Traverse Accountants is a boutique Chartered Accounting firm based in Sydney's Millers Point.

We specialise in Taxation, Advisory, Corporate and Business Services, working closely with a diverse portfolio of clients including high-net-worth individuals and growing businesses.

Our firm is built on collaboration, technical excellence, and strong client relationships. We offer a supportive, team-oriented environment where professionals are encouraged to develop, contribute, and make a real impact.

About the Opportunity

An opportunity exists for an experienced ASIC & Compliance Officer to join our Operations team.

Key Responsibilities

ASIC & Corporate Compliance

- Prepare ASIC forms and supporting documentation for review and lodgement.
- Coordinate company incorporations and entity establishments.
- Process director, shareholder, officeholder and registered office changes.
- Coordinate ASIC annual reviews and associated documentation.
- Prepare share allotments, share transfers and company resolutions where required.
- Maintain statutory company registers and corporate records.
- Monitor ASIC compliance deadlines and annual review dates.
- Liaise with clients to obtain information required to meet corporate compliance obligations.
- Escalate compliance risks or exceptions to the appropriate team member.
- Maintain accurate compliance records, templates and procedures.

ATO & Regulatory Administration

- Prepare ATO lodgement and administrative documentation for review.
- Coordinate ATO correspondence and client communications.
- Monitor lodgement due dates and follow up outstanding client information.
- Maintain compliance-related records and documentation.
- Support regulatory administration activities across the Business Services team.

Client Onboarding & Entity Administration

- Coordinate new client onboarding.
- Prepare engagement letters and associated documentation.
- Complete client and entity setup within practice management systems.




- Maintain accurate client records and documentation.
- Coordinate client identification and compliance documentation where required.
- Ensure onboarding activities are completed in accordance with firm standards.

Client Service Support

- Respond to client administrative enquiries promptly and professionally.
- Coordinate meetings, appointments and document requests.
- Prepare client correspondence and communications.
- Support delivery of a professional and consistent client experience.
- Build positive relationships with clients through responsive, accurate and proactive service.
- Complete AML checks for all new clients in line with firm policy and regulatory obligations
- Support with technology transformation and data integrity projects

About You

- Previous experience in an administrative, client services or compliance role within an accounting, qualified services or legal setting.
- Demonstrated experience coordinating ASIC corporate compliance activities, including company registrations, annual reviews and entity changes.
- Familiarity with ATO administration, client onboarding and practice workflow processes.
- Experience using practice management and compliance systems (e.g. CAS 360, Xero Practice Manager, FYI or similar).
- Strong organisational skills with the ability to manage multiple priorities, meet deadlines and maintain a high level of accuracy.
- Excellent written and verbal communication skills, with the ability to build positive relationships with clients and colleagues.
- High attention to detail, sound judgement and the ability to handle confidential information with professionalism and discretion.
- Proficiency in Microsoft Office and confidence learning new systems and technology.

Benefits & Culture

- Collaborative, team-focused office environment
- Direct exposure to experienced leadership
- Diverse client base including high-net-worth individuals
- Opportunity to expand into advisory and consulting workOngoing professional development and learning

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📌 ASIC & Compliance Officer (City of Sydney)
🏢 Traverse Accountants
📍 City of Sydney