Your duties will include:
Corporate Secretary Functions:
● Updating new client information in ASIC, CAS, BGL and ATO
Business Platforms
● Responding to client requests for documents
● Responding to ATO requests
● Run Weekly Reporting and work with the Tax Manager to delegate
workflow
● Updating client database – Xero Practice Manager
● Supporting the Practice Manager
Office Manager Functions:
● Implement systems and processes
● Support the Managing Director
● Screening and management of phone calls
● Incoming and outgoing mail
● Preparation of reports, letters and documents
● Taking and assisting with client enquiries
● Maintenance of client database - Xero Practice Manager
● Maintain filing systems
● Create client files
● Process and check accountant timesheets & WIP levels
● General IT support
● Liaise with sales reps / suppliers / software companies
● Diary and appointment management
● Outlook (emails & contact) maintenance
● Accommodation and travel arrangements
● Preparation of emails / letters and reports on a day to day basis
● Preparation of minutes and agendas
● Coordination of daily meetings
● Organise client lunches / reservations
● Manage administration tasks
● Preparation of monthly newsletters and marketing
Required experience
● Previous office management experience within an Accounting Firm
● ASIC, CAS, BGL and ATO business platforms
● Xero Practice Manager
● All Microsoft Suites, especially Word and Excel
You will work within a team environment, in a firm that has an excellent, supportive culture who value work-life balance.
How to Apply
To apply for this role, please submit your resume through the APPLY button.
Alternatively, you can contact Rebecca on (03) 9077 7*** / *******@engagepersonnel.com.au for a confidential chat.
Not quite what you’re looking for? Please touch base, as we have many more opportunities that are not advertised.
All communication will be strictly confidential