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Bookkeeper / Junior Accountant

2 weeks ago

Brisbane, Queensland, Australia Morgans Financial Full time $60,000 - $80,000 per year

About Morgans

Morgans is Australia's largest full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity.

The Opportunity

Are you an experienced Bookkeeper or Junior Accountant looking for a rewarding part-time opportunity? Join the Finance Team at Morgans, where you'll prepare reconciliations, process month-end adjustments, and prepare management accounts. You'll also assist with queries, coordinate meetings, and support audit and compliance tasks.

Benefits


• Learning and development opportunities including Morgans' Mentoring program


• Discounted financial services, health care, gym memberships & more


• Positive impact on the community through the Morgans Foundation and paid volunteer days

What you will be doing

Accounting and Administration


• Manage and reconcile financial transactions for Morgans Foundation


• Process month-end accruals, adjustments, and balance sheet reconciliations


• Review and reconcile donations receipts and payments


• Prepare monthly management accounts and revenue reconciliation for audit


• Reconcile Big Dry Friday donations and intercompany transactions


• Assist with pre- and post-fundraiser activities for Big Dry Friday


• Manage audit queries and provide support during quiet periods to the Finance Team


• Respond to queries from the Foundation Mailbox and manage daily operations


• Review and lodge monthly BAS, prepare ACNC annual lodgment, and Franking Credit refunds


• Submit AIS to ACNC


• Coordinate quarterly Foundation Board meetings, including agenda and minutes


• Maintain and update the Commitments register and follow up on donation receipts


• Prepare DGR receipts and handle ad-hoc tasks as requested by the Foundation Board

What you will bring

Required


• Proven experience in bookkeeping or accounting


• Advanced Excel Skills


• Excellent communication skills both written and verbal


• Effective problem-solving and lateral thinking skills


• Strong attention to detail, time management and organisational skills


• Experience in high-pressure business environments


• Self-motivated with strong time management and prioritisation skills

Desirable but Not Essentials


• Experience in the Not-for-Profit sector


• Business Central exposure


• Financial Industry / Services Industry experience

Yes, I want to apply

If you are interested in this role and would like to join the Morgans team, please click apply and submit your cover letter and resume. We believe in creating opportunities for everyone and welcome applications from people with diverse backgrounds and experiences. We can't wait to hear from you