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Accounting Assistant

2 weeks ago

Angeles City, Central Luzon, Philippines Link Wealth Adviser Support Full time

Accounting Assistant (SMSF Accountant)

Job Summary

The Accounting Assistant (SMSF Accountant) provides support in preparing tax documentation, performing bookkeeping tasks, and maintaining client records using modern accounting platforms.

The role involves both accounting and administrative duties, with a focus on accuracy, compliance, and timely task completion.

Duties and Responsibilities

1. Accounting

  • Prepare documentation for personal tax clients;

  • Work with and maintain modern accounting packages Xero, Nowinfinity, Ignition, SuiteFiles, BGL etc;

  • Collaborate with a wider team, throughout our network of offices to deliver an integrated and exceptional client service;

  • Manage deadlines and respond to commercial issues for business owners across a broad array of industries;

  • Data Entry and bookkeeping;

  • Ad Hoc accounting administration work;

  • Liaise with management to complete outlined tasks in a reasonable time frame.

2. Administration

  • Maintain client records and work practices in accordance with business policies and compliance guidelines as they may change from time to time. This includes but is not limited to:

o Business follow-up,

o Client files and fact finder data.

o This information is to be maintained on the practice's technology platforms.

  • Inquiries to other external financial institutions when required;

  • Carry out any ad hoc directives as issued by the reporting manager;

Qualifications

  • Bachelor's degree in Accountancy, Finance, or a related field

  • Relevant experience as an Accounting Assistant, particularly in collaboration with Australian professionals

  • Experience with ITR and SMSF reports and systems

  • Solid understanding of fundamental accounting principles and practices

  • Excellent communication skills

  • High level of attention to detail and accuracy