Pillar III
Human Resources
Position Description Template
This template will help you to create position descriptions for the positions in your bookkeeping practice and supplements the Staff Recruitment paper in Pillar III. Position descriptions give existing and potential staff a good understanding of what the role requires.
POSITION DESCRIPTION TEMPLATE
Position Title: / <Indicative of the nature of the position>General Description: / A very brief overview and general purpose description of this role>
Employment basis: / <Full-time/Part-time/Casual>
Hours per Week: / <Hours>
Non-standard Workplace Conditions: / <Work from home/Work from client’s premises/Weekend work>
Reports to: / <Who (positions) this employee will report to>
Responsible for: / <Who (positions) will report to this employee>
Qualifications: / <Qualifications required>
Experience/ Proficiencies: / <Experience/Proficiencies required>
General Responsibilities:
· <List out the main position responsibilities – be general
·
Specific Position Duties:
· <List out the main position responsibilities – be specific
·
Desired Qualities:
· <List out the main personal qualities the position requires>
·
See the following page for a sample position description for a bookkeeper.
SAMPLE POSITION DESCRIPTION: BOOKKEEPER
General Description: / Perform bookkeeping, reconciliation and data processing duties for clients.
Employment basis: / Full-time
Hours per Week: / 37.5 (plus 2 hours overtime)
Non-standard Workplace Conditions: / Majority of work to be performed on client premises
Reports to: / Practice Manager
Responsible for: / N/A
Qualifications: / Necessary: à Certificate IV in Bookkeeping
Desired: à Degree in Business/Commerce (Accounting major)
Experience/Proficiencies: / Necessary: à 2 years experience in general bookkeeping
à MYOB proficient
à Computer literacy skills
Desired: à QuickBooks proficient
à Xero proficient
General Responsibilities:
· Completing all work assignments in a timely and efficient manner.
· Complying with the firm’s policies and procedures.
· Ensuring that client and firm confidentiality is maintained.
· Supporting other team members and promoting a positive team environment.
· Enjoying your job!
Specific Position Duties:
· Performing bookkeeping work for clients in the areas of:
o Specified Account Reconciliations
o Accounts analysis
o Journals
o Data entry
o Payroll
o Business Activity Statements
o Instalment Activity Statements
· Proactively seek work from pre-existing clients in relation to preparing their Business Activity Statements quarterly/monthly (i.e. requesting their records at the end of each GST period).
· Proactively seek work from pre-existing clients to prepare their end of financial year “Accountants Pack”
· Bill all clients on a timely basis.
Desired Qualities:
· Attention to detail
· Strong client service focus
· Initiative and ability to work independently
· Highly motivated
· Reliable
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