(远程工作)资深会计 - 明智财富
(WFH) Senior Accountant - Bright Wealth
职位目的高级会计师准备和审查合规工作，包括财务报表和税收申报表，并向初级和中级团队成员提供技术指导。该角色重点关注精确性，一致性和应用技术知识，同时支持工作流程效率，团队发展和客户满意度。核心和非核心责任 为引导绩效预期和有效优先考虑，该角色的任务分为核心 (85%) 和非核心 (15%) 的责任。核心责任 85% ·管理分配任务和客户文件组合，确保准确性和及时性 · 通过实行工作文件和程序准备并审查合规工作 · 由初级会计师和中级会计人员编制的工作进行审查，提供建设性反 · 辅导和支持年轻团队成员的技术发展 · 满足 KPI 并为分组成果做出贡献 · 计划和管理工作负载，所有人及整个团队来满足回应预期 · 追踪和管理工作预算，WIP 和账单在预期范围内 ·保持精确的工作文件和系统记录 · 与客户和团队成员专业沟通，作为技术查询升级点。·确保遵守税务义务，包括所得税，GST,FBT,PAYG,Div7a,CGT 和信托分配。·确定税收规划机会并提供客户咨询问题意见。·与管理人员/董事合作对工作流程，交付结果和客户成果。·申请并提供审查反以提高质量并减少团队重复工作。非核心责任15%. ·参与并帮助领导团队的倡议和项目。·促进和支持过程改进。·保持最新技术知识。·参与学习和发展，包括支持其他人的开发。· 个人和团队的合规工作及时完成 · 高质量的论文和文件 · 一致的回应性表现 · 有效管理和升级的工作负担 · 青年团队成员的发展和提高技能 · 贡献部门绩效能力和属性 · 对细节高度关注 · 组织和时间管理良好 · 清晰的沟通技巧 · 适用技术知识并将其转化为经验较少的人员 · 领导力和炼
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Position Purpose
The Senior Accountant prepares and reviews compliance work, including financial statements and tax returns, and provides technical guidance to junior and intermediate team members. The role focuses on accuracy, consistency, and applying technical knowledge while supporting workflow efficiency, team development, and client satisfaction.
Core and Non-Core Responsibilities
To guide performance expectations and effective prioritisation, this role's duties are categorised into Core (85%) and Non-Core (15%) responsibilities.
Core Responsibilities – 85%
- Manage allocated tasks and a portfolio of client files, ensuring accuracy and timeliness
- Prepare and review compliance work using firm workpapers and procedures
- Review work prepared by junior and intermediate accountants, providing constructive feedback
- Mentor and support the technical development of junior team members
- Meet KPIs and contribute to divisional outcomes
- Plan and manage workload, own and across the team, to meet turnaround expectations
- Track and manage job budgets, WIP, and billing within expectations
- Maintain accurate workpapers and system records
- Communicate professionally with clients and team members, acting as a point of escalation for technical queries
- Ensure compliance with tax obligations, including income tax, GST, FBT, PAYG, Div7a, CGT, and trust distributions
- Identify tax planning opportunities and provide input on client advisory matters
- Collaborate with Managers/Directors on workflow, deliverables, and client outcomes
- Apply and provide review feedback to improve quality and reduce rework across the team
Non-Core Responsibilities – 15%
- Participate in and help lead team initiatives and projects
- Contribute to and champion process improvements
- Maintain up-to-date technical knowledge
- Engage in learning and development, including supporting the development of others
Key Expected Results
- Accurate and timely completion of compliance work, individually and across the team
- High-quality workpapers and documentation
- Consistent turnaround performance
- Efficient workload management and escalation
- Development and upskilling of junior team members
- Contribution to divisional performance
Capabilities and Attributes
- Strong attention to detail
- Good organisation and time management
- Clear communication skills
- Ability to apply technical knowledge and translate it for less experienced staff
- Leadership and mentoring ability
- Willingness to learn and improve
Position Requirements
- CA/CPA (or working towards)
- 5+ years' experience in accounting
- Knowledge of Australian taxation fundamentals, including Div7a, CGT, and trust structures
- Ability to prepare and review compliance work to trial balance and beyond
- Proficiency in accounting systems (e.g. Xero, XPM)
- Prior experience reviewing or mentoring junior staff (preferred)
Workplace Conduct and Culture
Employees are expected to model the firm's core values, including integrity, accountability, collaboration, respect, and excellence. Staff must contribute to a respectful, safe, and inclusive workplace, exemplify professionalism, and support a high-performing team culture. Integrity, honesty, and transparency are fundamental expectations. This role requires open communication, ethical conduct, and fostering a culture of accountability and trust across the firm.
Originally posted on Himalayas