WizeTalent

Client Partner

• Assist the Senior Client Manager in managing and nurturing client relationships, addressing client inquiries, and providing timely and accurate information
• Support the planning, execution, and monitoring of client projects, ensuring they are delivered on time and within scope
• Assist in preparing financial statements, reports, and analyses for clients, ensuring accuracy and compliance with accounting standards
• Help maintain accurate and up-to-date client records, including financial data, correspondence, and project documentation
• Ensure compliance with local, state, and federal regulations, and stay updated on changes in accounting standards and practices
• Coordinate and communicate effectively with clients, internal teams, and external stakeholders to ensure smooth project delivery and client satisfaction
• Assist in the onboarding process for new clients, including gathering necessary documentation and setting up client accounts

Accountant / Assistant Client Manager

Administrative Assistant

• Daily monitoring of the admin inbox with the aim to respond ASAP (the same day if possible)
• Answering phones to cover for the receptionist's lunch breaks and leave
• General admin duties, including filing and managing filing systems
• Ensuring the security, integrity, and confidentiality of data
• Manage ad hoc client queries and requests
• Assisting Management with office policies and procedures
• Email follow-up of overdue debtors
• Internal Monthly reporting of WIP write-offs, fee tracking, monitoring client Net Promoter Score (NPS) and team Net Promoter Score (NPS) Surveys.
• Assisting with client proposals, engagement letters, invoices, tax returns, and financial statements, ensuring accuracy and compliance.
• Calendar Scheduling & attending meetings.
• Handle tax lodgements, including returns and BAS submissions.
• Assist the practice manager in ad hoc personal assistant duties.
• Any other reasonable tasks as requested on an ad hoc basis

Admin Assistant

• Assist accounting staff with daily administrative tasks, including managing calendars, scheduling appointments, and organising meetings.
• Process fortnightly/monthly payroll, including timesheets, leave entitlements, super and STP lodgements.
• Serve as the first point of contact for clients, handling phone calls & emails in a professional and courteous manner.
• Maintain and organise client files, records, and documentation, ensuring confidentiality and compliance with firm policies.
• Accurately enter and update client information, financial data, payroll records and other information into the firm's database and accounting software.
• Prepare and distribute internal and external communications, such as memos, emails, and newsletters.
• Provide support for special projects and initiatives as needed, including research, data collection, and report preparation.

Admin Assistant, Bookkeeping

• Act as the primary point of contact for a portfolio of clients, building strong relationships and addressing inquiries with financial insights and practical recommendations.
• Oversee and review the maintenance of accurate financial records across the client portfolio, including transactions, reconciliations, and ledgers.
• Review and manage the preparation of monthly, quarterly, and annual financial statements and reports, ensuring accuracy and compliance with accounting standards.
• Oversee reconciliation processes for bank statements, credit cards, and other accounts, identifying and resolving discrepancies.
• Manage payroll oversight, ensuring compliance with relevant laws and regulations across client accounts.
• Oversee accounts payable and receivable processes, including invoicing, payments, and collections, across the client portfolio.
• Support the preparation of tax returns and liaise with clients and advisors during tax audits.
• Train, mentor, and support junior bookkeeping staff, reviewing their work and guiding their professional development.
• Utilize accounting software (e.g., QuickBooks, Xero, MYOB) to oversee financial data management and reporting across clients.
• Monitor compliance with local, state, and federal regulations, keeping clients and the team informed of changes to accounting standards and practices.
• Identify opportunities to improve client processes and proactively flag issues or risks to senior management.

Senior Bookkeeper / Client Manager

Bookkeeper

• Maintain accurate and up-to-date financial records for clients, including recording transactions, reconciling accounts, and managing ledgers.
• Prepare monthly, quarterly, and annual financial statements and reports, ensuring accuracy and compliance with accounting standards.
• Reconcile bank statements, credit card statements, and other accounts to ensure accuracy and identify discrepancies.
• Oversee payroll processing, including calculating and recording payroll transactions, including payroll calculations, ensuring compliance with relevant laws and regulations.
• Prepare and lodge activity statements, GST reconciliations, PAYG and BAS.
• Support clients with Individual Tax Returns (ITR) and basic business tax matters, including sole trader tax obligations.
• Ensure compliance with local, state, and federal regulations, and stay updated on changes in accounting standards and practices.

Senior Bookkeeper – Accounting Firm

• Gain early access to exclusive job opportunities
• Stay informed about new roles that align with your profile and interests
• Get priority access for open positions before they're public

Canadian Tax Accountant, Bookkeeper

• Mentor and train junior Bookkeepers, providing guidance and support to enhance their professional development.
• Maintain accurate and up-to-date financial records for clients, including recording transactions, reconciling accounts, and managing ledgers.
• Prepare monthly, quarterly, and annual financial statements and reports, ensuring accuracy and compliance with accounting standards.
• Reconcile bank statements, credit card statements, and other accounts to ensure accuracy and identify discrepancies.
• Oversee payroll processing, including calculating and recording payroll transactions, ensuring compliance with relevant laws and regulations.
• Manage accounts payable and receivable, including processing invoices, payments, and collections.
• Serve as a trusted point of contact for clients, addressing queries and providing financial insights and recommendations.
• Utilise accounting software Xero to manage financial data and generate reports.
• Ensure compliance with local, state, and federal regulations, and stay updated on changes in accounting standards and practices.