• Prepare and process Business and SMSF Financials & Tax packages, ensuring accuracy and timely completion for onshore review. • Use tools like Adobe Acrobat Pro (merge, split, tag, sign), Microsoft 365, Xero, Xero Practice Manager and NowInfinity to finalize documents and maintain file standards. • Use ATO Mate to send out Tax office correspondence to clients daily, monitor client communications, and escalate issues when required. • Manage ASIC annual reviews in NowInfinity, including invoicing, sending documents for signing, scheduling and sending payment reminders, and call-based escalations where needed. • Maintain clear records of client correspondence, document status, and workflow progress in internal systems. • Collaborate with accountants across multiple offices to ensure seamless handovers and reduce administrative burdens. • Contribute to smoother operations during capacity challenges and support long-term workflow stability.

• Perform end-to-end bookkeeping for a portfolio of Australian clients • Maintain accurate financial records within Xero • Process accounts payable and accounts receivable • Perform bank, credit card, and balance sheet reconciliations • Maintain general ledger accuracy and month-end journals • Ensure client bookkeeping records remain accurate and up to date • Prepare monthly management reports for clients • Extract financial data from Xero for reporting purposes • Assist with financial statement preparation • Review financial information for completeness and accuracy • Support month-end and year-end reporting processes • Prepare and lodge BAS and IAS • Assist with preparation of income tax workpapers • Compile tax return documentation for review • Support preparation of Capital Gains Tax (CGT) calculations where required • Ensure compliance with Australian accounting and taxation requirements • Publish completed work to Xero Practice Manager for review • Support senior accountants with client work and compliance deadlines • Liaise with clients to obtain outstanding information and documentation • Maintain organised client records and working papers • Assist with accounts reviews and quality assurance processes • Support continuous improvement initiatives across the practice

Role Description We are seeking a highly organised and detail-oriented Bookkeeper & Assistant Accountant to join our growing team. This role is primarily focused on end-to-end bookkeeping, while also providing support across financial reporting, Australian tax compliance, and management reporting as capability develops. The successful candidate will work closely with senior accountants and will have opportunities to broaden their technical accounting skills over time. The ideal candidate will have previous experience supporting Australian accounting firms and be confident working within Xero and Australian compliance frameworks. Key Responsibilities - Bookkeeping & Financial Administration (Primary Focus) - Perform end-to-end bookkeeping for a portfolio of Australian clients - Maintain accurate financial records within Xero - Process accounts payable and accounts receivable - Perform bank, credit card, and balance sheet reconciliations - Maintain general ledger accuracy and month-end journals - Ensure client bookkeeping records remain accurate and up to date - Financial Reporting - Prepare monthly management reports for clients - Extract financial data from Xero for reporting purposes - Assist with financial statement preparation - Review financial information for completeness and accuracy - Support month-end and year-end reporting processes - Australian Tax & Compliance - Prepare and lodge BAS and IAS - Assist with preparation of income tax workpapers - Compile tax return documentation for review - Support preparation of Capital Gains Tax (CGT) calculations where required, particularly for property-related clients - Ensure compliance with Australian accounting and taxation requirements - Publish completed work to Xero Practice Manager for review - Client Support & Practice Administration - Support senior accountants with client work and compliance deadlines - Liaise with clients to obtain outstanding information and documentation - Maintain organised client records and working papers - Assist with accounts reviews and quality assurance processes - Support continuous improvement initiatives across the practice - Tools & Systems - Xero (essential) - Xero Practice Manager (XPM) - Microsoft Excel - Microsoft 365 / Google Workspace - Australian accounting and tax software Qualifications - Previous bookkeeping experience within an Australian accounting practice - Strong working knowledge of Xero - Understanding of Australian bookkeeping and tax compliance requirements - Experience preparing BAS and IAS - Experience preparing management reports and financial statements - Strong reconciliation and accounts review skills - Excellent attention to detail and organisational ability - Strong written and verbal communication skills Requirements - Desirable: Exposure to Australian income tax return preparation - Experience reviewing bookkeeping work before accountant review - Relevant accounting qualification Benefits - Bookkeeping is the primary focus of this role, with opportunities to expand into broader accounting responsibilities based on their experience/knowledge - Ongoing training and mentoring will be provided to develop technical accounting skills - The successful candidate will work closely with experienced accountants and progressively take on more complex client work as capability grows - Ideal for someone looking to develop a long-term career within an Australian accounting practice

Role Description We are seeking a highly organised and detail-oriented Bookkeeper & Assistant Accountant to join our growing team. This role is primarily focused on end-to-end bookkeeping, while also providing support across financial reporting, Australian tax compliance, and management reporting as capability develops. The successful candidate will work closely with senior accountants and will have opportunities to broaden their technical accounting skills over time. The ideal candidate will have previous experience supporting Australian accounting firms and be confident working within Xero and Australian compliance frameworks. Key Responsibilities - Bookkeeping & Financial Administration (Primary Focus) - Perform end-to-end bookkeeping for a portfolio of Australian clients - Maintain accurate financial records within Xero - Process accounts payable and accounts receivable - Perform bank, credit card, and balance sheet reconciliations - Maintain general ledger accuracy and month-end journals - Ensure client bookkeeping records remain accurate and up to date - Financial Reporting - Prepare monthly management reports for clients - Extract financial data from Xero for reporting purposes - Assist with financial statement preparation - Review financial information for completeness and accuracy - Support month-end and year-end reporting processes - Australian Tax & Compliance - Prepare and lodge BAS and IAS - Assist with preparation of income tax workpapers - Compile tax return documentation for review - Support preparation of Capital Gains Tax (CGT) calculations where required, particularly for property-related clients - Ensure compliance with Australian accounting and taxation requirements - Publish completed work to Xero Practice Manager for review - Client Support & Practice Administration - Support senior accountants with client work and compliance deadlines - Liaise with clients to obtain outstanding information and documentation - Maintain organised client records and working papers - Assist with accounts reviews and quality assurance processes - Support continuous improvement initiatives across the practice Qualifications - Previous bookkeeping experience within an Australian accounting practice - Strong working knowledge of Xero - Understanding of Australian bookkeeping and tax compliance requirements - Experience preparing BAS and IAS - Experience preparing management reports and financial statements - Strong reconciliation and accounts review skills - Excellent attention to detail and organisational ability - Strong written and verbal communication skills Requirements - Desirable: Exposure to Australian income tax return preparation - Experience reviewing bookkeeping work before accountant review - Relevant accounting qualification Benefits - Bookkeeping is the primary focus of this role, with opportunities to expand into broader accounting responsibilities based on their experience/knowledge - Ongoing training and mentoring will be provided to develop technical accounting skills - The successful candidate will work closely with experienced accountants and progressively take on more complex client work as capability grows - Ideal for someone looking to develop a long-term career within an Australian accounting practice