Administrative Professional

We are seeking a highly skilled and organized Administrative Professional to join our team.

This role will support the client's accounting team by ensuring smooth day-to-day operations, client correspondence, document management, and communication with regulatory bodies. The successful candidate will have prior administrative experience, preferably within an accounting or professional services environment, and will be confident using accounting software such as Xero and WorkflowMax/XPM. Strong organizational skills, attention to detail, and excellent communication abilities are essential for success in this role.

• Key Responsibilities:">
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•   Send out completed tax documents and other forms for electronic signature (Adobe Sign).">
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•   Save signed documents to the relevant client folder (OneDrive).">
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•   Draft standard accountant correspondence and letters for client communication.">
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•   Manage client email inquiries, take messages, and redirect queries to the appropriate staff.">
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•   Assist with distributing group communications and newsletters.">
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•   Generate and process invoices in Xero.">
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•   Manage debt collection activities via email and follow up with clients as required.">
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•   Monitor and update client details in XPM (WorkflowMax) and the Tax Agent Portal.">
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•   Prepare and send ASIC company review correspondence using NowInfinity (or similar software).">
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•   Manage incoming ATO correspondence within the Tax Agent Portal, including Notices of Assessment, PAYG instalments, and other official communications.">
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•   Respond to ATO phone calls, including arranging payment plans, submitting interest remission requests, and handling client-related inquiries.">
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•   Maintain and update client CRM records in ActiveCampaign.">
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•   Ensure accurate storage and retrieval of client records across all systems.">
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•   Support the implementation and use of cloud-based software to improve operational efficiency.">
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•   Develop and maintain strong relationships with clients and colleagues.">

If you are a motivated and organized individual looking for a challenging role, we encourage you to apply.

• Minimum 2 years' experience in an administrative role, preferably within accounting, financial services, or professional services.">
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•   Strong knowledge and experience in at least one accounting software, ideally Xero and WorkflowMax/XPM.">
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•   Experience using NowInfinity, ActiveCampaign, and Adobe Sign (preferred but not mandatory).">
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•   Proficiency in Google Workspace (Drive, Docs, Sheets) and Microsoft Office Suite.">
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•   Previous experience working within a remote or hybrid team environment.">
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•   Demonstrated ability to learn new systems, processes, and business terminology quickly.">
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•   Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment.">
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•   Excellent written and verbal communication skills with high attention to detail.">

• Flexible work arrangements.">
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•   Opportunity to work with a dynamic team in a collaborative and supportive environment.">
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•   Access to ongoing training and development opportunities to help you reach your full potential.">
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•   Competitive compensation package.">
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•   A comprehensive employee benefits program.">
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•   Opportunities for career advancement and professional growth.">
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•   Recognition and rewards for outstanding performance.">
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•   A fun and supportive work environment.">

We are a progressive organization dedicated to delivering exceptional results through our people-first approach. We foster a culture of innovation, collaboration, and mutual respect, where everyone has the opportunity to grow and thrive.

If you are ready to take the next step in your career and join a dynamic team, please submit your application.