Work that actually matters.

We are seeking a self-directed, authentic and focused Client Administration Coordinator to join our team in our Warren office. Your role will be to enable the accounting team to be accountants by owning and continually improving client service coordination and to deliver a positive experience for our clients.

Success is observed by response times to customers, customer satisfaction, the adherence of PrincipleFocus to its client commitments and the satisfaction of internal customers (the accountants).

Responsibilities include:

• Undertake the administrative functions of the accounting work

• Liaising with clients to gather all required information in a timely manner

• Coordinating, managing, and reporting on workflow outcomes.

• Coordinating, managing, and reporting tax office lodgment requirements.

• Client information coordination including preparing and obtaining client checklists, reviewing documentation received for completeness, scanning, and saving documentation and liaison with accounting team members.

• Implementation of existing systems to achieve the maximum efficiency within the business, which includes continuing to drive the implementation of systems, to investigate and implement all possible efficiencies in process. 

• Maintain associated systems in compliance with documented procedures and as directed by supervising Accountant.

• Lodgment of tax returns, IAS & BAS

• Preparation of correspondence and communications with clients advising them of tax registrations, assessments, and tax liabilities. 

• Prepare company, partnership, and trust minutes.

• Maintaining & lodging of ASIC requirements for clients

Essential skills:

• Experience within a professional service firm is highly desirable

• Experience with Xero would be an advantage

• Demonstrated skills in business communication and teamwork.

• Demonstrated strong customer service skills.

• Demonstrated skills in high levels of organisation and problem solving.

• Proven experience in a professional office environment

• Advanced level of skill with Microsoft Office Suite of Applications.

We are seeking a Business Administration Coordinator who is responsible for:

• Support, development and management of the efficient and effective operations for the Business Administration.

• Support the business revenue function (CSA, ASR & invoicing)

• Delivery of some client functions

• Enabling the accounting team to be accountants and to deliver a positive experience for our clients by ensuring appropriate business administration systems are in place.

Success is observed by achieving revenue targets, the satisfaction of internal customers (the accountants), response times to customers, customer satisfaction in accordance with client commitments, and the adherence of PrincipleFocus policies and procedures.

Key activities and tasks of the position 

Business and office administration, including:

• Premises management,

• HR processes and procedures,

• IT support and liaison; software management including Xero data base details & integrations,

• Support to accounting team re client commitments,

• Support with client invoicing and CSA/ASR arrangements.

Other tasks including, but not limited to:

• Ensuring adequate tenure of our business premises including review of leases, dealing with landlords and solicitors and working with the Managing Director to ensure that our business premises meets our working requirements.

• Monitoring maintenance issues and sourcing contractors to resolve issues.

• Supporting regular office functionality including meeting room preparation and tidiness, mail, answering door, meet and greet clients, filing etc

• Maintaining appropriate levels of office supplies, stationery, and office equipment.

• Coordinating, managing, and reporting tax office lodgment requirements.

• Implementation of existing systems to achieve the maximum efficiency within the business, which includes continuing to drive the implementation of systems, to investigate and implement all possible efficiencies in process.

• Supporting the maintenance of client database details.

• Maintaining associated business systems (e.g. fyi, Practice Ignition, XPM, Xero, ATO portal) in compliance with documented procedures and as directed by the accounting team.

• Assisting staff to troubleshoot computer issues and refer to HiTech ITworX.

• Lodgment of tax returns, IAS & BAS (this is a shared responsibility)

• Managing our clients’ corporate compliance matters (ASIC) including lodgment of annual returns and payment of filing fees.

• Supporting the establishment of new entities for clients using NowInfinity software System.

• Processing changes to client ASIC records.

• Supporting the preparation of company, partnership, and trust minutes, dividend statements etc.

• Participating in the business training and developing program (development days) - be willing to seek and implement new ideas.

• Supporting the managing director in establishing HR systems to promote performance appraisals, policy, licensing etc. processes (Employment Hero software)

• Participating in continuous improvement of our systems and contribute to our systems knowledge.

• Performing any other work-related duties and responsibilities that may be assigned from time to time.

There may be some shared functions required to support the accounting teams including:

• Client information coordination including preparing and obtaining client checklists, reviewing documentation received for completeness, scanning, and saving documentation and liaison with accounting team members.

• Preparation of correspondence and communications with clients advising them of tax registrations, assessments, and tax liabilities.

• Coordinating, managing, and reporting workflow.

Performance measures

• Enthusiasm and proactive participation as a team member – support for each other.

• Positive relationships within business – an open mind and open heart.

• Adherence to HR policies and business processes.

• Systems work to meet needs of team members.

• Premises secure, highly presentable and suitable for working needs.

• Work completed in agreed timeframes to a high standard of excellence - accuracy of documentation prepared

• No client fines or penalties due to late lodgment.

• Seeks to continually improve the quality and efficiency of business processes.

• Regular workflow and tax compliance reporting

• Document filing is appropriate.

Personal attributes and behaviors

Leadership and Management

• Positive impact on culture and organizational performance.

• Maintaining a high standard of excellence and “informal professionalism”.

• Preparation of business reports and documents consistent with business formats and with attention to detail.

• Communicate, communicate, communicate.

• Identification of opportunities to improve your individual and business effectiveness (innovate).

• Motivate and inspire others.

• Specialise – become an expert in a business function (e.g. fyi document management system)

Planning and Organization

• High degree of thought and planning supported by strong organization skills.

• Communicate your progress and highlight any issues and changes to the plan early.

