Associate Director

Job Description

Reports to: Director

Location: Parnell

Hours: Full time

Greenlion is a progressive accounting firm who builds strong valuable relationships with our clients. Our clients include thousands of small, medium sized and large entities. We take pride in our work and really value our team and their contribution to our firm. We are proud of our non-hierarchical culture and are looking for someone to join us to help maintain our amazing office culture.

An Associate Director's Purpose

To develop and maintain outstanding client relationships, using your curiosity to truly understand your client's business and take pride in how your accounting skills and business acumen help your clients grow and thrive.

Take an innovative approach to work. The world of accounting and business is changing fast, we want to be versatile with the ability and desire to adapt to clients changing needs.

Be inspirational, we encourage everyone to work with autonomy while appreciating everyone's responsibility to support each other, create and maintain the best culture.

Values

People - We are fiercely loyal and committed to our people and our clients. “A” players, we are motivated and driven to succeed. We strive for success while demonstrating compassion, respect for others and humility. There is no room for egos.

Pride - Our collective strength is our pride; our team. Collaborating, co-operating and working together as a team is what we do best. We're there for each other, we support each other and we've got each other's backs, always.

Freedom - With ultimate responsibility comes ultimate freedom. We own our responsibilities and we earn the freedom to run wild. We are empowered and we empower others through our hard work and expertise.

Hunger - We have an insatiable appetite for opportunities, advancement and continuous improvement. We lead the charge with an adventurous and creative spirit, harnessing the very best technology and enabling timely and meaningful change.

An Associate Director's Day

• Annual Compliance - Tax returns / GST, Budgets & Projections

• Monthly Management Accounting - Financial statements, Speaking to clients and understanding their needs, Reviewing financial records, Client meetings

• Ad Hoc - Selling the business, Valuations, Share transfers, Advise clients on miscellaneous tax items such as structure of transactions.

Key Requirements

• Training and assisting clients with Xero

• Develop service plans for clients to meet their needs

• Preparing monthly reports using Fathom

• Preparation of GST Returns

• Understanding the different business needs of your clients

• Payroll work using Smart Payroll

• Creating proposals for new clients

• Workshop, presentation and event coordination

What you'll need to succeed

• Advanced Xero Skills

• CPA or CA qualified

• CPP would be an advantage

• Charismatic and confident

• Excellent communication skills and interpersonal skills

• Positive and proactive attitude

• Team Player

• Ability to influence and build strong internal and external relationships