Personal Assistant

3 weeks ago

Parramatta Park, Queensland, Australia William Buck Full time

William Buck, more than advisors: We understand that exceptional advice comes from passionate people who thrive in an environment where they feel empowered to shape outcomes. That's why at William Buck, we've created the 'Goldilocks' model – a top ten performing business that's just the right size to ensure every employee has a tangible impact.

William Buck is the perfect place to start, grow, or take your career to the next level. Be part of a dynamic team that prides itself on delivering advice that makes a difference.

Description of the role:

We're seeking a Personal Assistant to join our Business Advisory team.

What makes you 'just right':
  • 5+ years' experience in a professional services environment, business advisory experience highly regarded.
  • A strong team-focused approach.
  • A willingness to take ownership of your role.
  • Excellent organisational and time management skills.
  • Strong written and verbal communication skills.
  • Advanced skills in Microsoft Office suite.
What your day might look like:
  • Follow-up on the return of signed documents, including ELDs.
  • Assist with monitoring team lodgement and payment programs – Tax, activity statements & FBT.
  • Monitor status of APS matters to ensure they are closed when the job is complete.
  • Prepare client fee proposals annually or for new clients.
  • Attend to requests from banks/financiers for financial information.
  • Draft client bills and manage client disbursements (e.g., Xero, super funds).
  • Debtor follow-ups and management.
  • Assist with coordinating super funds with auditors, including audit queries.
  • Organise tasks for the admin team.
  • Arrange appointments, such as monthly reviews for new staff, and book meeting rooms.
  • Manage PAYG instalment notices and IAS/BAS each quarter for distribution.
  • Handle ASIC annual company statements.
  • Prepare ad hoc ASIC updates and lodgements, or similar tasks with the corporate affairs system.
  • Maintain and update the client database.
  • Assist with new entity preparations, including EDR stamping if required.
What makes us 'just right':
  • Flexible working arrangements to help balance work and personal responsibilities.
  • Opportunities for career development and growth.
  • Free company-provided Salary Continuance insurance.
  • In-house Psychologist services.
  • Employee Assistance Program for you and your eligible family members.
  • Bi-monthly colleague lunches.
  • Dress for your day policy.
  • A vibrant, collegiate culture where your contributions are valued.
More about us:

William Buck is a leading network of Chartered Accountants and business advisors, established in 1895, with over 140 partners and 1,100 staff across 10 offices in Australia and New Zealand. We focus on understanding clients' needs deeply and tailoring solutions that go beyond traditional accounting and advisory services.

If you want to join a company where friendships are forged and careers made, come join us — delivering more than just advice.

Diversity, equity, and inclusion statement:

William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.

We welcome you to inform us confidentially if you require any accommodations to participate fully in our recruitment process.

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