About the role

This Admin Accountant role combines administration and individual taxation responsibilities. You will manage day-to-day office operations, client communications, and records management while also preparing and lodging individual income tax returns and providing tax advice to clients.

Key responsibilities

- Manage day-to-day office administration and client correspondence

- Maintain client records, documents, and electronic filing systems

- Follow up clients for outstanding information and supporting documents

- Schedule appointments, meetings, and client follow-ups

- Handle incoming calls, emails, and general client enquiries

- Prepare engagement documents, letters, and other administrative correspondence

- Maintain workflow records and update the status of client jobs

- Assist with invoicing, payment follow-ups, and general accounts administration





- Prepare and lodge individual income tax returns

- Review PAYG payment summaries, income statements, bank interest, dividends, and other income information

About you

- Ability to prepare and lodge individual income tax returns

- Knowledge of rental property schedules and rental income and expense calculations

- Understanding of work-related deductions and allowable tax deductions

- Ability to calculate capital gains and losses for individual taxpayers

- Experience with ATO pre-fill information and reconciliation

- Ability to prepare tax estimates and advise clients of expected refunds or tax payable

- Ability to maintain confidentiality and ensure accurate record keeping

📌 Admin accountant (Shepparton)
🏢 Tax Guru
📍 Shepparton