Our Intermediate Bookkeepers are professionals who work in accounting and finance and typically have a few years of experience. They are responsible for tasks such as maintaining accurate financial records, reconciling bank statements, and preparing financial reports.
QUALIFICATIONS
Education
- Bachelor’s degree in accounting, finance, or a related field in bookkeeping preferred
Product Knowledge
- Has done bookkeeping as a career, preferably with an Australian Bookkeeping firm, with multiple clients
- Understanding of Australian business structures, i.e. sole trader, company, partnership
- Understanding of Australian GST law, including preparation of business activity statements and income activity statements
- Process development skills
- Excellent customer service skills
System and Application Knowledge
- Knowledge of Microsoft Office applications such as Outlook, Word and Excel
- Must have end-to-end experience in Xero
- Has Receipt Bank/HubDoc experience
- Preferably has experience with Tanda
- Preferably has experience with Karbon
- Has the ability and willingness to learn new systems and tools
DUTIES AND RESPONSIBILITIES
Process and Change Management
- Record transactions such as income and outgoings, and post them to various accounts
- Process bill payment batches to be sent to the client for payment
- Process pay-runs to be sent to the client for payment
- Process manual journals
- Produce various financial reports
- Reconcile reports to third-party records such as bank statements and online business platforms
- Manage client list and reports
- Assist in preparing business activity statements and income activity statements
- Complete weekly, monthly and quarterly checklists detailing bookkeeping work performed for review by Account Manager
- Email clients to summarise the status of their bookkeeping for them
- Perform proper online filing and safekeeping of the company’s documentation, processes, and clients’ documentation
- Create processes off loom videos created by the team
- Document system operating procedures and update processes to ensure smooth functioning and efficiency
- Recommend a course of action and implement it as approved
Ad hoc tasks
- Any task deemed necessary by the Account Manager involving client management
- Perform training in downtime to improve own skills and share knowledge with the team
