The Client
Our client is a well-respected professional services firm located in the heart of Brisbane. On the hunt for their next Personal Assistant to support the Managing Director, they're seeking a confident all-rounder to manage a wide variety of tasks whilst working to multiple deadlines.
Benefits & Culture
- Competitive salary package
- Enjoy flexible working arrangements to balance work and life
- 1 day WFH per week
- Be part of a dynamic, social team with regular events
- Enjoy a role that consists of variety (no 2 days the same)
- Ongoing career development opportunities, with clear paths for long term growth
The Role
- Provide EA support to the Accounting and Tax Partner
- Oversee client onboarding, including obtaining ethical clearance from previous accountants
- Finalize proposals, engagement letters, and advisory documents
- Coordinate tax return lodgment program, including reporting and ATO submissions
- Set up new client jobs for annual compliance tasks
- Compile client tax packages (financial statements and tax returns)
- Communicate with clients to obtain signed documents and manage inquiries
- Schedule appointments and meetings for the Accounting & Tax Partner and team
- Maintain accurate client records and follow up on outstanding information/payments
- Assist with billing and invoicing processes
- Ensure compliance with regulatory deadlines and requirements
- Provide general administrative support to the tax team
- Respond to client emails and calls promptly
- Update processes and procedures, manage incoming mail
- Lodge corporate secretarial documents with ASIC
Skills & Experience
- 2-4 years of experience in a similar position
- Positive, proactive attitude
- Ability to prioritize tasks and perform effectively under pressure
- Capable of working independently while collaborating efficiently with the Administration Team
- Proficiency in Microsoft Office and other software applications
- Excellent interpersonal and communication skills, with the ability to build relationships both internally and externally
- High level of confidentiality and attention to detail
- Knowledge of Xero and ASIC software is highly regarded
If you'd like to know more information about the role and company, then please contact Summer Jane at . To apply please click APPLY NOW.
Please note only successful applications will be contacted, and only those with the right to work in Australia need apply.