Fiducia Advisors is a Sydney accounting practice providing tax, compliance and advisory services to individuals and businesses. We are seeking an organised, detail-focused Administration Assistant / Bookkeeper to be the first point of contact for our clients and to support our accountants with bookkeeping, payroll and ATO compliance work.

This is a wide-ranging, hands-on role suited to someone who enjoys both client service and working with numbers, and who takes pride in accuracy and confidentiality.

Fiducia Advisors is a Sydney accounting practice providing tax, compliance and advisory services to individuals and businesses. We are seeking an organised, detail-focused Administration Assistant / Bookkeeper to be the first point of contact for our clients and to support our accountants with bookkeeping, payroll and ATO compliance work.

This is a varied, hands-on role suited to someone who enjoys both client service and working with numbers, and who takes pride in accuracy and confidentiality.

Key responsibilities Reception and office administration

Answer and direct incoming telephone calls professionally, take accurate messages and respond to general client enquiries

Greet clients and visitors and manage appointment bookings and meeting room calendars

Manage the general office inbox, incoming and outgoing mail, couriers and scanning

Maintain client files and records in the practice management system, including onboarding new clients (engagement letters, ID verification, ATO client linking/nominations)

Order office supplies and coordinate with IT and other service providers as required

Correspondence and document production

Prepare letters, emails,



engagement letters and client reminders using practice templates

Format, assemble and dispatch financial statements and tax returns for client review and signing, including electronic signature workflows

Follow up outstanding client information, signed documents and payments

Accountant support

Prepare client workpapers and gather source documents for year-end and tax return preparation

Track lodgement due dates and help manage the practice workflow and job deadlines

Assist with time recording, work-in-progress, invoicing and debtor follow-up

Undertake ad hoc administrative and research tasks as directed by the accountants

Bookkeeping

Process accounts, reconcile bank, credit card and loan accounts

Maintain accurate ledgers in Xero (and other cloud software as used by clients)

Prepare Business Activity Statements (BAS) and Instalment Activity Statements (IAS) for review by the accountant

Assist with month-end and year-end processes, including accruals, journals and reconciliations

Payroll

Process weekly, fortnightly or monthly payroll for nominated clients

Report payroll through Single Touch Payroll (STP) and finalise employee information at year end

Calculate and process PAYG withholding, superannuation guarantee contributions, leave entitlements and terminations in line with relevant awards





Manage new starter documentation (TFN declarations, super choice forms) and payroll records

ATO liaison

Contact the ATO by phone and through the Online Services for Agents portal on behalf of clients

Retrieve ATO statements, notices and pre-fill reports, and monitor client lodgement and payment obligations

Assist with payment arrangements, remission requests and responses to ATO correspondence under accountant supervision

Maintain accurate records of all ATO contact and outcomes on client files

Skills, experience and qualifications Essential

At least 2 years' experience in bookkeeping, payroll or administration, ideally within an accounting practice

Working knowledge of Xero, including bank reconciliations, payroll and BAS preparation

Sound understanding of GST, PAYG withholding, superannuation guarantee and STP obligations

Excellent written and verbal communication skills, with a professional telephone manner

Strong attention to detail and the ability to manage competing deadlines

Proficiency in Microsoft 365 (Outlook, Word, Excel, SharePoint/OneDrive)

High level of discretion when handling confidential client and financial information

Desirable

Certificate IV in Accounting and Bookkeeping or higher (e.g. Diploma of Accounting)

Experience with Xero Practice Manager (XPM), Xero Tax, MYOB or QuickBooks

Experience using the ATO Online Services for Agents portal

Familiarity with modern awards and Fair Work requirements for payroll

Personal attributes

Friendly, client-focused and approachable

Organised, proactive and able to work independently as well as

📌 Administration Assistant/Bookkeeper (Burwood)
🏢 Fiducia Advisors
📍 Burwood