Management Accountant

Duties and Responsibilities:

Business Services

• Prepare monthly, bi-monthly and quarterly management accounts for a portfolio of clients.
• Prepare accurate and timely management reports, including profit and loss statements, balance sheets and cashflow reporting.
• Analyse financial performance and identify key business trends, risks and opportunities.
• Understand and accurately account for stock movements, gross margins, accruals, prepayments, fixed assets and financing arrangements.
• Investigate unusual variances and raise queries with clients where appropriate.
• Prepare annual financial statements for companies, trusts, partnerships and sole traders with limited assistance.
• Complete and independently self-review compliance work, including workpapers and reconciliations.
• Prepare budgets and basic forecasts with assistance.
• Maintain strong client relationships and communicate financial information in a clear and practical manner.
• Prepare workpapers in a logical and clear manner.
• Manage workflow and time budgets effectively to meet deadlines.
• Use live recording of time on timesheet (entering time as you go) and understand how to achieve productivity targets.

Tax

• Prepare all forms of income tax returns.
• Prepare GST returns and assist with GST-related queries.
• Calculate tax obligations for companies, trusts, partnerships and individuals with limited assistance.
• Conduct tax research and apply relevant legislation to client situations.
• Identify tax planning opportunities and escalate more complex matters to senior team members.
• Understand the interaction between financial reporting outcomes and tax obligations.

Impact

• Take ownership and responsibility of your own work and that of the team.
• Make appropriate recommendations and provide good solutions to problems in a timely manner.
• Proactively seek out a diverse range of views and perspectives recognising that these can contribute to a new and better solution.
• Assess and analyse information to draw an accurate conclusion.
• Identify roadblocks early and can recommend a course of action.
• Have sound knowledge of role responsibilities and requirements and demonstrate technical competence.
• Understand how projects and activities impact the wider business.