Intermediate Accountant Bright Wealth

Position Purpose

The Intermediate Accountant prepares compliance work including financial statements and tax returns under the guidance of Senior Accountants. The role focuses on accuracy consistency and applying technical knowledge while supporting workflow efficiency and client satisfaction.

Core and Non-Core Responsibilities

To guide performance expectations and effective prioritisation this roles duties are categorised into Core (85%) and Non-Core (15%) responsibilities.

Core Responsibilities 85%

• Manage allocated tasks ensuring accuracy and timeliness
• Prepare compliance work using firm workpapers and procedures
• Meet KPIs and contribute to divisional outcomes
• Plan and manage workload to meet turnaround expectations
• Track job budgets and work within expectations
• Maintain accurate workpapers and system records
• Communicate professionally with clients and team members
• Ensure compliance with tax obligations (income tax GST FBT PAYG)
• Collaborate with Senior Accountants on workflow and deliverables
• Apply review feedback to improve quality and reduce rework

Non-Core Responsibilities 15%

• Participate in team initiatives and projects
• Contribute to process improvements
• Maintain up-to-date technical knowledge
• Engage in learning and development

Key Expected Results:

• Accurate and timely completion of compliance work
• High-quality workpapers and documentation
• Consistent turnaround performance
• Efficient workload management and escalation
• Contribution to divisional performance

Capabilities and Attributes:

• Strong attention to detail
• Good organisation and time management
• Clear communication skills
• Ability to apply technical knowledge
• Willingness to learn and improve

Position Requirements:

• CA/CPA (or working towards)
• 02 years experience in accounting
• Knowledge of Australian taxation fundamentals
• Ability to prepare compliance work to trial balance
• Proficiency in accounting systems (e.g. Xero XPM)

Workplace Conduct and Culture

Employees are expected to model the firms core values including integrity accountability collaboration respect and excellence. Staff must contribute to a respectful safe and inclusive workplace exemplify professionalism and support a high-performing team culture. Integrity honesty and transparency are fundamental expectations. This role requires open communication ethical conduct and fostering a culture of accountability and trust across the firm.