We are a busy public practice accounting firm seeking a full time Administration Officer to join our growing team.

The Role:

This is an integral role supporting both the accounting and administration teams. Essentially, you will be responsible for all aspects of the onboarding services provided to our clients. This will include but not be limited to:

- Creation of new clients in our software ecosystem

- Liaising with accountants to determine scope of engagement

- Sending engagement letters to clients

- Liaising with previous accountant regarding ethical letters and file transfers

- Communicating with clients to ensure all relevant information has been provided

- Facilitating TASA and AML/CTF ID check requirements

- Adding clients to the Tax Agent Portal

- Assisting clients with Client to Agent Linkin

What we need in you:

- Extensive experience in a similar role

- Overall knowledge of all aspects of an accounting administration role

- Extremely high level of attention to detail

- Ability to prioritise and work to deadlines

- Experience using Practice Ignition, FYI Docs and XPM

- Self-motivated and able to take ownership of the role

- Strong team work ethic and communication skills

- A happy, qualified disposition





This role will be part of the Administration team and you will work closely with the team members in order to meet the organisational requirements of the practice.

The company:

We like to describe ourselves as not your typical Accountants. When it comes to our clients we get the bigger picture and our clients are our priority. Poole Group is one of the biggest and most progressive accounting firms on the Sunshine Coast. We are well-established with an excellent reputation and continue to experience natural growth year on year. Our organisation comprises like-minded people who get a thrill from seeing their clients maximise their potential. We're a friendly and supportive team who see the value in people.

The benefits:

Work within a supportive and friendly team where the wider firm places a strong emphasis on the health & wellbeing of the team members - opt in for a 9 day fortnight, take advantage of our free fitness sessions, and/or utilise our Employee Assistance Program. On top of this our office is across the road from Lake Kawana which is a perfect backdrop for a lunch time walk/run.

So if you are a professional who is passionate, dedicated and committed to providing the very best customer service, we would love to see your application - please apply now via Seek!

Please note only shortlisted applicants will be contacted.

📌 Administration Officer - Client Onboarding (Maroochydore)
🏢 Poole Group
📍 Maroochydore