Bookkeeper at Focus Financial Partners in Melbourne, Victoria, AU

Position Summary

The Bookkeeper is responsible for delivering accurate, timely, and compliant bookkeeping services to a portfolio of clients of the accounting practice. The role supports clients by maintaining high-quality financial records and works closely with accountants to ensure efficient end-to-end financial reporting and compliance outcomes.

This role is located in Melbourne, Victoria, Australia

Primary Responsibilities

Client Bookkeeping Services

• Provide day-to-day bookkeeping services for a portfolio of clients across various industries
• Maintain accurate and up-to-date financial records in accordance with accounting standards and client requirements
• Process accounts payable and accounts receivable, including invoicing, receipts, and payments
• Perform bank, credit card, and loan reconciliations

Payroll & Superannuation

• Process payroll for client businesses, ensuring accuracy and compliance with legislation
• Manage superannuation contributions and reporting
• Assist with payroll tax calculations and reporting (where applicable)

Compliance & Reporting

• Review, prepare and lodge Business Activity Statements (BAS) and Instalment Activity Statements (IAS)
• Ensure GST is accurately recorded and reported
• Assist with preparation of management reports and information required for accountants and year-end processes
• Maintain compliance with ATO and other regulatory requirements

Client Relationship Management

• Act as the primary client contact for bookkeeping services, managing communication, expectations, and issue resolution.
• Liaise between clients and the offshore team to clarify requirements, prioritise work, and ensure a seamless client experience.
• Liaise with clients to obtain required information and resolve discrepancies
• Build strong, professional relationships with clients through responsive and reliable service

Systems & Process Improvement

• Use cloud-based accounting software efficiently (e.g. Xero, MYOB, QuickBooks, Employment Hero)
• Identify opportunities to improve bookkeeping processes and workflows
• Maintain well-organised digital records and documentation

Team Leadership & Delivery

• Lead and coordinate a team of offshore bookkeepers to deliver accurate, timely, and consistent bookkeeping services to clients in line with firm standards and procedures.
• Provide clear instructions, training, feedback, and oversight to offshore team members to ensure capability development and service quality.

Workflow & Quality Management

• Monitor and manage workflow, deadlines, and capacity across the offshore bookkeeping team to ensure client deliverables are completed on time.
• Review work for accuracy, compliance, and completeness, addressing issues promptly and implementing corrective actions where required.

Qualifications and Experience:

• Proven experience in a bookkeeping role, ideally within an accounting or professional services environment
• Strong understanding of GST, BAS, and Australian bookkeeping requirements
• Experience with cloud-based accounting software
• High attention to detail and strong organisational skills
• Ability to manage multiple clients and deadlines
• Strong written and verbal communication skills
• Certificate IV in Accounting and Bookkeeping or equivalent (desirable)
• BAS Agent registration (or willingness to obtain)
• Exceptional organisational and time-management skills.
• Strong ability to coordinate workflow and deliver against deadlines

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.