Admin accountant

About the role

This Admin Accountant role combines administration and individual taxation responsibilities. You will manage day-to-day office operations, client communications, and records management while also preparing and lodging individual income tax returns and providing tax advice to clients.

Key responsibilities

• Manage day-to-day office administration and client correspondence

• Maintain client records, documents, and electronic filing systems

• Follow up clients for outstanding information and supporting documents

• Schedule appointments, meetings, and client follow-ups

• Handle incoming calls, emails, and general client enquiries

• Prepare engagement documents, letters, and other administrative correspondence

• Maintain workflow records and update the status of client jobs

• Assist with invoicing, payment follow-ups, and general accounts administration

• Prepare and lodge individual income tax returns

• Review PAYG payment summaries, income statements, bank interest, dividends, and other income information

About you

• Ability to prepare and lodge individual income tax returns

• Knowledge of rental property schedules and rental income and expense calculations

• Understanding of work-related deductions and allowable tax deductions

• Ability to calculate capital gains and losses for individual taxpayers

• Experience with ATO pre-fill information and reconciliation

• Ability to prepare tax estimates and advise clients of expected refunds or tax payable

• Ability to maintain confidentiality and ensure accurate record keeping