Accountant

Wilson Pateras is a multidisciplinary firm providing expertise across accounting and tax, financial services, and finance broking. We deliver these services to personal, business and wealth clients.

We are a dynamic and forward-thinking organisation committed to excellence in everything we do. Our core values — trust, courage, innovation, commercial success, integrity and excellence — are at the heart of our business.

We are committed to fostering a workplace culture that empowers individuals, encourages collaboration and supports continuous improvement.

The purpose of the Accountant role is to complete allocated workflow tasks within the Business Services team and deliver accounting and compliance services to assigned Business Services clients.

The role is principally responsible for the preparation of financial statements, entity and individual income tax returns, and Business Activity Statements.

Key systems and tools used in the position include:

• Active Ledger & Workpapers

• Workflow and Billing Spreadsheets

• Xero Practice Manager

• Xero Tax

• Xero Ledger

• FYI Docs

• Microsoft SharePoint

Key responsibilities include:

• Preparing financial statements, income tax returns and Business Activity Statements.

• Completing additional work as delegated by your direct report.

This responsibility is supported through:

• Daily communication with the Business Services Senior to identify and resolve any issues that may prevent the Accountant from completing allocated work.

• Weekly workflow meetings conducted in accordance with the standard agenda.

Key responsibilities include:

• Responding to client phone calls regarding ongoing advice and compliance queries.

• Communicating with clients by email in relation to compliance matters and providing written advice where appropriate.

This responsibility is carried out using available communication tools, including:

• Telephone

• Email via Outlook and FYI

Key responsibilities include:

• Reviewing client files at the completion of preparation work and identifying opportunities to provide additional value to clients through the Manager and Principal.

• Identifying opportunities to improve the efficiency of compliance processes and work completion, including:

  • Engagement letters

  • Client workpapers

  • Source document collation

  • Software use

This responsibility is supported through:

• File reviews

• Direct reporting and recommendations to your Manager