Manager

MANAGER

EMPLOYMENT STATUS ¦ Full Time REPORTS TO Director

KEY DUTIES & RESPONSIBILITIES

Effectively manage a client portfolio, providing technical support, feedback and guidance to team members that work on your clients. Set, review, meet and oversee productivity and client budget expectations. Ensure all work is accurately billed. Providing technical support, feedback, and guidance to team members. Manage junior staff to ensure they have sufficient work based on experience and capabilities Effective review of junior team members' work Manages the expectations of both clients and directors of the firm Manages multiple staff Sets own budgets on a monthly basis and ensures targets are met Effectively manages scheduling of work based on the capacity plan Prepare team WIP forecasts and manage workflow Sets realistic time frames and ensures they are met Review and provide quality assurance on work for Superannuation Funds being provided to clients: Financial Statements Tax Returns Letters and correspondence Pension Letters Ability to review and identify technical issues, mitigate risk and consider planning strategies to minimise tax in relation to the following areas of the tax system: Assessable income Allowable deductions Hire purchases/leases Capital Gains Tax (including applicable exemptions and rollovers) Fringe Benefits Tax Division 7A Loans Part IVA Goods & Services Tax Individual Tax Rates Small business CGT Concessions Capital Allowances and Capital Works Company and Trust Losses Dividend Imputation System Trading Stock Superannuation Active participation and facilitation in training or discussions around specific technical areas An awareness of the following areas to identify, perform research and seek further guidance when required: Indirect taxes Share buybacks Liquidations General value shifting rules Debt/equity ratios Demergers Consolidations International tax and foreign income rules Transfer pricing Buy/sell agreements Actively seek new client opportunities outside of the existing client base Actively look for opportunities where added value or additional services can be provided to the client Maximise profitability within own client base Leads meetings and training for the team Manages the requirements of multiple team members Understands the strengths of each team member and allocates tasks accordingly Understands the gaps in knowledge of each team member and ensures necessary training is carried out Train and develop your team Create an open and supportive team culture Regarded as a respected leader within the business Actively contributes to the leadership team Other duties as required

PERFORMANCE MEASURES

Chargeability: Productivity >75%

Client Management: Effectively manage a client portfolio of >$TBD Compliance Job turnaround target <35 days from fee approval or work-in (AE's only) Achievement of <15% variance Job budgeted hours vs Actual Hours Annual compliance meeting WIP vs Budget for the financial year, achieving 5% or less variance (KPI) - HPI <-5% Achievement of the annual job target measured quarterly (KPI) 85% on time lodgement of tax returns

Sales Targets: $TBD Advisory sales $TBD referrals to Wealth ($TBD) & Finance ($TBD) Professional Development: Personally achieve 40 CPD hours (KPI) 52 Hours (HPI)

PERSONAL OBJECTIVES/ACTIONS TBD

INDIVIDUAL QUALITIES

Is able to balance and prioritise conflicting demands while maintaining good judgement Outstanding time management skills Exceptional attention to detail Seeks ways to self-improve Does not shy away from learning opportunities Seeks advice on leading a team and mentoring Actively seeks learning opportunities Positive influence on the team Supports the direction of HTA as a business Is able to confront obstacles and find solutions Respectful to both team members and clients Reliable - keeps promises and commitments Highest standard of ethics, confidentiality, and professionalism Confidence in leading team - is able to make tough decisions Maintains accountability and dependability Confidence to advise based on sound knowledge Remains balanced and rational in all dealings Excellent written and verbal communication skills

QUALIFICATIONS & EXPERIENCE

CA or CPA qualified 10+ years experience in public practice Advanced understanding of the Corporations Act, relevant accounting standards, tax legislation and other research as they relate to the work undertaken Advanced knowledge of taxation legislation Excellent Xero knowledge Excellent use of Office products Excellent use of Excel - tables & graphs, formulas, pivot tables, vlookup etc. Advanced client relationships and seen as being a trusted advisor

ACCEPTED & AGREED BY

__________________________________ __________________________________ Date: TEAM MEMBER DIRECTOR / MANAGER