General Overview of Position

In this role you are required to perform client related tasks under direct supervision of a Supervisor, Manager or Director.

1. Knowledge, Skills and Experience

• Basic knowledge of and experience with accounting principles and practices and other related matters including relevant legislative requirements for companies, trusts, etc;

• Ability to work independently and to make judgements in line with agreed levels of authority;

• Good level of interpersonal, oral and written communication skills, with ability to report verbally and in writing, and developing the ability to communicate and negotiate at all levels;

• Basic knowledge of computerised accounting systems;

• Basic level of problem solving skills and the ability to apply them to analysing and resolving problems in respect to client services and internal firm matters; and

• Ability to be instructed, deliver upon instruction and communicate when unclear.

2. Client Duties

- Under direction applies principles of accounting and taxation to:

• Client related compliance services including, but not limited to, preparation of financial statements;

• Preparation of taxation schedules for all relevant taxes, etc;

• Other general business and consulting services for clients; and

• Research

- Management and administration of matters relating to your client list.

• Meeting and exceeding your clients’ expectations;

• Anticipate client needs and search for ways to improve client service;

• Manager to maximise the efficiency and effectiveness of outcomes for clients;

• To maintain vigilance in respect to seeking client approval on scope and costs before commencing a brief and to actively communicate with the Client Manager should you find that costs are approaching the budget for the client-brief; and

• Strict adherence to the firm’s client confidentiality policies.

- Report to Director immediately in relation to any client complaints

3. General Duties

• Effective prioritisation of client work, above overhead work, wherever possible, to ensure workflow efficiency, client satisfaction and adherence to deadlines;

• To utilise and apply Nexia work-papers and other Nexia standards in the fulfilment of your duties and responsibilities;

• To work with your manager to ensure own professional development;

• Maintain positive work environment for you and the firm; and

• Your Budgeted Productivity and Recovery calculations.

4. Personal Qualities

• Maintains the highest standard of professional behaviour and presentation;

• Commitment to the highest standards of honesty and integrity, quality and service;

• Proactive, resourceful and client oriented;

• Willingness to work a flexible schedule; and

• Possesses a “Can-Do” attitude. Not limited or inhibited by current Knowledge, Skills and/or

• Experiences.

5. Employment Requirements

• Meet your monthly and ongoing productivity & recovery targets;

• Management of WIP balances, within your client list, and ensure that fees are raised as and when required; and

• Achievement of day-to-day tasks, completed with utmost efficiency and accuracy.

This position description is to be read in conjunction with the following documents:

• Nexia Policies & Procedures Manual;

• Your Nexia Employment Contract; and 

• Your Budgeted Productivity and Recovery calculations

To apply, please send your CV to 

[email protected]

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