Accountant (Intermediate - Client Manager Level)

Our Purpose

Kelly+Partners Group (ASX:KPG) is one of Australia’s most progressive and fast growing financial services groups across accounting, wealth, finance and investing. Established in 2006 and growing at over 30% per annum, we are a certified Great Place to Work 4 years running, listed as one of the Best Workplaces for Women in Australia in 2023, winner of the Australian Business Awards for Employer of Choice 2022 and a B Corp company who operate with one clear mission: "to help our people, Private Business Owners and the communities we work in be better off.” 

The Opportunity

As an Intermediate Accountant or Client Manager you will be a key player in enabling Kelly+Partners’ next phase of growth. The successful applicant will be an integral part of the broader management team and will have at least 3+ years recent experience in a public practice environment. A competitive remuneration package is offered.

Key Responsibilities:

• Work with the Partner, Manager and the team to ensure client work is completed within the timeframe allocated

• Be responsible for the provision of high-quality services to a portfolio of SME clients on compliance and advisory issues, financial reporting, ATO compliance, business advice, structuring, tax planning, superannuation and evaluation of client accounting systems.

• Complete income tax returns for individuals, company’s, trusts, partnerships and super funds within the assigned deadline and productivity target.

• Identify if the client has complied with the superannuation guarantee.

• Preparation of annual workers compensation reconciliations.

• Preparation of annual payroll tax reconciliations.

• Preparation of Business Activity Statements (BAS).

• Preparation of Fringe Benefit Tax (FBT) returns including the calculation of liability from the information provided by the client. 

• Liaise with various statutory authorities on behalf of clients including the ATO and ASIC

• Have expertise in the delegation and review of work and provision of mentoring and development of staff

• Provide commitment in providing exceptional service to our clients

Selection Criteria

To ensure your success, in addition to sharing our purpose and values, you will be a team player with professional level communication and interpersonal skills and be driven to find win-win solutions for our clients.

Capabilities:

• Identify any inconsistencies in the current year balances through comparative analysis on balance sheet items.

• Prepare financial statements from an adjusted trial balance, including profit and loss statements, balance sheets, cash flow statements and statements of retained earnings.

• Access and research information, including the use of electronic sources (Thomson Reuters on-line and the OSR and ATO websites).

• Strong communication, attention to detail, leadership, and problem-solving skills.

• A desire to mentor and develop team members to achieve their full potential.

• The ability to work independently and collaboratively and thrive in a fast-paced environment.

Knowledge:

• Broad understanding of income tax (and allowable measures to reduce tax), family tax benefit, company tax, fundamentals of trust law and superannuation provisions.

• Superannuation including taxation and regulatory issues.

• Business operations, structures and the dynamics of how they interact.

• Accounting standards and application

• Cash versus accruals basis of accounting

• Use tax software efficiently and effectively to complete work within deadlines.

Experience:

• 3+ years’ experience in a Chartered Accounting Practice with Superfund experience

• Preparation of Financial Statements and BAS’s

• Preparation of accurate financial accounts without direction and with minimal review points

• Be Degree qualified, CA/CPA completed.

Qualifications:

• Chartered Accountants Australia & New Zealand Certified or near completion.

• Master's or Bachelor’s degree in commerce or similar

Employee Value Proposition

We are continually working on evolving our EVP, our focus is on a Shared Purpose, Personal Development and Growth, Deep Connections, Wellbeing and Flexibility.

Benefits:

• Equity ownership in a successful growing business via an Employee Share Scheme

• Work/Life balance

• Employee Assistance Program

• Study assistance

• Real and attainable career progression

• In depth and regular mentoring by your Partner

• Genuine commitment and access to bespoke learning and professional development

• Brand new offices with beautiful views

• Global mobility opportunities

• Working from home flexibility

• Team and social events

• Subsidised charity activities

• Flu vaccinations

• Competitive salary package

• Collaborative, dynamic and engaging culture

Company

Kelly+Partners Group (ASX:KPG) is one of Australia’s most progressive and fast growing financial services groups across accounting, wealth, finance and investing. Founder and CEO Brett Kelly launched Kelly+Partners with a mission to make our clients, our communities and our people “Be Better Off”. With 30+ locations across Australia, Asia, United States and the UK coming soon, we are a team of 450+ strong and growing!

Values

We live by our Values: We want the best for others; One Team, One Way; and We do what we say. Causes supported are the Kelly+Partners Scholars Foundation and Cancer Schmancer Movement. We are the only Top 100 Accounting Firm to be B Corp certified in Australia. 

Diversity Equity and Inclusion

As an equal opportunity employer, awarded number 1 for Female Revenue for firms <$50m, we are proud of our diversity, equity and inclusion here at Kelly+Partners. We have a wonderful representation of people from all communities across our practices at all levels, no matter your, race, gender, class, sexuality, neurodiversity or physical abilities we encourage you to apply.