Your Wealth Accounting is a well-established and trusted accounting and advisory firm, providing financial and advisory services to clients across Australia.

We are looking for a motivated Administration Assistant to join our friendly and supportive team. This is an exciting opportunity to develop your career in a skilled environment while gaining exposure to the finance and accounting industry.

You will work closely with a Senior Partner, our accounting team, and our Melbourne office, supporting both client services and internal administration.

Why Join Us?

Be part of a team where your growth matters!

Our office is just a short walk from the beautiful Mermaid Beach, offering a role packed with hands-on training and real exposure to the financial and accounting industry. You’ll work alongside a friendly, supportive team across Melbourne, Queensland, and offshore, and enjoy the fun and connection of our annual company retreat.

Join us and start building your career in a workplace that truly values collaboration and learning.

Key Responsibilities

Client Services & Communication

Professionally answer incoming calls and emails

Manage multiple shared inboxes

Assist with onboarding new clients and input information into systems (ATO Portal, Xero, NowInfinity)

Communicate with clients and financial planners regarding deadlines and documentation

Follow up on outstanding client documents

Administration & Office Support

Data entry, scanning, filing, and managing incoming mail

Draft and send engagement letters, ASIC documents,



and general correspondence

Maintain workflow spreadsheets and track progress on tasks

Assist with lodgement tracking (tax returns, BAS, IAS, ASIC)

Manage compliance authorisations, agent appointments, and access to key systems, including tax and banking platforms

Maintain records in line with firm procedures

Collaborate with Corporate team members to complete corporate requests

ATO & Compliance Support

Liaise with the ATO on behalf of clients and accountants

Set up ATO payment plans and apply for lodgement extensions

Monitor ATO notices and deadlines

Manage linking and unlinking of entities in the ATO portal

Accounting Support

Upload tax documents to client portals

Update Xero Practice Manager jobs, tasks, and due dates

Run basic weekly reports and send to Partner

Draft invoices and assist with payment setups

Follow up on outstanding debtors

Assist with tax return and BAS preparation checklists

Coordinate with the offshore team to ensure a smooth workflow

What We’re Looking For

Strong attention to detail and accuracy

Excellent written and verbal communication skills

Strong organisational skills and ability to manage competing deadlines

Customer service mindset with professionalism in all communications

Basic computer skills (Outlook, Word, Excel or Google Sheets)

Positive attitude and willingness to learn

Previous experience in an accounting practice is an advantage

Ability to work collaboratively within a team

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📌 Administration Assistant (Queensland)
🏢 seek.com.au
📍 Queensland