ATTN: Awesome People Wanted

Yep, stop what you’re doing BECAUSE Alluvia Financial is on the hunt for a Manager to join our growing A-Team! 

Consider this your personal invite ;) Don’t delay, tag your friends and get applying! We seriously can't wait to hear from you… Like srsly, we’re ready for our new work bestie! 

www.alluviafinancial.com/blog/workwithus #alluviafinancial

Sick and tired of doing the same. exact. thing. day in. day out? Find yourself clock-watching and just down-right bored in your career? 

Well, Alluvia Financial might be the team for you! 

We have an amazing career-upleveling opportunity to join our multi-award winning A-TEAM. *Yep, we like to think we’re pretty cool and if you ask our clients, they’ll be the first to say we actually are!*

The thing is, we are incredibly passionate about helping our clients AND our team discover their richness, AND we have some massive goals for the future! So, if you’re wanting something more, then apply today and you could be the next legend to add value to our amazing team.

CALLING ALL: Experienced bookkeepers, born leaders and number lovers, take note. We need you!

SO, What are we on the hunt for? 

Someone who is in it for the long term and wants to impress themselves in the role to successfully lead the A-TEAM into the future… 

In fact, you’re going to love the flexibility and options this role offers AND we are going to love that you...

  • Have out of this world communication skills and are super efficient at what you do

  • Have a strong technical background in accounting

  • Get a kick out of enabling the success of others

  • Work with compassion and empathy

  • Are extremely organised

  • Are curious and love solving problems

  • Are obsessive about small business finances

  • Are passionate about helping business owner discover their richness

  • Have, at least 2 years experience working in the small business finance environment

  • Pride yourself on your kick-ass personality

Yes, you’ll need to do the standard accounting ‘stuff’ (I know you love it [; ), you will, however, be empowered *and encouraged!* to bring your unique personality, skills, and approach to take Alluvia Financial to new heights. Working alongside myself and the rest of the A-team, the scope of your role will only be limited by you.

Roles & Responsibilities:

Your role will be to manage and support the team to succeed in their roles.

Team Management

  • Support the team & CEO in completing their client work

  • Help and train the less experienced team members in completing their tasks and jobs, ensuring that the work is completed accurately and efficiently

  • Train and develop the technical skills of your team helping and teaching them with all aspects of bookkeeping and payroll processing, ensuring the team is fully productive

  • Review your teams work and ensure it for quality and have tasks and jobs done to a 90-100% completion stage

  • Monitor and review the time taken by team members to perform client tasks, to ensure the tasks are completed in accordance with priority and within budgeted time frames and fees, and to avoid scope creep and lost revenue

  • Task driven and the ability to complete more technical jobs, as well as specific projects, required by the CEO

  • Ability to support and collaborate with the team, helping and guiding them technically to perform and complete tasks, and to solve and improve client problems

  • You will lead the direction of team Daily Stand Ups

  • Ability to liaise with external accountants with regards to client information and work

  • Review and develop effective processes and checklists, as well as ensure all processes are adhered to by team, and that all processes are recorded in the required software application

  • Conducting your team members monthly and annual performance reviews

  • You will assist in hiring and building the team

  • Managing and overseeing OHS and HR issues/obligations

Client Management

  • Service clients in all areas of BAS Agent scope of work and small business advisory

  • You will be required to communicate effectively with clients via email, Slack, phone or Zoom

  • Liaise closely with the CEO, and the Client Managers in communicating findings and recommendations relating to the clients work and tasks

  • Proactive recommendations to current and prospective clients to help grow and improve our work and overall revenue

Technical Requirements

  • The successful applicant needs a very high level of technical knowledge and the ability to apply it to finalise jobs for clients

  • A BAS Agent qualification is desirable, but not a necessity

  • You should have 2 years experience in Bookkeeping and 3 years working as a Manager

Preparing

  • BAS and IAS lodgements

  • Payroll, Superannuation and Payroll Tax

  • Taxable Payments Annual Report (TPAR)

  • Small business advice following analysis of financials

  • Ensure proper documentation is in place to provide for an accurate audit trail to support all financial records

  • Workpapers for external Accounting Firms for year end

Use of the following software

  • Xero Software (100% clients on Xero)

  • Xero Practice Manager

  • Receipt Bank

  • Google Suite

  • Insightly, XBERT, Evernote, Practice Ignition, Slack and Loom knowledge is beneficial

  • It is recommended that you stay abreast of new technologies and relevant compliance legislation

Soft Skills

  • Be a good leader, results and outcomes driven but with great people management skills to support and get the best out of your team

  • Be an extremely good communicator of complex technical information, with strong verbal and written english communication skills

  • Work well independently, and the ability to work on a diverse portfolio of clients, and prioritise multiple tasks in a fast-paced environment

  • Understand the importance of professionalism and high standards, to be transparent and communicate openly in raising concerns, to minimise repeated errors, and to learn and improve from mistakes made

  • Open to learning and feedback, and want to ultimately help the CEO in their role, and the success of the company

This really is an amazing opportunity to work with a bunch of passionate people, who genuinely care about their clients. We’re kidding. We completely understand that work is not life and that’s why we encourage a healthy work-life balance. (I mean, have you seen the fun we have on socials? It’s legit!) 

We even embrace technology and run our business 100% from the cloud, and we even help our clients to do the same! Balance is key - and we do it damn well. 

In this position, you will work closely with the business owner *that’s me, Jo!* and there is a huge opportunity for you to make a valuable contribution to the success and growth of Alluvia Financial. Yep, we’re looking for a great leader, team-player and all-round right-hand-awesome-person!

Our approach to staff is about finding the right person, and then empowering them to be the best they can be. That might look like flexible working hours, providing alternate working locations or opportunities to step further into the world of your clients. The A-Team LOVE working together and having fun at the same time - so you’ll be guaranteed both!

So, let’s get down to business: What level of experience do you need? 

Well… provided you tick the boxes on the above points, we actually couldn't care less. Just prove to us why you are the one, and we’ll snap you right up! Hurry up and get in touch with us, we are dying to meet you!

How do you apply?

  • Shoot us through your resume

  • Write a cover letter ‘selling’ yourself and your awesomeness 

  • Make a quick video highlighting who you are and why you're beyond perfect to be our next SUPERHERO MANAGER

Questions, comments and bribes can be directed to Jo on 0408 280 405 or jo@alluviafinancial.com

Jo DoyeAlluvia FinancialComment