AddressAbout the business
Praescius /prae-see-us/ is Latin for 'having forethought' or as we like to think of it, planning to know in advance. That's what we do. We help others to plan for their future today. But it's more than that. For us, it's about empowering people to live the life they want, by ensuring they get the advice they need. www.pfinancial.com.au
About the role
We are looking for an Accountant to join our growing team and play an important role in increasing our presence in the local area. You will assist in promoting our business objectives and meeting high levels of client service. Being a diversified financial services business across 4 locations, this role will work closely with Accountants in other locations, as well as our Adviser and Mortgage Broking staff.
Who you are
You will be a suitably qualified accountant, genuinely looking for a long-term option with career progression prospects. Because we are an advisory practice, as well as compliance, you will have excellent tax knowledge and a solid level of business acumen. You are hardworking, organised, with a high level of attention to detail. You will also be a proven team player.
Job tasks and responsibilities
- Preparation of financial statements and income tax returns for individuals, companies, trusts, partnerships and SMSF.
- Completion of audits for small associations and non-profits
- Preparation of BAS, IAS and other ATO statements
- Tax research and providing client advice including tax planning and tax minimisation strategies.
- Working directly with clients, ensuring high service levels are met
- Face to face client meetings
- Performing complex tax work including Div.7a, FBT and CGT
Skills and experience
- Minimum 3 years recent experience in a public practice accounting firm
- Experience using Xero and/or MYOB
- Thorough taxation and accounting knowledge
- Advanced Microsoft Office skills (Word, Excel and Outlook)
- Superior written and verbal communication skills with high attention to detail
- Ability to prioritise and work within strict timeframes
- Able to interact successfully with a wide range of people across multiple locations
Your qualifications
- Must be working towards, or already hold a CA, CPA or IPA Qualification
- Completed a bachelor’s degree in accounting or similar
- Membership with an Accounting Body in Australia
- Tax Agent license would be highly regarded
We believe this is a great opportunity to be part of a fantastic team!
Our values
Genuine
We are people like you, with future plans, visions and goals. That's why we treat our clients money with the same respect as we would our own.
Relationships
We put people first. Always. Simple.
We put knowledge to work
We work collaboratively to deliver great outcomes for our clients; it's the way in which we apply our expertise and expand our thinking that defines our difference.
Accessibility
Financial security shouldn't be for a select few; everyone has the right to receive the right advice and to enjoy financial well-being.
Do more
Honesty and accountability provide the foundation for trust. We recognise the responsibility we hold when investing our client's money and see this as an opportunity to go above and beyond – to 'do more', not less.
Sense of humour
Sense of life. We don't take ourselves too seriously and when it comes to investing we want our clients to enjoy making their plans, as much as they do celebrating their achievements.