• Effective at identifying problems and providing solutions.

Decision Making and Communication

• Use clear analysis that leads to logical, informed and objective decisions.

• Embrace opportunities to change where it is beneficial to the team or the organisation.

• Identify and consider innovative solutions where appropriate.

• Good at listening and making sure you glean understanding from others.

• Communicate your view and ideas and question clearly.

• Make a positive and professional impression.

• Give feedback that helps others to develop.

• Professionally handle disagreements between individuals and teams.

Systems and information technology

• Enthusiastically adopt the business’ technology and recognize its benefits.

• Identify opportunities for PrincipleFocus to become more efficient and effective through technology.

• Follow, develop, and promote systems for everything to reduce risk, increase productivity and promote teamwork.

Qualifications and experience

We value and employ on the basis of (in order of priority) character, skills and experience and then qualifications, but promote lifelong learning and specialization.

Required:

• Demonstrated skills in business communication and teamwork.

• Demonstrated strong customer service skills.

• Demonstrated skills with organisation and problem solving.

• Proven experience in a professional office environment (preferably an accounting office)

• Strong skills working with apps, systems and their integration.

• Advanced level of skill with Microsoft Office Suite of Applications

Help farming businesses thrive through better financial reporting, forecasting and business insights. This is far more than a traditional analyst role. We’re looking for an Agribusiness Business Analyst who will undertake  financial analysis, technology implementation, budgeting, forecasting and client advisory support to help agricultural businesses improve performance and achieve their goals.

Why this role?

• Learn from experienced consultants and business advisers. 

• Implement leading financial technology including Xero and Figured. 

• Turn financial data into meaningful business insights. 

• Develop expertise in agribusiness and farm financial performance.

Your impact

• Implement and support Xero and Figured systems

• Prepare monthly and quarterly business reports

• Develop budgets, cash flow forecasts and three-way forecasts

• Analyse business performance metrics

• Support client meetings

• Train clients and provide practical solutions.

What you’ll bring

• Strong analytical and problem-solving skills

• Experience with financial reporting and business metric

• Excellent communication skills

• Proficiency in Xero and Microsoft 365

• Ability to manage priorities

• An interest in agriculture and business.

Desirable experience
Accounting, bookkeeping, agricultural finance, farm budgeting, Figured, AgriWebb, Agworld or related business systems.

Why join us?
Work with innovative farming businesses, receive ongoing professional development, build specialist expertise, contribute to meaningful outcomes for rural communities, and be part of a collaborative team that values Relationships & Family, Integrity, Excellence, Collaboration and Innovation.

Our ideal candidate
Curious, proactive, dependable, technology-minded, highly organised, and committed to delivering outstanding client service and quality work every time.

Apply now here

We are seeking a self-directed, authentic and focused Senior Accountant to join our team, based in our Dubbo office.

PrincipleFocus is an accounting & advisory business that has a big vision, for us and for our clients. We listen, develop possibilities, focus on outcomes and inspire growth - growth in people, growth in business and growth in profits.

PrincipleFocus is different from other firms - relationships come first. As management accountants, we take a holistic approach to vision, strategy and implementation. Our clients are proactive regional families in agribusiness and investment, seeking growth and change.

To achieve our vision our team must also grow - in excellence, collaboration and innovation, through our collective and varied experiences and our knowledge; and now in size, to meet growing demand for our services.

The position offers:

• Genuine client focus, with substantial client interaction.

• Broad range of business advisory services & specialist opportunities.

• A commitment to outcomes, value, learning and excellence.

• Vibrant & innovative team culture.

• Great workplace flexibility.

Reporting directly to the Senior Advisor, your role will be to:

• Develop and maintain excellent support, communication, and management of a discrete client base.

• Identify and follow up opportunities to add value for clients and for PrincipleFocus.

• Work collaboratively with the team, to support each other and to grow and advance our business.

• Support clients with regular management accounting & reporting for complex farming entities.

• Prepare pre-June tax estimates for clients.

• Review and finalise year-end financial statements and tax returns.

• Manage clients’ taxation and other compliance obligations, and support them in their future plans.

Essential skills:

• 5 years’ experience in a professional practice or corporate environment.

• Excellent client management and communication skills and ability to develop strong client relationships – an authentic, genuine interest in clients.

• High skill levels in business communication and teamwork.

• Committed to growth and learning (including continuing professional development).

• Strong attention to detail and good work ethic.

• Demonstrated skills in problem-solving.

• Demonstrated skills in workflow management, prioritisation and organisation.

• Experience in providing informative financial reporting in accordance with Australian Accounting Standards.

• Experience and understanding of client tax compliance obligations.

• Demonstrated experience with Microsoft Office 365, financial reporting applications and Xero.

Desirable skills:

• Demonstrated skills in client relationship building, development and sales experience.

• Business development skills (i.e. developing the PrincipleFocus business)

• Business development skills (i.e. developing client businesses – e.g. business & strategic planning, development of business models, budget preparation).

• Experience with practice management software, specifically FYI.

• Experience with management accounting and reporting.

• Experience in SMSF administration.

• Experience in writing complex tax advice.

This is your opportunity to be an integral part of a high performing and professional team, in a people focused business. We believe and are motivated by support for each other, service to clients, and “making a difference”.

An above market remuneration package, and career progression opportunities are on offer for the right candidate.

To apply, please email your resume and a cover letter outlining what you will bring to the position to pf@principlefocus.com.au.

If you have any questions, please call us on 02 6885 5788.