Administrative Assistant

9 hours ago

Greater Melbourne Area, Australia Kennedy Tax and Business Services Full time $45,000 - $65,000 per year

Client Liaison & Receptionist

Kennedy Tax & Business Services (KTBS)
– [Unit 607/101 Overton Rd, Williams Landing VIC 3027 and
169 Barkly St, Footscray VIC 3011
]

Employment Type:
Full-time / Part-time (negotiable)

About Us

Kennedy Tax & Business Services (KTBS) is a dynamic and growing accounting and advisory firm providing high-quality taxation, business advisory, and compliance services to individuals, small businesses, and SMSFs. We pride ourselves on professionalism, integrity, and client care — ensuring every client feels supported, understood, and valued.

We are seeking a well-presented and organised
Client Liaison & Receptionist
to be the first point of contact for our clients and support the team in day-to-day administrative operations.

Key Responsibilities

  • Warmly welcome clients and visitors to the office, creating a professional and friendly first impression
  • Manage incoming calls, emails, and general client enquiries with professionalism and efficiency
  • Schedule appointments and maintain staff calendars
  • Prepare and send client correspondence, engagement letters, and basic ATO documentation as directed
  • Maintain accurate client records and assist with client onboarding and file management
  • Coordinate incoming and outgoing mail, couriers, and deliveries
  • Ensure the reception area and meeting rooms are presentable at all times
  • Support the accounting and tax team with general administrative tasks, including scanning, filing, and document preparation
  • Assist in managing client workflow tracking and follow-ups using firm software (e.g., Xero Practice Manager, Microsoft Office Suite, etc.)

Skills & Attributes

  • Excellent communication and interpersonal skills
  • Strong attention to detail and a professional presentation
  • Reliable, punctual, and proactive with a "can-do" attitude
  • Competent in Microsoft Office (Word, Excel, Outlook) — experience with Xero Practice Manager or similar systems highly regarded
  • Ability to manage competing priorities and maintain confidentiality
  • Previous experience in an accounting, legal, or professional services firm preferred (but not essential)

Why Join Us

  • Supportive and close-knit team environment
  • Opportunities for professional growth within a growing firm
  • Exposure to a wide range of tax and business advisory clients
  • Convenient office location with modern facilities
  • Stable and long-term role for the right candidate

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