Senior Accountant

Bendigo, Victoria, Australia Full-time

Position Title

Senior Accountant – Stewarts Accountants


Overall Objective

Manage your portfolio of clients while planning and directing your team of professionals, monitoring their progress and assisting and correcting when necessary with the client’s needs in mind.


Individual Qualities

  • Exceptional attention to detail
  • Confidence to advise based on sound knowledge
  • Excellent written and verbal communication skills
  • Willingness to learn, adapt, show initiative and be a positive team player and leader
  • Positive and happy attitude
  • Highest standard of ethics, confidentiality and professionalism
  • Excellent time management skills

Qualifications & Experience

  • Bachelor degree in Commerce/Business with an emphasis in Accounting, CA or CPA completed
  • Excellent knowledge of taxation legislation
  • Excellent Xero / QuickBooks Online / Reckon / MYOB knowledge
  • A lover of all things technology including cloud based accounting and business applications
  • Excellent and high level user of all Office products
  • Advanced understanding of the relevant tax legislation, Corporations Act and other research as they relate to the work undertaken


Position Responsibilities

  • Manage and administer a portfolio of clients. Providing technical support, feedback and guidance to team members that work within the internal team.
  • Manage and review the planning and delegation of workflow. Providing technical support, feedback and guidance to team members when necessary.
  • Review of all work delegated to and completed by Graduates and Accountants. Take full responsibility and ownership of the completion of delegated jobs. Ensure that all work is error-free, professionally presented and complies with Stewarts Accountants procedures and systems. Take full responsibility and ownership of the completion of delegated jobs.
  • Preparation and review of complex individual, company, trust, partnership tax returns with limited supervision and direction.
  • Advanced working knowledge of GST, Business Activity Statements and Instalment Activity Statements.
  • Review of workpapers, analysis of client data and transactions and setting up accounts onto the accounting package in accordance with the organisations standards.
  • Perform and review compliance and value add work when required.
  • In-depth analysis of management reports.
  • Identify, oversee and develop existing and potential business opportunities within the Stewarts Accountants client portfolio to generate additional revenue.
  • Detailed knowledge of tax office correspondence and procedures.
  • Maintain up-to-date knowledge of relevant taxation and other relevant legislation and rulings.
  • Run internal training sessions to ensure knowledge is being transferred to your team.
  • Oversee and assist with research and accurate interpretation of taxation and other relevant legislation and rulings for clients when required.
  • Other duties as required

Performance Measures

  • Providing high quality and timely service to clients by ensuring all client queries are dealt with and followed up within 24 hours of receipt.
  • Maintain client retention..
  • Maintaining your Professional Development via attendance to monthly PD sessions.
  • Accurately prepare and complete invoices. Review and liaison with the Client Services Coordinator and Manager to ensure the accounting team meets their invoicing target.
  • Ensure prescribed minimum productivity benchmarks are achieved including monthly and annualised revenue key performance indicators.
  • Continually enhance the range of products and services offered to our clients.
  • Manage and support members of the Stewarts Accountants Team to ensure that our clients are always delighted.
  • Contribute to the happy and positive working environment that exists at Stewarts Accountants


Accepted by:

Team Member Signature:


Team Member Name:

[Team Member Name]




Agreed by:

Manager Signature:


Manager Name:

[Manager Name]