Position Summary

The Bookkeeper is responsible for delivering accurate, timely, and compliant bookkeeping services to a portfolio of clients of the accounting practice. The role supports clients by maintaining high-quality financial records and works closely with accountants to ensure efficient end-to-end financial reporting and compliance outcomes.

This role is located in Melbourne, Victoria, Australia

Primary Responsibilities

Client Bookkeeping Services

• Provide day-to-day bookkeeping services for a portfolio of clients across various industries
• Maintain accurate and up-to-date financial records in accordance with accounting standards and client requirements
• Process accounts payable and accounts receivable, including invoicing, receipts, and payments
• Perform bank, credit card, and loan reconciliations

Payroll & Superannuation

• Process payroll for client businesses, ensuring accuracy and compliance with legislation
• Manage superannuation contributions and reporting
• Assist with payroll tax calculations and reporting (where applicable)

Compliance & Reporting

• Review, prepare and lodge Business Activity Statements (BAS) and Instalment Activity Statements (IAS)
• Ensure GST is accurately recorded and reported
• Assist with preparation of management reports and information required for accountants and year-end processes
• Maintain compliance with ATO and other regulatory requirements

Client Relationship Management

• Act as the primary client contact for bookkeeping services, managing communication, expectations, and issue resolution.
• Liaise between clients and the offshore team to clarify requirements, prioritise work, and ensure a seamless client experience.
• Liaise with clients to obtain required information and resolve discrepancies
• Build strong, professional relationships with clients through responsive and reliable service

Systems & Process Improvement

• Use cloud-based accounting software efficiently (e.g. Xero, MYOB, QuickBooks, Employment Hero)
• Identify opportunities to improve bookkeeping processes and workflows
• Maintain well-organised digital records and documentation

Team Leadership & Delivery

• Lead and coordinate a team of offshore bookkeepers to deliver accurate, timely, and consistent bookkeeping services to clients in line with firm standards and procedures.
• Provide clear instructions, training, feedback, and oversight to offshore team members to ensure capability development and service quality.

Workflow & Quality Management

• Monitor and manage workflow, deadlines, and capacity across the offshore bookkeeping team to ensure client deliverables are completed on time.
• Review work for accuracy, compliance, and completeness, addressing issues promptly and implementing corrective actions where required.

Qualifications and Experience:

• Proven experience in a bookkeeping role, ideally within an accounting or professional services environment
• Strong understanding of GST, BAS, and Australian bookkeeping requirements
• Experience with cloud-based accounting software
• High attention to detail and strong organisational skills
• Ability to manage multiple clients and deadlines
• Strong written and verbal communication skills
• Certificate IV in Accounting and Bookkeeping or equivalent (desirable)
• BAS Agent registration (or willingness to obtain)
• Exceptional organisational and time-management skills.
• Strong ability to coordinate workflow and deliver against deadlines

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.

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