
Dedicated Administrative Professional
4 hours ago
Job Title: Accounts Administrator
">- We are seeking an experienced Accounts Administrator to join our team. The successful candidate will be responsible for providing administrative support to the client's accounting team, ensuring smooth day-to-day operations, client correspondence, document management, and communication with regulatory bodies.
Key Responsibilities:
">- Send completed tax documents and other forms for electronic signature (Adobe Sign).
- Save signed documents to the relevant client folder (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.
Financial Administration:
">- 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 XPM (WorkflowMax) and the Tax Agent Portal.
Compliance & Regulatory Support:
">- Prepare and send ASIC company review correspondence using NowInfinity (or similar 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.
System & Data Management:
">- 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.
Required Skills & Qualifications:
">- A minimum of 2 years' experience in an administrative role, preferably within accounting, financial services, 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 (preferred but not mandatory).
- Proficiency in Google Workspace (Drive, Docs, Sheets) 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.
What We Offer:
">- Flexibility: Work hybrid (remotely and from our offices) and enjoy a better work-life balance
- Inspiring Workspaces: Our offices are strategically located and designed to fuel your best work.
- Dynamic Open Spaces: Conducive for productivity and creativity.
- State-of-the-Art Security: Ensuring your safety and peace of mind.
- Game Rooms: Take a break and unwind with our recreational facilities.
- Competitive Compensation: Your talents deserve to be rewarded.
- Professional Growth: Access to ongoing training and development opportunities to help you reach your full potential.
- A Supportive Community: Join a diverse and inclusive team that's dedicated to your success.
- Global Impact: Be part of something bigger and make a difference on a global scale.
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