Public Practice Accounting Assistant

10 hours ago

Perth, Western Australia beBeeAdministrative Full time $60,000 - $80,000

Job Summary:

This role supports the Director in managing client needs and providing administrative assistance to the team.

Key Responsibilities:
  • Screen and manage Director's calls; address client needs promptly.
  • Schedule and coordinate client and personal appointments.
  • Prepare and organize materials for meetings.
  • Handle general correspondence with professionalism and efficiency.
Client Services:
  • Draft client engagement letters and set up new client jobs.
  • Compile and maintain client tax packages, including financial statements and tax returns.
  • Manage ATO portal and Xero database, including client updates and billing information.
  • Process client lodgements, notices of assessment, and activity statements.
  • Oversee end-of-month invoicing and mail distribution.
  • Assist in scanning, filing, and maintaining client records.
  • Provide general administrative support to all team members.
Corporate Functions:
  • Prepare annual ASIC company statements, letters, and invoices.
  • Coordinate the setup of new companies and trusts, liaising with ASIC and legal partners.
  • Handle ATO applications for TFN/ABN, GST, and PAYG registrations.
  • Maintain corporate volumes and filing systems.

The ideal candidate will have proven experience in a public practice accounting firm, proficiency in MS Office Suite, and experience with Xero and ATO portal.

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