• Ensure all timesheets are submitted by due dates, and budget hours entered for all tasks. TLs to update their staff / clients. Manager to make sure its done.
• Manage Team capacity, allocating overload to available staff (possibly across teams)
• Ensuring that all team members are progressing well and performing according to their role. Undertake quarterly performance management meetings TLs, ensuring each TL does the same for their Team.
• Encouraging the growth of the team through ensuring mistakes are reviewed and everyone learns from them, via the Navigate Learning Review process.
• To monitor the effectiveness of training for new joiners and suggest operational training for existing staff based on the requirements.
Team Lead -
General requirements:
- Lead, motivate, and mentor a team, fostering a collaborative and productive work workplace.
- Be responsible for all tasks required for the preparation of client financial statements.
- Ensure internal controls are Implemented and maintained in client environments.
- Develop team members via Navigates Performance Development plan • Develop and maintain positive working relationships with clients, ensuring that responses to requests are provided in a timely manner.
• Take an interest in our client's businesses, highlighting anything you think could be improved.
Senior Account Executive:
Complex Taskwork:
- Finalisation of STP, Stat Reconciliations / OSR / ATO / Super (complex) FBT
- Process complex payrolls / refunds
- Liaison and management of Audits
- Process and calculate commissions
- Load ABA files
- Stat Bal Sheet Recs ,Insurance Funding set up (unexpired interest etc)