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 recent 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
n
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 environment
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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