Administration for Accounting Practice
5 days ago
Experience and skills:
§ Competence with all reception and administrative duties
§ Maintaining filing system, setting up new files and managing the archiving system
§ Maintaining the network computer filing system and standard letter precedents
§ Drafting standard letters as required
§ Corporate registers (lodging ASIC forms, and completing ASIC annual returns and related correspondence
§ Supporting other team members and promoting a positive team environment.
§ Processing new client forms/client delete checklist
§ Client changes & updates (ASIC/ATO/Practice Management System/ABR)
§ Setting up, maintenance and archiving of client files
§ ATO & ASIC lodgements
Accountable for:
§ Answering and forwarding incoming phone calls and forwarding messages as required
§ Managing and maintaining client appointments for the team
§ Greeting clients on arrival and arranging refreshments
§ Collating documentation for clients (letters, financials, income tax returns, trust deeds, etc)
§ Supporting the team by completing word processing, spread sheeting, data entry and other tasks
§ Word processing and formatting letters, etc
§ Scanning and emailing documents as required
§ Completing mail duties and scanning mail
§ Storage, return and registering client documentation coming in and out of the office
§ Responding to basic requests from clients
§ Contacting ATO or ASIC from time to time for administrative matters
§ Other requests from Directors
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