At a Glance
- Tasks: Prepare financial statements and tax returns while supporting clients with compliance queries.
- Company: Join Wilson Pateras, a dynamic firm in North Geelong committed to excellence.
- Benefits: Enjoy a collaborative culture, professional growth, and a supportive work environment.
- Other info: Great opportunities for career advancement in a forward-thinking team.
- Why this job: Make a real impact by helping clients navigate their financial journeys.
- Qualifications: Accounting knowledge and strong communication skills are essential.
The predicted salary is between 63000 - 77000 $ per year.
Canny Part of Wilson Pateras – North Geelong VIC. Wilson Pateras is a multidisciplinary firm providing expertise across accounting and tax, financial services, and finance broking. We deliver these services to personal, business and wealth clients.
We are a dynamic and forward-thinking organisation committed to excellence in everything we do. Our core values — trust, courage, innovation, commercial success, integrity and excellence — are at the heart of our business. We are committed to fostering a workplace culture that empowers individuals, encourages collaboration and supports continuous improvement.
Purpose of the Position
The purpose of the Accountant role is to complete allocated workflow tasks within the Business Services team and deliver accounting and compliance services to assigned Business Services clients. The role is principally responsible for the preparation of financial statements, entity and individual income tax returns, and Business Activity Statements.
Key systems and tools used in the position include:
- Active Ledger & Workpapers
- Workflow and Billing Spreadsheets
- Xero Practice Manager
- Xero Tax
- Xero Ledger
- FYI Docs
- Microsoft SharePoint
Key Responsibilities & Activities
Responsibility 1 – Preparation of Allocated Workflow
- Preparing financial statements, income tax returns and Business Activity Statements.
- Completing additional work as delegated by your direct report.
This responsibility is supported through:
- Daily communication with the Business Services Senior to identify and resolve any issues that may prevent the Accountant from completing allocated work.
- Weekly workflow meetings conducted in accordance with the standard agenda.
Responsibility 2 – Client Point of Contact for Compliance Matters
- Responding to client phone calls regarding ongoing advice and compliance queries.
- Communicating with clients by email in relation to compliance matters and providing written advice where appropriate.
This responsibility is carried out using available communication tools, including:
- Telephone
- Email via Outlook and FYI
Responsibility 3 – Identification of Client and Firm Opportunities
- Reviewing client files at the completion of preparation work and identifying opportunities to provide additional value to clients through the Manager and Principal.
- Identifying opportunities to improve the efficiency of compliance processes and work completion, including:
- Engagement letters
- Client workpapers
- Source document collation
- Software use
This responsibility is supported through:
- File reviews
- Direct reporting and recommendations to your Manager
Accountant in Geelong employer: Canny Part of Wilson Pateras
Wilson Pateras is an exceptional employer located in North Geelong, VIC, offering a vibrant and collaborative work culture that prioritises employee empowerment and continuous improvement. As part of a dynamic multidisciplinary firm, accountants can expect to engage in meaningful work while benefiting from professional growth opportunities and a commitment to excellence that aligns with their core values. The supportive environment fosters innovation and integrity, making it an ideal place for those seeking a rewarding career in accounting.
Contact Details:
Canny Part of Wilson Pateras Recruitment Team
