Business Services Manager
Wilson Pateras Sydney Pty Ltd – Sydney CBD NSW
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.
Our Sydney CBD practice has more than 50 years' experience delivering practical accounting, tax and audit services to a broad and diverse client base.
We are seeking an experienced Business Services Manager to join our Sydney CBD team.
About Wilson Pateras
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.
Our Sydney CBD practice has more than 50 years' experience delivering practical accounting, tax and audit services to a broad and diverse client base.
We are seeking an experienced Business Services Manager to join our Sydney CBD team.
About the Role
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.
Core to the position are the following tools.
- Workflow and Billing Spreadsheet
- Xero Practice Manager
- Xero Tax
- FYI Docs
- Microsoft SharePoint
Key responsibilities include:
-
Responsibility 1 – Management of the behaviors and tasks of your allocated accountants
The direct reporting function for team accounts is to their team Manager/Senior Manager. This reporting deals with Client related matters.
How is this responsibility conducted?
Weekly workflow Meeting held each Thursday and conducted under the standard Agenda.
Daily liaising to ensure that there are no issues that could prevent the accountant from undertaking their role.
-
Responsibility 2 – Client Point of Contact
Client Meetings (Tax Planning Meeting, and other agreed meetings regarding consulting activities).
Phone calls regarding on-going advice and compliance queries.
Emails largely relating to administration of the client compliance and some written advice.
How is this responsibility conducted?
Using tools available including:
Meeting bookings
Telephone
Emails (Outlook)
-
Responsibility 3 – Identification of both Client and Firm Opportunities
Review of client files and engage clients for areas of value add to the client.
Efficiency improvements in compliance process of engagement and work completion, including but not limited to:
Engagement Letters
Client workpapers
Source Document Collation
Software Use
How is this responsibility conducted?
File reviews
Monthly Meetings or as needed with Directors regarding Manager Role and Improvements
-
Responsibility 4 – Technical Review of Client Work and Personal Technical Competency
Review client Review of client files in relation to technical correctness of the work
Ensure your personal skills are up to date in terms of technical competency
Have a broad understanding of tax laws that relate to small business.
About You
To be successful in this role, you will ideally have:
Minimum 10+ years’ experience in accounting
High level of Financial Reporting, Financial Analysis, and Budget Management skills
Experience in preparing and analyzing financial statements
Strong knowledge of accounting principles and standards
CPA or CA certification
Proficiency in accounting software
Strong attention to detail and organizational skills
Adherence to budgets and awareness of timelines.
Excellent communication and interpersonal abilities
Bachelor's degree in Accounting, Finance, or related field
Why Join Wilson Pateras?
This is an opportunity 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.
If you are an experienced public practice accountant looking to take the next step in your career, we would like to hear from you.
#J-18808-Ljbffr