tax Manager ngra-11Cooee, Inc.

Job Description
About the Role
We have partnered with a firm in Australia who are business accountants and advisory experts who does authentic approach to relationships - both personally and professionally. The purpose of the role is to take full responsibility for managing your allocated portfolio of clients in respect to their Accounting, Tax and Business Advisory needs. You will be one of the critical support within the organization. The role involves preparing jobs from start to finish, ready for review by senior staff or the partner. As an Accounting Specialist, you will have a high level of technical competence and an understanding that work needs to be completed accurately, efficiently and on time. You will also be able demonstrate all aspects of continuous improvement, both technically and professionally. This role offers a great opportunity to partner with a wide range of clients and industry leading businesses, making a real difference to the local business community.
What you'll be working on:
GENERAL
Complying with all internal work procedures and systems including completion of forms, checklists, client registers and timesheets, as required.
Assisting with the management of weekly and/or monthly workflow to ensure individual and firm fee targets can be achieved. This will include budgeting of the current and following month's personal workflow and fees so as to identify any capacity in work and any likely or potential shortfall on monthly budgeted fees. Any likely shortfall in fees or workflow should be advised to the Partner as soon as practical so that additional work can be arranged in a timely manner. It is critical that workflow is continually planned ahead.
Assisting with timely billing process for clients you have managed and worked on.
Manage all work delegated and/or in progress so that all client work is completed in a timely manner and to ensure that the client is fully aware of any additional information required by us in order to complete their work in a timely manner.
Maintaining professional knowledge by completing 3 to 4 hours each month of education and training.
This should be a combination of traditional tax and accounting knowledge, and the latest accounting software knowledge.
ACCOUNTING, TAX & BUSINESS SERVICES
The level and type of work will vary depending on personal competencies and experience of each employee which includes but not limited to:
Preparation of income tax returns or fringe benefits tax returns, financial statements and business and installment activity statements;
Reviewing, amending or processing of client XERO files, Excel Worksheets or any other
software, as may be required from time to time;
Setting up of Xero files.
Drafting and sending emails to clients, as required, after firstly confirming accuracy of any significant technical advice with the Partner.
Seeking assistance on technical matters from Partner or, if required, from external sources such as the
Knowledge Shop, NTAA or the Australian Tax Office.
The role does require a high level of autonomy, it is expected that you should be able to complete all tasks without failure and at a position where no errors or adjustments need to be made.
PEOPLE & PERFORMANCE
Lead, engage and manage the staff in the business to ensure the team is focused and driven to achieve the highest possible results in order to deliver ongoing growth in the business. This includes motivating staff and trying to ensure morale is kept at a high.
Lead by example in terms of demonstrating an appropriate management style, treating all subordinates with respect and dignity, and promoting equity and fairness. This includes ensuring compliance with employment law and HR policies and procedures.
Adopting and embracing our workplace culture, as it directly impacts the ability to attract and retain the right team environment. It is our aim to strive as a business that displays and embeds our culture.
The partners culture could be described as:
❖ Fun and exciting
❖ Passionate and self-motivating
❖ Rewarding and reliable - supportive of the team
❖ Understandable/approachable and trusting - Open with each other
❖ Innovative
ADMINISTRATION
Prepare reports (e.g. WIP, completed works) as required by the Partner.
Adhere to all standard reporting requirements and deadlines, and to undertake the various administrative functions that are required.