EMPLOYMENT STATUS – Full Time

INDIVIDUAL QUALITIES

  • Exceptional attention to detail and accuracy
  • High level of English, both written and verbal
  • Willingness to learn, show initiative and be a positive “team player”
  • Positive and happy attitude
  • Highest standard of ethics, confidentiality and professionalism
  • Excellent time management skills with ability to multi task
  • Common sense approach to tasks
  • Responsible and outcome focused

 

QUALIFICATIONS & EXPERIENCE

  • Good use of all Microsoft Office programs

 

KEY DUTIES & RESPONSIBILITIES

  • Manage Administration email address, refer specific client emails to the dedicated manager or provide appropriate information back to client or supplier.
  • Coordinate with accountants: Terms of Engagement for accounting services and Fixed Price Agreements
  • Maintain a Terms of Engagement and Fixed Price Agreement register for all accounting clients
  • Liaise with clients to gather source documents for accountants’ work, check everything has been received, contact clients for any missing information
  • Facilitate ethical handover of clients
  • Preparation of Year End Report/Covering Letter/Documents to be signed using information provided by the accountant
  • Collate, PDF all finalised documents to be signed using information provided by the accountants. Send to client via electronic signing software
  • Provide requested information to Clients (e.g. company extracts, copies of trust deeds, financial and tax returns)
  • Daily lodgements to the ATO (via ELS, ATO portal and or paper returns as required)
  • Email Annual Company Tax Payment Reminders and follow up with client
  • Coordinate the procedure to change client contact/address details in all data bases/systems, ASIC and  XPM
  • Coordinate the procedure of adding new clients to our databases ASIC and  XPM
  • Process daily ATO mail through ATO Mate Software
  • Follow up unsigned Terms of Engagement with client
  • Follow up unsigned Returns for lodgement.
  • Participate in external and internal training as required
  • Eventually – Schedule work for accountants based on lodgement lists
  • Eventually – Help generate/collate standardised emails to clients in response to common client queries (technical and non-technical)

 

PERFORMANCE MEASURES

  • Support the entire Accountants Team to ensure that our clients are always delighted
  • Your timely assistance of accountants and clients to ensure that work and lodgement deadlines are met for all clients
  • Your contribution to the continual enhancement of the range of products and services offered to our clients
  • Your contribution to the happy and positive working environment

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