Job Description

Wilson Pateras Sydney Pty Ltd – Sydney CBD NSW

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

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Our Sydney CBD practice has more than 50 years' experience delivering practical accounting, tax and audit services to a broad and diverse client base.

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We are seeking an experienced Business Services Manager to join our Sydney CBD team.

About Wilson Pateras n

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

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Our Sydney CBD practice has more than 50 years' experience delivering practical accounting, tax and audit services to a broad and diverse client base.

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We are seeking an experienced Business Services Manager to join our Sydney CBD team.

About the Role n

The purpose of the role of Business Services Manager is to manage and co-ordinate the Business Services Team and deliver accounting services to your allocated Business Services clients.

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Core to the position are the following tools.

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- Workflow and Billing Spreadsheet

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- Xero Practice Manager

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- Xero Tax

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- FYI Docs

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- Microsoft SharePoint

Key responsibilities include: n

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Responsibility 1 – Management of the behaviors and tasks of your allocated accountants

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The direct reporting function for team accounts is to their team Manager/Senior Manager. This reporting deals with Client related matters.

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How is this responsibility conducted?

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Weekly workflow Meeting held each Thursday and conducted under the standard Agenda.

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Daily liaising to ensure that there are no issues that could prevent the accountant from undertaking their role.

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Responsibility 2 – Client Point of Contact

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Client Meetings (Tax Planning Meeting, and other agreed meetings regarding consulting activities).

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Phone calls regarding on-going advice and compliance queries.

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Emails largely relating to administration of the client compliance and some written advice.

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How is this responsibility conducted?

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Using tools available including:

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Meeting bookings

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Telephone

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Emails (Outlook)

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Responsibility 3 – Identification of both Client and Firm Opportunities

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Review of client files and engage clients for areas of value add to the client.

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Efficiency improvements in compliance process of engagement and work completion, including but not limited to:

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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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How is this responsibility conducted?

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File reviews

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Monthly Meetings or as needed with Directors regarding Manager Role and Improvements

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Responsibility 4 – Technical Review of Client Work and Personal Technical Competency

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Review client Review of client files in relation to technical correctness of the work

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Ensure your personal skills are up to date in terms of technical competency

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Have a broad understanding of tax laws that relate to small business.

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About You n

To be successful in this role, you will ideally have:

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Minimum 10+ years’ experience in accounting

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High level of Financial Reporting, Financial Analysis, and Budget Management skills

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Experience in preparing and analyzing financial statements

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Strong knowledge of accounting principles and standards

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CPA or CA certification

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Proficiency in accounting software

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Strong attention to detail and organizational skills

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Adherence to budgets and awareness of timelines.

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Excellent communication and interpersonal abilities

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Bachelor's degree in Accounting, Finance, or related field

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Why Join Wilson Pateras? n

This is an chance to join an established and growing professional services firm, work with a diverse client base and continue developing your technical and client-facing experience within a supportive team environment.

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If you are an experienced public practice accountant looking to take the next step in your career, we would like to hear from you.

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📌 Business Services Manager (Sydney)
🏢 Wilson Pateras Sydney
📍 Sydney