This is a wide-ranging role that combines traditional administration with supporting accountants throughout the client workflow. You will be responsible for keeping the practice running efficiently through a mix of client interaction, administrative tasks, and support to the accounting team.
While we would ideally like someone to work full time, we're also open to hearing from experienced candidates who are looking to work school hours.
Key responsibilities
Answering phones and managing incoming enquiries
Managing ATO correspondence and online communications
Preparing and lodging ASIC documents
Assisting accountants with workflow and job management
Client interaction including requesting information from and following up outstanding items
Preparing workpapers and setting up client files
Sending engagement letters and other client documentation
Using cloud-based practice management systems to keep jobs moving
General office administration and providing support across the team
About you
Has previous experience working in an accounting firm (preferred)
Understands the day-to-day operations of an accounting practice
Is confident communicating professionally with clients
Has excellent organisational skills and solid attention to detail
Can manage multiple tasks and prioritise effectively
Enjoys working as part of a small, supportive team
Is comfortable learning and using technology
Experience with Xero Practice Manager, NowInfinity, ContentSnare, Practice Ignition, or FYI Docs would be highly regarded
About us
We're a friendly, well-established boutique accounting firm based in Willoughby. If you're looking for a role where you can make a genuine contribution and enjoy working closely with both clients and accountants, we'd love to hear from you.