Duties and Responsibilities
Administration
Maintain the Client Database:
- Client additions
- Client deletions
- Receiving client records
- Checking completeness of client records
- Returning client records
- Typing client letters and reports for clients
- Managing all filing
- Producing reports to help manage workloads
- Assist in answering incoming telephone calls
- Maintain accurate and detailed time sheets
Operations
Assist team members in a range of tasks:
- The first point of contact for client queries
- Dealing with client & ATO correspondence
- Fee preparation
- Preparing checklist of information required for business clients prior to visitation
- Reviewing and checking client source documents when received against checklist
- Contacting clients for any missing information or general queries
- Carrying out the follow up of missing information 5-10 days later if still not received
- Logging of each job on the Job Register and noting status (incomplete or ready to commence)
- Collation of standard work papers for accountants (including marking up last year's comparatives on the work papers)
- Preparation of draft job budgets based on last year's costings (assisted by partner/manager)
- Monitoring of WIP
- Monitoring of BAS lodgements
- Monitoring workflow for the team and maintaining team calendars
- Advising clients of ABN and GST Registration
- Advising clients of PAYG instalment obligations
- Advising clients of Personal Income Tax Assessments
- Advising clients of Tax File Number
- FBT completion procedure
- Forwarding the HECS statements to clients
- Review and forward client's running balance account from the ATO
- Printing and binding finalised annual financial statements and taxation returns and other client reports
- Checking BankLink data in from and out to Clients
- Incorporation of companies
- Completion of annual company returns
- Attending to all ASIC matters including completion of ASIC Forms
- Monitoring work checklists to meet ATO due dates
- Contact person for RCCP ATO for all registrations, cancellations, portal problems, assessment problems etc
- Review debtors at the end of the month and advise debt collection person which clients need to be chased for payment
Relationships
- Embrace the mission of the business
- Understand how we work with and build relationships with our clients
- Adhere to our client service standards
- Professionally handle client queries
- Professionally handle client complaints
- Be familiar with our firm's area of operations
- Conduct our business in compliance with ethical practices
- Adhere to the Health and Safety Policy
Experience & Qualifications
- No formal qualifications are required
- Candidate must demonstrate strong, practical experience in an office environment, dealing directly with professionals and their clients
- Strong computer skills are a pre-requisite
Skills, Abilities, and Knowledge
- Strong organisational skills and the ability to work unassisted and as part of a motivated team
- Ability to work to deadlines
- Ability to deliver on agreed key performance indicators
Personal Qualities
- Highly organised with exceptional attention to detail
- Excellent communicator & team player with a "can-do" attitude
- Customer focused approach
- Professional approach to the preparation and presentation of business outcomes
- Enjoy working as part of a team
- Outcome focused with highly developed problem-solving skills
- Entrepreneurial approach
Please click to apply or contact Luis Martinez on 0461 402 531 to discuss further.
