Job Description
Personal Assistant / Administrator & Client Services Administrator- Hybrid Role
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 cooperative office environment that genuinely values its people.
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.
The Role:
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.
Your responsibilities will include:
Managing incoming calls, emails and client enquiries
Diary management and scheduling appointments for the Partners
Client onboarding and maintaining accurate client records
Assisting clients with nominating new tax agents via ATO Online Services
Supporting AML compliance requirements for new and existing clients
Assisting with ASIC and ATO updates
Proactively managing lodgment lists and monitoring deadlines
Liaising with clients regarding outstanding documentation and information
Preparing digital signing packs and following up signed documents
Database and document management
Reviewing and updating templates and internal processes to improve efficiencies




Supporting the accounting team with general administration duties
Assisting with workflow coordination and practice processes
Drafting and preparing client invoices
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.
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.
The Role:
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.
Your responsibilities will include:
Managing incoming calls, emails and client enquiries
Diary management and scheduling appointments for the Partners
Client onboarding and maintaining accurate client records
Assisting clients with nominating new tax agents via ATO Online Services




Supporting AML compliance requirements for new and existing clients
Assisting with ASIC and ATO updates
Proactively managing lodgment lists and monitoring deadlines
Liaising with clients regarding outstanding documentation and information
Preparing digital signing packs and following up signed documents
Database and document management
Reviewing and updating templates and internal processes to improve efficiencies
Supporting the accounting team with general administration duties
Assisting with workflow coordination and practice processes
Drafting and preparing client invoices
About You, To be successful in this role, you will ideally have:
Previous experience within an accounting, legal or professional services environment
Solid administration, PA or client services experience
Excellent communication and interpersonal skills
High attention to detail and strong organisational abilities
A professional and client-focused approach
The ability to multitask and work in a fast-paced environment
Strong systems skills and confidence learning new software
Systems Used:
XPM (Practice Management)
FYI (Document Management)
ATOmate
Monday.com
Microsoft Office & Outlook
Why Join This Firm?
Supportive and stable team culture
Rarely expected overtime
Large modern office with outdoor courtyard
Close to public transport
Exposure to a high-quality and diverse client base
Long-term career stability within a well-established firm
All communicationwill be strictly confidential

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