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).


Qualifications & Experience

– Good use of all Microsoft Office programs.


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.


Performance Measures

– Support the entire CloudTec 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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