Client Services & Practice Admin | CPA Firm | Hybrid | 15-20 hrs/wk

Interactive Financial Solutions - Mona Vale NSW

This role is initially hybrid, requiring 2-3 days per week in our Mona Vale office. Once you're fully trained and familiar with our systems and clients, there may be the opportunity for increased remote working.

We're looking for someone who enjoys making things happen.

Someone who sees a task that's stuck and naturally thinks:

"What can I do to move this forward?"

If you've worked in an Australian public accounting firm and are looking for a flexible hybrid role where your work genuinely makes a difference, we'd love to meet you.

Interactive Financial is a boutique CPA practice specialising in medical professionals across Australia. We pride ourselves on providing proactive advice and building long-term relationships with our clients.

As our practice continues to grow, we're looking for an experienced Practice Administrator / Bookkeeper to become an significant part of our team.

This is not a reception role. We already have established systems and an overseas support team assisting with many administrative tasks. We're looking for someone locally who can support our practice, communicate with clients and become a trusted part of our operations.

The Role

This hybrid role combines practice administration, bookkeeping and client support.

Your responsibilities will include:

- Preparing client engagement proposals and quotations using Ignition (full training provided).

- Assisting clients with enquiries relating to engagement proposals, fees and invoices.

- Acting as the first point of contact for client administration enquiries and resolving them where possible before escalating to our accountants.

- Debtor follow-up and invoicing.

- Assisting with ATO administration and client correspondence.

- Xero bookkeeping for selected clients.

- Bank reconciliations and bookkeeping support.

- Providing day-to-day administrative support to the accounting team.





- Assisting with ad hoc projects and practice administration as required.

As the practice grows, the role will continue to evolve with opportunities to take on additional responsibilities.

About You

Previous experience working in an Australian public accounting firm is essential.

We're looking for someone who enjoys helping a busy accounting practice run efficiently and takes pride in getting things done.

You'll be someone who:

- Takes ownership of your work.

- Doesn't simply leave a task sitting because you're unsure what to do next.

- Naturally thinks, "What can I do to move this forward?"

- Enjoys communicating with clients and providing excellent service.

- Is organised, reliable and pays attention to detail.

- Is comfortable working independently while also supporting a team.

You will also have:

- Previous experience in an Australian public accounting firm.

- Experience with Xero bookkeeping.

- Experience dealing with ATO administration.

- Excellent written and verbal communication skills.

- Strong organisational skills.

- A positive attitude and willingness to learn.

What We Offer

- Hybrid working arrangement - 2-3 days in our Mona Vale office, with the balance working from home.

- Flexible part-time hours (approximately 15-20 hours per week), ideally spread across 4-5 weekdays, perfect for someone seeking school-friendly hours

- You'll be supported by an experienced offshore administration team, allowing you to focus on higher-value client service and practice administration rather than repetitive processing tasks.

- A varied role combining client engagement, practice administration and bookkeeping - no two days are the same.

- Full training provided for our Ignition engagement software and internal systems.

- A supportive and collaborative team environment where your ideas and initiative are valued.

- Work with an established boutique CPA firm specialising in medical professionals across Australia.

Additional Information

This role requires maintaining detailed timesheets to record client and internal work, helping us manage workload and allocate billable time where appropriate.

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📌 Client Services & Practice Admin | CPA Firm | Hybrid | 15–20 hrs/wk (Mona Vale)
🏢 Interactive Financial Solutions
📍 Mona Vale