Graduate Accountant - Immediate Start

About the Firm

Crosby Dalwood is an accounting, advisory and financial planning firm based in Parkside. With a reputation for outstanding client focus and quality of service we are focused on finding professional, fun and engaging people to join our team. A friendly, equal opportunity business, every person in our team is important and we work together to create a positive environment.

We currently have an opportunity for a GRADUATE ACCOUNTANT to join our Accounting team.

CAPABILITIES and RESPONSIBILITIES:

• Prepare complete and accurate Financial statements, Income Tax Returns and all other ATO, ASIC and other returns including workpapers 
• Correctly complete all other ATO, ASIC and other returns including workpapers if relevant
• Ensure all working papers and client checklists are complete, neat, concise and saved in the appropriate place. 
• Ensure that all queries and questions are correctly conveyed to the job manager and/or client, where appropriate
• Engage with clients in a friendly and professional manner, managing ongoing client relationships including meetings, email and phone communication
• Assist clients with all business and accounting related queries
• Liaise with financial planners, solicitors, banks, Australian Tax Office etc
• Complete work within time budgets and turnaround time
• Save all client communications in MYOBAE
• Update and maintain databases and internal spreadsheets/registers
• Actively participate in Performance and Appraisal system
• Attendance and participation in technical and joint skills training
• Keep office hours and complete time sheets daily
• Filing and assisting with general office duties
• Assisting with ad hoc client projects or internal projects
• Other responsibilities as required e.g. Fire Warden, First Aid Officer, Social Committee
• Work within time and budget parameters, consistently meet minimum performance KPIs
• Attending and assisting with marketing events and initiatives as required

AUTHORITY:

• To answer queries from clients within range of expertise and experience.
• To refer more difficult queries and client issues to job manager/solicitor/financial adviser

QUALIFICATIONS and KEY CHARACTERISTICS:

• Undergraduate degree in a relevant discipline (Economics, Finance, Accounting or similar)
• Xero and MYOB Account Right experience desirable 
• Studying towards becoming a CA or CPA preferred.
• Strong desire to pursue a career in tax and accounting
• Commitment to lifelong learning
• Maintain CPE hours as required by the relevant professional association.

BEHAVIOURAL REQUIREMENTS:

• Excellent communication skills and presentation
• Collaborate and contribute to a positive organisational and team culture
• Work as part of a team and also autonomously when needed
• Understand and comply with all office policies
• Deal in a friendly, courteous and trustworthy manner with management, staff and clients at all times
• Develop open and positive relationships with internal and external stakeholders

REPORTING:

• This role reports to the Accounting Manager. 
• Other stakeholders include Financial Planning Team, Practice Manager and Administration & Support Teams