Job Description

Personal Assistant / Administrator & Client Services Administrator- Hybrid Role

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Join a highly respected CPA / CA accounting and advisory practice with an outstanding reputation across the SME market. Working alongside 3 Partners and a close-knit team of 18 staff, you will become an integral part of a collaborative office environment that genuinely values its people.

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This is a fantastic opportunity for someone who enjoys being the "go-to" person in the office, balancing client service, PA support and administration while working with a high-quality and diverse client base.

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The Role:
n This is a busy and varied position where no two days are the same. You will work closely with the Partners and wider team to ensure the smooth day-to-day running of the practice while delivering exceptional service to clients.

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Your responsibilities will include:

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- Managing incoming calls, emails and client enquiries
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- Diary management and scheduling appointments for the Partners
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- Client onboarding and maintaining accurate client records
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- Assisting clients with nominating new tax agents via ATO Online Services
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- Supporting AML compliance requirements for new and existing clients
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- Assisting with ASIC and ATO updates
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- Proactively managing lodgment lists and monitoring deadlines
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- Liaising with clients regarding outstanding documentation and information
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- Preparing digital signing packs and following up signed documents
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- Database and document management
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- Reviewing and updating templates and internal processes to improve efficiencies
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- Supporting the accounting team with general administration duties
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- Assisting with workflow coordination and practice processes
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- Drafting and preparing client invoices
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n

Join a highly respected CPA / CA accounting and advisory practice with an outstanding reputation across the SME market. Working alongside 3 Partners and a close-knit team of 18 staff, you will become an integral part of a collaborative office environment that genuinely values its people.

n

This is a fantastic opportunity for someone who enjoys being the "go-to" person in the office, balancing client service, PA support and administration while working with a high-quality and diverse client base.

n

The Role:
n This is a busy and varied position where no two days are the same. You will work closely with the Partners and wider team to ensure the smooth day-to-day running of the practice while delivering exceptional service to clients.

n

Your responsibilities will include:

n

n
- Managing incoming calls, emails and client enquiries
n
- Diary management and scheduling appointments for the Partners
n
- Client onboarding and maintaining accurate client records
n
- Assisting clients with nominating new tax agents via ATO Online Services
n
- Supporting AML compliance requirements for new and existing clients
n




- Assisting with ASIC and ATO updates
n
- Proactively managing lodgment lists and monitoring deadlines
n
- Liaising with clients regarding outstanding documentation and information
n
- Preparing digital signing packs and following up signed documents
n
- Database and document management
n
- Reviewing and updating templates and internal processes to improve efficiencies
n
- Supporting the accounting team with general administration duties
n
- Assisting with workflow coordination and practice processes
n
- Drafting and preparing client invoices
n

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About You, To be successful in this role, you will ideally have:

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- Previous experience within an accounting, legal or professional services environment
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- Strong administration, PA or client services experience
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- Excellent communication and interpersonal skills
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- High attention to detail and strong organisational abilities
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- A professional and client-focused approach
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- The ability to multitask and work in a fast-paced setting
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- Strong systems skills and confidence learning new software
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Systems Used:

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- XPM (Practice Management)
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- FYI (Document Management)
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- ATOmate
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- Monday.com
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- Microsoft Office & Outlook
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Why Join This Firm?

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- Supportive and stable team culture
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- Rarely expected overtime
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- Large modern office with outdoor courtyard
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- Close to public transport
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- Exposure to a high-quality and diverse client base
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- Long-term career stability within a well-established firm
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All communicationwill be strictly confidential

📌 Personal Assistant / Administrator & Client Services Administrator- Hybrid Role (Victoria)
🏢 Public Practice - Support
📍 Victoria