Intermediate Accountant

2 weeks ago

Work from Home, Philippines Outdesk Full time ₱40,000 - ₱60,000 per year

Job Brief

We are seeking a detail-oriented and experienced Intermediate Accountant with strong skills in preparing Statements of Advice (SOAs) using a provided template. The ideal candidate will have previous experience working in Australian accounting or financial planning environments and be comfortable interpreting financial data, applying compliance requirements, and accurately drafting reports and documentation for clients.

Responsibilities

Prepare Statements of Advice (SOAs) in line with client instructions using a pre-established firm template

Review financial documents and data inputs to complete accurate and compliant SOAs

Liaise with financial advisers or senior accountants to clarify inputs or resolve queries

Ensure all supporting documentation is attached and properly referenced

Maintain up-to-date knowledge of relevant compliance standards

Maintain clear records and version control of SOA documentation

Support other accounting tasks if required, including reconciliations, reporting, or file reviews

Requirements

Degree-qualified in Accounting, Finance, or a related field

Minimum 2–3 years experience in an Australian accounting or financial services firm

Proven experience preparing Statements of Advice

Familiarity with financial planning concepts, superannuation, insurance, and investment recommendations

Strong attention to detail and ability to follow templates with accuracy

Ability to interpret data from multiple sources and enter information efficiently

Desirable

Previous experience using financial planning software (e.g. XPLAN, Midwinter, or similar)

Exposure to or understanding of ASIC and AFSL compliance requirements

Familiarity with document preparation for clients in the wealth management or advisory sectors

Capacity to handle sensitive client information with discretion

Software Proficiency

Microsoft Office (particularly Word and Excel)

Xero (for general accounting tasks, if applicable)

CRM or document management platforms used by financial advisers (optional)

Personal Attributes

Detail-oriented and committed to producing high-quality, compliant work

Strong communication skills and ability to liaise professionally with internal stakeholders

Organised and efficient, able to meet deadlines and manage workload independently

Discreet and reliable with a strong sense of confidentiality and professionalism

Eager to learn and adapt to existing processes and tools

Time Zone: Australian Business Hours

Applicant Location: Must be Filipinos living in the Philippines

About Outdesk

At Outdesk, our mission is to bridge the gap between exceptional talent in the Philippines and the dynamic business needs of our clients in Australia. We are committed to delivering bespoke recruitment and comprehensive employment solutions that foster long-term success for both our clients and staff.

Employee Benefits

Paid Leave

13th Month Pay

SSS

Philhealth

Pag-Ibig

BIR

HMO

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