Job Description

Canny Part of Wilson Pateras – North Geelong VIC

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Wilson Pateras is a multidisciplinary firm providing expertise across accounting and tax, financial services, and finance broking. We deliver these services to personal, business and wealth clients.

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We are a agile and forward-thinking organisation committed to excellence in everything we do. Our core values — trust, courage, innovation, commercial success, integrity and excellence — are at the heart of our business.

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We are committed to fostering a workplace culture that empowers individuals, encourages collaboration and supports continuous improvement.

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About Our Organisation

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Wilson Pateras is a multidisciplinary firm providing expertise across accounting and tax, financial services, and finance broking. We deliver these services to personal, business and wealth clients.

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We are a dynamic and forward-thinking organisation committed to excellence in everything we do. Our core values — trust, courage, innovation, commercial success, integrity and excellence — are at the heart of our business.

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We are committed to fostering a workplace culture that empowers individuals, encourages collaboration and supports continuous improvement.

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Purpose of the Position

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The purpose of the Accountant role is to complete allocated workflow tasks within the Business Services team and deliver accounting and compliance services to assigned Business Services clients.

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The role is principally responsible for the preparation of financial statements, entity and individual income tax returns, and Business Activity Statements.

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Key systems and tools used in the position include:

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- Active Ledger & Workpapers
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- Workflow and Billing Spreadsheets
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- Xero Practice Manager
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- Xero Tax
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- Xero Ledger
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- FYI Docs
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- Microsoft SharePoint
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Key Responsibilities & Activities

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Responsibility 1 – Preparation of Allocated Workflow

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Key responsibilities include:

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- Preparing financial statements, income tax returns and Business Activity Statements.
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- Completing additional work as delegated by your direct report.
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This responsibility is supported through:

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- Daily communication with the Business Services Senior to identify and resolve any issues that may prevent the Accountant from completing allocated work.
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- Weekly workflow meetings conducted in accordance with the standard agenda.
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Responsibility 2 – Client Point of Contact for Compliance Matters

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Key responsibilities include:

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- Responding to client phone calls regarding ongoing advice and compliance queries.
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- Communicating with clients by email in relation to compliance matters and providing written advice where appropriate.
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This responsibility is carried out using available communication tools, including:

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- Telephone
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- Email via Outlook and FYI
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Responsibility 3 – Identification of Client and Firm Opportunities

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Key responsibilities include:

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- Reviewing client files at the completion of preparation work and identifying opportunities to provide additional value to clients through the Manager and Principal.
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- Identifying opportunities to improve the efficiency of compliance processes and work completion, including:
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- Engagement letters
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- Client workpapers
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- Source document collation
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- Software use
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This responsibility is supported through:

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- File reviews
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- Direct reporting and recommendations to your Manager
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📌 Accountant (North Geelong)
🏢 Canny Part of Wilson Pateras
📍 North Geelong