
Intermediate Accountant
2 weeks ago
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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