Financial Administrator

6 days ago

Adelaide, South Australia Davies Stewart Consulting Pty Ltd Full time

Financial Administrator

Robinson's is a highly reputable chartered accounting firm located in the heart of Adelaide's bustling CBD. Renowned for its commitment to excellence, Robinson's has built a long-standing reputation for delivering impressive accounting and taxation solutions to a diverse range of clients. The firm serves businesses of all sizes, as well as individuals, with a focus on providing accessible, high-quality service every time. At Robinson's, the team prides itself on fostering a supportive and collaborative work environment where every member is valued. With flexible working arrangements and a focus on professional growth, Robinson's is dedicated to helping employees thrive both personally and professionally.

Reporting directly to the two Directors, this pivotal administrative role requires exceptional organisational skills, strong problem-solving abilities, and the capacity to manage competing priorities with confidence and efficiency. As the central point of coordination for a range of administrative tasks, you will play a crucial role in ensuring the smooth and effective operation of key processes within the firm.

Your ability to maintain clear communication, anticipate needs, and manage tasks with precision will be vital to your success in this position. You will also have the opportunity to collaborate closely with the wider team and support the firm's commitment to delivering first-class accounting services.

Position Benefits:

  1. Permanent position
  2. Great CBD location
  3. Develop your knowledge within the accounting sector
  4. Join a supportive and collaborative team with a family-like atmosphere
  5. Contribute to the smooth operation of a respected organisation
Key Responsibilities:

Client Onboarding & Compliance
  1. Draft and issue ethical letters for both individuals and complex client groups.
  2. Add clients (individuals and businesses) to the ATO portal, ensuring accurate and complete information.
  3. Manage CAS debt and send signing reminders related to ASIC and Corporate Affairs compliance.
  4. Process ASIC changes, including director address updates and company details maintenance.
ATO & Financial Administration
  1. Review ATO correspondence, including Notices of Assessment (NOAs), payment plans, and debt notifications, to ensure timely and accurate responses.
  2. Establish and manage payment plans for clients, coordinating directly with the ATO as needed.
  3. Oversee the preparation of super fund financial reports, including tax return collation and audit preparation.
  4. Facilitate the setup of companies, trusts, and super funds, including applying for ABNs and TFNs.
  5. Maintain up-to-date knowledge of tax compliance and financial administration processes.
Billing & Account Management
  1. Process client disbursements with accuracy and transparency.
  2. Manage trust accounts, ensuring compliance with financial regulations and internal policies.
  3. Maintain comprehensive investment filing and record-keeping systems to support financial reporting and audits.
  4. Take primary responsibility for billing processes, including invoicing and reconciliation, with thorough review and quality control measures in place.
Workflow & Archiving
  1. Utilise ATO Smartdocs workflow software to streamline documentation processing and improve efficiency.
  2. Archive documents systematically and maintain records in accordance with regulatory and organisational standards.
  3. Develop and maintain procedures to optimize workflow and record management.

If you are eager to advance your career in accounting and excel in a dynamic environment, we love to hear from you

Skills & Experience:
  1. Proficient with Microsoft Word, Excel, and Outlook.
  2. Strong attention to detail & ability to manage multiple priorities.
  3. Experience in an accounting, financial, or professional services environment (preferred but not essential).
  4. Excellent communication skills & client-focused mindset.
  5. Ability to work collaboratively within a team and independently.
  6. Proficiency in accounting software & ATO portals (advantageous).
Apply Now

To register your interest, please forward your current resume and cover letter via the application link.
Your confidential application will be acknowledged by email and shortlisted applicants will be contacted by phone from the Davies Stewart team.

For a confidential conversation please contact our office | 08 8232 8008

To stay up to date with this role and other positions available through Davies Stewart please visit our website and social platforms or contact our friendly team.
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