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Position Summary:
JTCA is a well-established accounting firm based in Australia, offering comprehensive accounting, financial planning, and mortgage broking consulting services. We are seeking a detail-oriented Account Executive to assist in preparing financial statements and tax returns for our clients. This role is perfect for someone with a foundational understanding of accounting principles and a desire to grow within a dynamic team environment.
Key Responsibilities:
- Review income, debt, and expenses to determine borrowing capacity with various lenders.
- Conduct cash flow and retirement modeling.
- Perform product comparisons and prepare quotes.
- Manage workpapers, internal reports, and bookkeeping.
- Handle Self Managed Super Fund reporting and data management.
- Conduct research on client accounts as needed.
- Prepare and maintain workpapers, research, and records.
- Review client files to ensure record-keeping requirements are met.
- Prepare monthly reports for clients.
- Update internal workflow and database to keep client details current.
- Prepare product cost comparisons and evaluate risk profiles.
- Assist the Australian team with assigned tasks.
Skills & Competencies:
- Diploma or Bachelor's degree in Accounting, Finance, or a related field.
- Intermediate to advanced proficiency in Microsoft Office.
- Ability to maintain accuracy and thoroughness in financial tasks.
- Capability to prioritize work and manage time effectively in a fast-paced environment.
- Analytical skills to identify issues and implement effective solutions.
- Strong written and verbal communication skills in English and Mandarin.
- Willingness to learn and grow within the accounting profession, with openness to feedback and development.
If you are interested in this role, click ‘apply now’ to submit your resume (in MS Word format), or email to:
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