Manage end-to-end client onboarding, ensuring all required documentation and information is collected, processed, and stored correctly.
Prepare and coordinate client engagement documentation, including engagement letters and onboarding forms.
Assist with renewals of engagement letters in line with regulatory or legislative changes.
Ensure client records are kept accurate, up to date, and compliant.
Track jobs and workflows to ensure tasks are progressing according to deadlines and service level expectations.
Support accountants with job tracking, workflow coordination, and deadline management.
Monitor task progress, follow up outstanding actions, and proactively flag risks or delays.
Maintain workflow systems and ensure data accuracy across platforms.
Assist with the billing process, invoicing, and debtors.
Prepare and manage ATO correspondence, including drafting, organising, and tracking submissions and responses.
Assist with corporate compliance documentation and processes.
Support compliance workflows using relevant corporate compliance platforms.
Manage digital filing systems and ensure documents are accurately named, stored, and archived.
Maintain structured document workflows for easy retrieval and audit readiness.
Ensure compliance documentation is properly maintained and accessible.
Handle professional client communication, including: following up on missing information, confirming workflow progress, cross-checking client responses and documentation.
Provide general administrative support to accountants and senior team members.
Assist with improving internal workflows, systems, and administrative processes.
Proactively identify inefficiencies and suggest improvements.
Requirements
3+ years experience in administration, accounting support, or professional services support roles.
Exposure to an Australian accounting firm is highly desirable.
Strong organisational and time management skills with exceptional attention to detail.
Experience supporting accountants or financial services teams is highly desirable.
Ability to manage multiple workflows and competing priorities effectively.
Strong written and verbal communication skills.
High level of professionalism, discretion, and confidentiality.
Proactive mindset — anticipates needs and takes initiative.
XPM & Sharepoint are required.
AccountKit, ATOMate, and Fusesign are on the wishlist (negotiable).
NowInfinity – as long as they have used CAS360 or any other similar programs is fine.
Strong experience using Xero, XPN.
Confident use of cloud-based document management systems.
Comfortable working with workflow management platforms.
Proficient in Google Workspace and/or Microsoft Office Suite.