Administrative Professional
23 hours ago
We are seeking an experienced Administrative Professional to join our team. As an Accounts Administrator, you will play a vital role in supporting the accounting team by ensuring smooth day-to-day operations, client correspondence, document management, and communication with regulatory bodies.
Key Responsibilities:- Prepare and send completed tax documents and other forms for electronic signature using Adobe Sign.
- Save signed documents to the relevant client folder in OneDrive.
- Draft standard accountant correspondence and letters for client communication.
- Manage client email inquiries, take messages, and redirect queries to the appropriate staff.
- Assist with distributing group communications and newsletters.
- Generate and process invoices in Xero.
- Manage debt collection activities via email and follow up with clients as required.
- Monitor and update client details in WorkflowMax (XPM) and the Tax Agent Portal.
- Prepare and send ASIC company review correspondence using NowInfinity software.
- Manage incoming ATO correspondence within the Tax Agent Portal, including Notices of Assessment, PAYG instalments, and other official communications.
- Respond to ATO phone calls, including arranging payment plans, submitting interest remission requests, and handling client-related inquiries.
- Maintain and update client CRM records in ActiveCampaign.
- Ensure accurate storage and retrieval of client records across all systems.
- Support the implementation and use of cloud-based software to improve operational efficiency.
- Bachelor's degree in Business Administration or related field.
- Minimum of 2 years' experience in an administrative role, preferably within accounting or professional services.
- Strong knowledge and experience in at least one accounting software, ideally Xero and WorkflowMax/XPM.
- Experience using NowInfinity, ActiveCampaign, and Adobe Sign is preferred but not mandatory.
- Proficiency in Google Workspace and Microsoft Office Suite.
- Previous experience working within a remote or hybrid team environment.
- Demonstrated ability to learn new systems, processes, and business terminology quickly.
- Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment.
- Excellent written and verbal communication skills with high attention to detail.
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