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Assistant Accountant
1 week ago
Job Opportunity: AssistantAccountant at a Prestigious Financial Planning Firm in ManlyBeach
Are you an organised anddetail-oriented professional looking to join a highly regardedfinancial planning firm?
We are seeking anAssistant Accountant or/ Accountant to join our team in ManlyBeach. This role offers a supportive, professional work environmentand the opportunity to contribute to our clients' financialsuccess. Ideally this candidate will live close to the NorthernBeaches/ Manly.
Essential:
Permanent Resident ofAustralia
KeyResponsibilities:
Daily Tasks:
- ClientOnboarding:
- Prepare engagementletters and ethical clearance letters (if necessary).
- Add new clients to Fin365, Xero Blue Contact, Xero Tax,and the SuperRecords Portal.
- Assist clientswith the nomination process.
- Appoint our firmas an ASIC agent for companies.
- Client InformationManagement:
- Update clientinformation, including addresses, and prepare necessary ASICforms.
- Liaise with ATO, ASIC, and othergovernment organizations regarding urgent accounting and taxissues.
Weekly Tasks:
- Send ASIC annual statements and invoices toclients.
- Monitor Accounts Receivable bymanaging emails and making follow-up phone calls.
- Set up and follow up on direct debit (Go Cardless)arrangements.
- Ensure timely follow-up onfinancial reports and tax return queries.
- Prepare final packages for signing (including email,DocuSign, and invoices) and follow up on unsigneddocuments.
MonthlyTasks:
- Generate andsend an outstanding ASIC invoice list to the SMSF Team.
- Monitor tax returns and BAS lodgment status by sendingreminder emails and making necessary follow-up phonecalls.
Qualifications:
- Previous experience in accounting or a similarrole is preferred.
- Proficiency with accountingsoftware such as Xero and Fin365.
- Strongattention to detail and excellent organizational skills.
- Ability to manage multiple tasks anddeadlines.
- Excellent communication skills,both written and verbal.
- Experience liaisingwith ATO, ASIC, and other government organizations is aplus.
What WeOffer:
- A supportiveand professional work environment.
- Opportunities for professional development andgrowth.
- Competitive salary and benefitspackage.
If you are a proactive anddedicated professional looking to make a difference in a dynamicfinancial planning firm, we would love to hear from you.
Apply today to join our team at ManlyBeach
If you are lookingfor the opportunity to work for a dynamic organisation with genuinelong term prospects for the future, please APPLY NOW.Alternatively, contact Jenny Craig on fora confidential discussion or email your resume in a word formatto
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