Join a highly respected CPA / CA accounting and advisory practice with an outstanding reputation across the SME market. Working alongside 3 Partners and a close-knit team of 18 staff, you will become an integral part of a collaborative office environment that genuinely values its people.
This is a fantastic opportunity for someone who enjoys being the “go-to” person in the office, balancing client service, PA support and administration while working with a high-quality and diverse client base.
The Role:
This is a busy and varied position where no two days are the same. You will work closely with the Partners and wider team to ensure the smooth day-to-day running of the practice while delivering exceptional service to clients.
Your responsibilities will include: - Managing incoming calls, emails and client enquiries
- Diary management and scheduling appointments for the Partners
- Client onboarding and maintaining accurate client records
- Assisting clients with nominating new tax agents via ATO Online Services
- Supporting AML compliance requirements for new and existing clients
- Assisting with ASIC and ATO updates
- Proactively managing lodgment lists and monitoring deadlines
- Liaising with clients regarding outstanding documentation and information
- Preparing digital signing packs and following up signed documents
- Database and document management
- Reviewing and updating templates and internal processes to improve efficiencies
- Supporting the accounting team with general administration duties
- Assisting with workflow coordination and practice processes
- Drafting and preparing client invoices
About You, To be successful in this role, you will ideally have: - Previous experience within an accounting, legal or professional services environment
- Strong administration, PA or client services experience
- Excellent communication and interpersonal skills
- High attention to detail and strong organisational abilities
- A professional and client-focused approach
- The ability to multitask and work in a fast-paced environment
- Strong systems skills and confidence learning new software
Systems Used: - XPM (Practice Management)
- FYI (Document Management)
- ATOmate
- Monday.com
- Microsoft Office & Outlook
Why Join This Firm? - Supportive and stable team culture
- Rarely expected overtime
- Large modern office with outdoor courtyard
- Close to public transport
- Exposure to a high-quality and diverse client base
- Long-term career stability within a well-established firm
How to Apply:
To apply, click
APPLY NOW and submit your resume.
Alternatively, you can contact
Alana Collins on (03) 9077 7491 alana.collins@engagepersonnel.com.au for a confidential chat.
Not quite what you’re looking for? Please touch base, as we have many more opportunities that are not advertised.
All communication will be strictly confidential
