Accounting Practice Administrator

Our Practice

We are a CPA Firm with new and contemporary offices located in Hawthorn East close to all amenities. We have a rich and storied history dating back 40 + years, specialising in business services, taxation, consulting and SMSF administration.

Most of our team have been with us for 10 years or more and the current position has become available due a highly valued and respected employee leaving for personal reasons.

The Role

Accounting Practice Office Administrator - ASIC Specialist, Tax & Business Services Admin

Part-time (Flexible 20-25 hrs per week over 3 set days) 

Autonomous role overseeing ASIC workflows, WorkCover, Document Management and ATO Correspondence. Core responsibilities include:

• Maintaining client corporate records including preparation of annual reviews, de-registrations, changes and share allotments & transfers - BGL/CAS360.

• Managing the flow and distribution of ATO correspondence to clients - ATO SmartDocs/Xero/FYI.

• Assist with client on-boarding including to Xero XPM, AML/CTF checks, preparation and follow-up of engagement letters – Xero/FYI/CAS360.

• Preparation of WorkCover annual remuneration certifications for small group of clients and monitoring premium notices.

• Collating and sending Financial Accounts and Tax Returns for client signature.

• Liaison with clients, ATO and ASIC where appropriate and required.

• Electronic lodgement of ATO returns and management of lodgement deadlines (Preparation of returns not required) - Xero.

• Maintaining our internal knowledge base resources – Xero/FYI.

• Improving and maintaining administrative procedure documents – FYI.

• Contributing to the creation of efficiencies within your role and the practice as a whole.

• Filing, scanning, mail, banking and procurement .

About You

You should possess excellent verbal and written communication skills and demonstratable ability to work autonomously and within a team environment.

Key attributes and experience which will looked upon favourably:

• Proficiency in utilising the following software:

  • BGL/CAS360

  • Xero XPM, Xero Blue

  • ATO SmartDocs

  • FYI Document Management

  • MS Suite

  • ATO Tax Agent Portal

  • Annature electronic signature platform

• Previous experience in a similar role within the last five years;

• Ability to manage multiple tasks;

• Willingness to undertake training and professional development;

• Excellent organisational and time management skills;

You may be looking to take the next step in your administrative career or returning to the workforce and looking for flexibility.

Benefits

• Competitive salary plus superannuation

• Friendly work culture with supportive Partners and staff

• Professional development is encouraged and paid for

• Flexible start and finish times

• Annual staff conference, often inter-state over a few days, with plenty of social time and activities mixed in (2023 - Cairns, 2025 - Sydney)

• 30 June & End of Year functions

• Work–Life balance of a part-time position