Senior Bookkeeper

KEY RESULT AREAS AND KEY POSITION INDICATORS

Our Clients

• Apply core value principles to all external and internal clients.

• Adhere to established Client Service Standards in all activities.

• Deliver prompt, professional, efficient, and accurate client services.

• Act as a role model by promoting, monitoring, and adhering to relevant professional and ethical standards.

• Ensure continuous adherence to professional and ethical requirements.

• Respect and uphold client confidentiality at all times.

• Achieve positive client satisfaction relating to completed work and service delivery.

Our People

• Apply effective teamwork principles.

• Maintain a supportive, safe, and cooperative workplace, including understanding what constitutes discrimination and harassment.

• Represent and support the organisation internally and externally in a professional manner.

• Follow and uphold all internal standards, policies, and procedures.

Our Business

• Demonstrate sound knowledge and application of relevant bookkeeping software and principles.

• Complete delegated work from Directors and Managers within required deadlines.

• Submit timesheets on time.

• Meet billable hours/WIP targets each month, with a minimum of 32 working hours per week.

• Maintain time spent on ad-hoc client support within the weekly limit of 7.5 hours.

• Ensure time spent on bookkeeping engagements adheres to budgeted hours.

• Collaborate with the bookkeeping team to ensure timely and accurate delivery of services.

• Attend regular education sessions such as IBB and similar programs.

• Prepare and present updates on bookkeeping methods and technology to staff and clients.

• Provide input into the marketing initiatives for the Bookkeeping Solutions division.

• Identify and communicate opportunities to improve or streamline internal processes and practices.

• Strictly follow firm confidentiality policies and procedures.

Technical Knowledge

• Strong knowledge of bookkeeping software including Xero, MYOB, QBO, Dext, and relevant add-ons.

• Detailed understanding of business tax obligations: GST, PAYG withholding, Payroll Tax, Superannuation Guarantee, and WorkCover.

• Experience with payroll processing and employee entitlements.

• Working knowledge of bookkeeping processes and business reporting requirements.

Key Responsibilities

• Regular processing of client bookkeeping and maintenance of accurate accounting balances.

• Review bookkeeping work prepared by team members for allocated clients.

• Ensure accurate and high-quality delivery of bookkeeping outputs.

• Maintain accuracy and quality of accounting balances for assigned clients.

• Manage client communication and relationships, including:

  • Sending completed deliverables and reports.

  • Following up incomplete client responsibilities.

  • Responding to client questions related to bookkeeping work.

• Support the accounting team with ad-hoc requests related to:

  • Accounting software setup and implementation.

  • Resolution of bookkeeping and payroll issues.

  • Software integrations and recommendations.

  • Escalations for requests outside the agreed scope.

• Adhere to policies and procedures established by the Bookkeeping Management Team.

• Identify opportunities to improve processes and enhance client service delivery.

Job-Related Knowledge, Skills, and Qualities

• Ability to collaborate effectively.

• Ability to manage multiple priorities and deadlines.

• Consistently meets results and timelines.

• Strong attention to detail.

• Sound decision-making and problem-solving skills.

• Effective delegation abilities.

• Strong time-management capabilities.

• Professionalism and motivation.

• Initiative and resourcefulness.

• Strong interpersonal skills.

• Clear oral and written communication.

• Strong client service focus.

• Takes accountability for outcomes.