Accountant

About Our Organisation

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.

Purpose of the Position

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

Key responsibilities include the preparation of financial statements, income tax returns and Business Activity Statements.

The key systems and tools used in this position include:

• Workflow and billing spreadsheets

• Xero Practice Manager

• Xero Tax

• Xero Ledger

• FYI Docs

• Microsoft SharePoint

• Microsoft Outlook

Key Responsibilities and Activities

Responsibility 1 – Preparation of Allocated Workflow

Key activities include:

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

• Completing additional work as delegated by your direct manager or senior team member.

• Managing allocated workflow efficiently and meeting agreed deadlines.

• Raising any issues or delays that may affect the timely completion of work.

This responsibility is supported through:

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

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

Responsibility 2 – Client Point of Contact for Compliance Matters

Act as a point of contact for clients regarding routine accounting and compliance matters.

Key activities include:

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

• Communicating with clients by email regarding the administration and completion of their compliance requirements.

• Providing written information or advice where appropriate and within the scope of the role.

• Escalating more complex matters to the Business Services Senior, Manager or Principal as required.

Communication will primarily be conducted through:

• Telephone

• Microsoft Outlook

Responsibility 3 – Identification of Client and Firm Opportunities

Assist in identifying opportunities to provide additional value to clients and improve internal processes.

Key activities include:

• Reviewing client files at the completion of preparation work to identify potential value-add opportunities.

• Raising identified opportunities with the Manager or Principal for further consideration and client engagement.

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

  • Engagement letters

  • Client workpapers

  • Source document collection and collation

  • Software and system utilisation

  • Workflow and work completion processes

This responsibility is supported through:

• Client file reviews

• Direct reporting and communication with your Manager or Principal