About our client:
An Australian organisation which provides professional business services, supporting clients in achieving business growth through expert financial management.
About the role:
This role involves working with larger clients, complex business structures, and high-net-worth individuals, delivering accounting, tax, and advisory services, while also supporting junior team members.
Key responsibilities:
1. Client Focus
- Prepare financial statements, tax returns, activity statements, bookkeeping, and other tasks as required, including all associated electronic workpapers for clients across various industries and structures.
- Work diligently to prepare information in a timely manner, with strong attention to detail, while striving to minimise rework.
- Actively apply concepts learned from technical training to improve client outcomes and take on increasingly complex and challenging tasks.
- Provide professional and timely communication to the team to ensure efficient client service.
- Identify value-add opportunities for the Firm to provide additional support to clients.
2. Team Focus
- Collaborate effectively with both onshore and offshore team members to ensure high-quality and timely delivery of work.
- Contribute to team discussions that drive improvements in collaboration and value delivery.
- Assist new team members as a “buddy” to support onboarding, team integration, progress, and skills development.
3. Firm Focus
- Support the Firm’s financial management, including:
- Meeting individual budgets, timeframes, productivity, and recoverability targets
- Completing accurate daily timesheets
- Continuously develop technical and professional skills through:
- Taking initiative to research technical matters
- Participating in training and development activities
- Contributing to team meetings
- Contribute to ongoing improvements in the Firm’s systems and procedures
Requirements:
- 3+ years of relevant accounting experience in a client servicing role
- Proven experience working with Xero accounting software
- Strong understanding of accounting principles and practices
- Mandatory Software Experience: Xero
- Preferred Software Experience: MYOB, Smart Workpapers, Microsoft 365 (especially Excel, Word, Outlook, Teams)
- Additional Software Experience: QuickBooks, BGL, FYI Docs
- Strong attention to detail, accuracy, and a proactive approach to work
- Self-motivated, with the ability to work both independently and collaboratively as part of a team
- Excellent written and verbal communication and interpersonal skills
- Confident in problem-solving, researching tasks, and working effectively with an Australia-based team across onshore and offshore locations
- Demonstrates initiative and a proactive mindset
Please note that only shortlisted candidates will be contacted.
For more information, you may reach out to Cheryl Soh via email (cheryl.soh@peoplelake.asia) or WhatsApp (+6018-772 3437)