Sunshine Coast, Queensland 4551, Australia • Full-time Description About the role.
An exciting opportunity to work with a small team of accountants and support staff operating within a well-established financial services firm awaits you!
We are seeking an associate accountant to join our thriving Sunshine Coast practice.
We are looking for candidates to begin on a three-month contract basis to start with a view to permanent.
Your key functions include:
Attend to and manage the accounting and tax needs of professional medical clients mainly sole traders and individuals.
Attend to client BAS, IAS, Payroll, tax payment plans, and queries as required.
Assist with the preparation of financial statements and tax returns for companies and trusts when required and take on client entity work.
Prepare client fee proposals for new and existing work using Practice Ignition.
Attend to ASIC company statements for your client group supported by our administrative staff.
Liaise with and respond to queries from our external bookkeepers in respect of mutual clients and ensure the work is finalised for review within required timeframes.
Proactive maintenance of client databases to improve data integrity.
Attend to updating the financial advice database with income and tax details to assist with financial planner reviews.
Assist with the establishment of new structures supported by our CSO.
Attending to ATO, ASIC, ABR registrations, Macquarie bank applications on behalf of existing and new clients as required.
Preparation of client correspondence & liaising with clients as and when required.
Why you're right for us.
You are degree qualified or equivalent with an accounting major.
You are determined to deliver on personal goals and objectives.
You are proficient in MS Office.
You can work collaboratively in a professional team.
You have an open mind and a positive attitude - you love what you do.
You are detail oriented with critical thinking skills – you enjoy understanding the 'why' rather than simply following a process.
You have an analytical mindset – you can interpret information, identify trends and enjoy solving problems.
You work effectively in a small team and take a proactive approach to assist the team to cover fluctuations in workloads when required - team work makes the dream work!
You can recognise ways to improve outcomes for clients – you love making a difference!
Why Us.
Based on the Sunshine Coast, Wealthmed Australia are a team of local professionals helping our clients manage what they need to financially succeed.
We're passionate about making a difference to the financial wellbeing of the clients we partner with.
We offer a coordinated financial approach under one roof including tax & accounting, insurance and risk management, property investment, finance, and business management.
We believe in nurturing our employees' professional goals with opportunities to increase role complexity, expertise, and remuneration over time.
You will enjoy the benefit of: Working in a modern, technology-based office.
Access to a range of employee benefits.
Access to employee assistance program.
Opportunities to grow your career.
Interested?
Apply now with your up-to-date Resume & Cover Letter in PDF FORMAT ONLY outlining your suitability for this role.
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