• 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 recent 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 settings.
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)