he below is a brief I provided to another recruiter.
Client Bookkeeping
Must haves:
Xero certified and extensive experience in bookkeeping including GST, BAS, Payroll, Super, STP, Invoicing
Being able to communicate with clients regarding transactions, reporting needs, payment requirements etc
Prepare month end reconciliations with correct allocations to the chart of accounts
Setting up new Xero files with data feeds and building Chart of Accounts for new entities
Innate Wealth Financial Management
Must haves:
Xero experience as per above including Accounts Payable and Accounts Receivable and Month end reconciliations & reporting
Accounting Administration
Valuable but not critical:
Previous experience in Public Practice on areas including Engagements, Ethical requests, ATO communications, Collations, Invoicing
Knowledge in regard to entity establishment (ie SMSFs, Companies, Trusts)
Corporate Secretarial skills and knowledge (ie ASIC)
Reporting to – Accounting / Tax Partner
Maternity Leave role – 12 mths
Commencement – early to mid May 2026
Hours – circa 25-30 per week (4 days full days or 5 days part days) but flexible depending on volume of work
Flexibility – one day a week from home post training/transition period (minimum 6 weeks)
