We have an exciting opportunity for a hardworking and organised Senior Accountant to join our fast-growing Accounting & Bookkeeping business.
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We are a team of talented accountants who are passionate about the industry and always looking for constant improvement.
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As a business, we love technology and automation. We keep up to date with all the latest apps to ensure that we will always give the best and up-to-date advice to our clients.
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Duties and Responsibilities:
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1) Client Onboarding
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- Manage the end-to-end onboarding process for current clients, including initial discovery, setup, and transition.
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- Review and analyse client financial data, business structures, and reporting requirements.
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- Establish accounting systems, processes, and reporting templates in accordance with client needs.
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- Coordinate with internal departments (payroll, tax, bookkeeping, advisory) to ensure consistent service setup.
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- Train staff on relevant systems or reporting tools, ensuring understanding and compliance.
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2) Service Delivery & Client Management
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- Oversee and deliver ongoing accounting and financial reporting services to a portfolio of clients.
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- Prepare and review monthly/quarterly management reports, reconciliations, BAS, and financial statements.
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- Ensure accuracy and timeliness of all deliverables
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- Provide proactive insights and recommendations to clients for process improvement or efficiency gains.
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- Manage client queries and escalations with professionalism and a solutions-focused approach.
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- Maintain strong relationships with clients, fostering trust and long-term partnerships.
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Requirements:
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- At least 6 years of experience in a similar role
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- CPA or CA Qualified (or equivalent)
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- Must be proficient in Xero and MYOB
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- Advanced Excel skills
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- Highly attentive to detail
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- Be able to work independently as well as part of a team
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- Quickbooks, JobAdder and Deputy experience is preferred but not required
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📌 Senior Accountant (Victoria)
🏢 DigitPro Australia
📍 Victoria
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