External

• Clients
• Governing Bodies
• Australian Taxation Office
• Regulators
• Professional Bodies

Skills

• Strong financial analysis skills
• Excellent time management skills;
• Matured and hardworking;
• Excellent communication skills both written and verbal
• Excellent organization and analytical skills;
• Able to work under pressure and achieve expected result
• Competent in the use of Xero,
• Competent in the use of Microsoft Officer Suite products including Word, Excel

Experience

• Bachelor’s Degree in Accounting / Finance;
• 5+ years’ experience in the same capacity;
• Preferably CPA or CMA
• Working knowledge of financial reporting standards (PFRSs – in Phillippines)
• Knowledge and experience working with FBT, BAS, IAS, GST, payroll tax, group certificates, payment summaries, SGC, and Australian accounting practices

Competencies

1. Delegation:
   ○ Allocating task responsibilities and decision-making authority to appropriate team members, optimizing their time and skills and potential for success.
2. Mentoring:
   ○ Sharing greater knowledge to support the development of junior employees.
3. Accountability
   ○ Takes personal accountability for one’s job and job functions
4. Client Service Orientation
   ○ Listens to and makes efforts to understand the clients needs; prioritizing client satisfaction.
5. Communication:
   ○ Constantly communicates in a team environment to ensure team members remain abreast of processes and task status.
6. Initiative:
   ○ Is proactive in the workplace and shows initiative to resolve tasks, escalating if necessary.
7. Time Management:
   ○ Ensures assignments are successfully completed and within expected timeframes.
8. Team Work:
   ○ Actively participates as a member of a team to help ensure that the team achieves its objectives.