05 Aug
|
Tanti Financial Services
|
Penrith
05 Aug
Tanti Financial Services
Penrith
Become the operational backbone of a growing accounting and advisory practice in Emu Plains, NSW. This is a hands-on role responsible for client onboarding, ASIC compliance, workflow coordination and practice administration, ensuring our accountants can focus on delivering exceptional advice and service to clients.
Stable and growing professional practice
Close-knit team of 12 professionals
Varied role with genuine responsibility and autonomy
Modern cloud-based systems and processes
Direct access to Directors and involvement in practice operations
What you'll be doing
As our Practice Administrator, you'll sit at the operational centre of the practice. Your core responsibilities include:
Taking ownership of critical practice operations including client onboarding, corporate compliance, workflow coordination and administrative systems management.
Managing ASIC and corporate secretarial obligations for managed clients (using CAS 360, NowInfinity)
Setting up new entities and clients across all practice systems (XPM, FYI Docs, BGL, FuseSign and others)
Coordinating end-to-end client onboarding — ensuring everything is in place before accountants commence work
Monitoring and managing workflow via XPM with the team and supporting the Director with visibility across deadlines and priorities.
Ensuring compliance jobs (tax returns, BAS, financials) are accountant-ready and on schedule
Handling client enquiries professionally via phone,
email, and portals
Success in this role means:
Client onboarding is completed accurately and efficiently
ASIC and compliance obligations are met on time
Accountants receive complete and organised jobs ready to commence work
Workflow deadlines remain visible and controlled
Clients receive prompt and professional service
What we're looking for
This role suits someone who enjoys structure, takes ownership of their work, and gains satisfaction from seeing tasks through to completion. If you're naturally organised, proactive and detail-focused, you'll thrive here.
You're proactive, detail-driven, and calm under pressure which allows you to catch things before they become problems. You communicate clearly, handle confidential information with discretion, and take pride in doing your job well.
You’ll need a minimum of 5+ years of administrative or client service experience in an accounting, skilled services, or compliance environment. Strong attention to detail, confident communication, and comfort across multiple software platforms are essential. Experience with ASIC processes, corporate secretarial work, or platforms like XPM, CAS 360, NowInfinity, or BGL will put you ahead of the field.
Prior experience within the accounting and taxation services industry is strongly preferred and will be highly regarded.
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📌 Practice Administrator (Penrith)
🏢 Tanti Financial Services
📍 Penrith