Accounting Team Lead

Role Overview

• Manage daily workflow and job management, job assignments and priorities using Karbon Practice Management system (with assistance from the Director).
• Monitor job progress and ensure work is completed within agreed timeframes.
• Identify delays, bottlenecks or quality concerns and escalate matters where required.
• Manage and support 1-2 offshore accountant team members with questions, technical and process guidance and day-to-day priorities.
• Oversee the preparation, review and delivery process for client accounting and tax-related work, including reviewing ongoing bookkeeping and other accounting tasks,
• Ensure client records, working papers and supporting documents are complete, accurate and well organised.
• Maintain awareness of relevant Australian tax and accounting processes, escalating technical questions to the Director where required.
• Onboarding of new clients into our systems and processes.
• Client support and job management, providing day-to-day client contact via emails (shared with the Director as required).
• Review and ensure client information requests are clear, complete, and followed up in a timely manner in accordance with internal and external deadlines.
• Help continuously develop and improve processes and procedures, streamline workflows and enforce best practices and policies for scalable service delivery across our business.

Requirements

• Minimum of 6 years of Australian bookkeeping, business services, and tax experience within an accounting firm environment
• Strong understanding of Australian accounting principles, tax compliance and bookkeeping practices.
• Experience in preparing financial statements, preparing and reviewing tax returns for individuals, companies, trusts, and partnerships
• CPA qualified (or substantially progressed)
• Highly experienced in Xero, Xero Payroll, XPM, and Karbon practice management system
• Proficient with Microsoft Excel and other Microsoft 365 apps
• Experience with Fathom reporting software, Active Workpapers (Business Fitness), Approval Max, Dext, BGL corporate compliance software, and ASIC filing processes
• Excellent organizational and time management skills and a collaborative work style
• Organized with strong attention to detail and ability to prioritize your workload independently
• Excellent English verbal and written communication skills.
• Able to present financial information clearly and simply to non-financial stakeholders in Australia
• Experience and confidence in using the ATO portal and managing ATO correspondence for clients
• Keen interest and curiosity in technology, integrated workflows and apps, and increasing efficiency of processes and standardization
• Experience leading or supervising a small team (3+ members) is strongly preferred
• Ownership mindset – you treat your work as your own and take pride in its quality
• A positive, anything-is-possible attitude with your approach to your work and how you want your career to progress.

Benefits

• Highly competitive salary – paid weekly!
• HMO enrollment on commencement
• Additional HMO dependents added each year of service
• 20 vacation days per year; 7 sick days
• Annual performance bonuses and incentives
• Annual salary reviews and increases
• Free cooked rice, snacks and hot drinks
• Company polo shirts provided
• Fantastic, bright and cheerful open-plan work environment