Job Purpose

To assist the Operations Manager with accounting services for a range of clients.

Client relationship management:
- Primary contact for your clients
- Communicate proactively with clients to understand their needs
- Articulate the value of our services outside of annual accounting preparation to clients
- Monitor scope of work and fees
- Advise client of change in scope and fees
- Monitor level of service to ensure it meets clients’ exp

Annual accounting and compliance:
- Review work assigned to other team members
- Support Team Leaders and Operations Manager
- Interview clients
- Complete key project management tasks as assigned
- Prepare proposals for services
- Support sales and marketing departments to implement projects
- Prepare and review other compliance returns
- Monitor tax payments for clients
- Prepare tax updates and finance applications
- Prepare monthly management accounts and attend client meetings
- Troubleshoot cashbook issues for clients
- Prepare cashflow forecasts, actual to budget analysis, variance analysis, and offer profit improvement strategies to clients
- Prepare letters, proposals and Business Plans
- Prepare business valuation reports
- Provide support for Financial Awareness Coaching
- Provide support for sales and purchases and due diligence

Workflow management and job budgets:
- Understand OneHQ Limited’s workflow expectations
- Use the tools and procedures available to monitor progress
- Manage WIP budgets and turnaround time proactively
- Deal with client challenges and roadblocks in a timely manner
- Monitor accuracy of work completed
- Achieve lodgement due dates
- Ensure sufficient workflow

Service and business development:
- Identify opportunities for additional services
- Sell and deliver additional services
- Ask for referrals
- Engage in ongoing professional development
- Develop external networks and referral relationships

Team leadership and development:
- Communicate expectations and job requirements clearly (scope of work, fees, turnaround time)
- Delegate effectively
- Provide feedback on work in progress
- Provide feedback on quality of work completed

Qualifications and experience:
- Minimum of 4-5 years of Public Practice experience
- CA / CPA Certification or intending to complete
- Proven experience with Xero / MYOB / QuickBooks

Core Competencies:
- Analytical and problem solving skills
- Excellent written and verbal communication skills
- Highly effective relationship management skills
- Planning and organisational skills
- High quality of working papers
- High degree of accuracy, responsibility and attention to detail
- Adherence to internal procedures