Job Summary

The role of Administrative Assistant – Accounting is a newly created position.  The purpose of the role is ensure the delivery of superior administrative support across all associated administrative accounting processes.  Reporting to the Head of Accounting, the position is critical in the execution of streamlined, effective and efficient operation of our accountancy services and the delivery of quality client service.

The position has no direct reports.

Special Features

This role has been established as a full time position.


The Administrative Assistant – Accounting is accountable for the following:

  •  Delivery of high level administrative support across all administrative accounting processes
  • Development, maintenance and improvement of administrative accounting systems
  • Ensuring the smooth operation of all related administrative processes
  • Professional client servicing, communication and interaction

General Duties And Tasks

The role includes, but is not limited to, the following tasks:


  • Liaising with clients regarding administrative correspondence
  • Booking and preparing packages/documents for client meetings
  • Preparing letters, quotes, engagement letters, cover letters
  • Preparing standard accounting minutes and statements
  • Running projects as required
  • Sending invoices and managing debt collection
  • Setting up Administrative Procedures
  • Managing correspondence with ATO and ASIC


  • Managing client lodgement reports (annual returns and BAS)
  • Adding/deleting clients from Tax Agent Number
  • Managing client ATO debt, organising ATO payment arrangements
  • Remitting ATO penalties and interest
  • Requesting lodgement extensions
  • Reviewing Notice of Assessments against estimates
  • Setting up AUSkey’s as necessary


  • Management of the corporate registry
  • Management of client payment of ASIC fees


  • Management of Class/Triple A client files (adding/deleting clients)
  • Management of monthly fees

Data Base

  • Adding/deleting/archiving clients from Xero Practice Manager
  • Keeping all client details up to date

Entity Set Ups

  • Setting up entities corporate, trust and SMSF
  • Preparing relevant documentation in regards to entity set ups
  • Preparing documents re trustee changes, share changes etc

Behaviours And Attributes

  • Client focused
  • Professionally presented
  • Mature and articulate communicator
  • Exceptional interpersonal skills
  • Committed to team success
  • Follows through and adheres to deadlines
  • Exceptional attention to detail
  • Ability to work autonomously and as part of a team
  • Self-Starter
  • Open to team and individual coaching

Qualifications, Skills And Experience


  • Minimum of two years (2) years’ experience in a similar role in a professional services environment (preferably professional services accounting)
  • A solid broad based knowledge of administrative processes (preferably in professional services accounting)
  • Superior administration skills and high level of typing accuracy
  • Excellent IT skills and a systems-based orientation to work processes
  • Superior communication skills, both oral and written
  • Strong organisational and planning skills


  • Previous experience using Xero Practice Manager and Accounts, Class for SMSF’s and Now Infinity for entity set ups

We would love to hear from you. APPLY NOW. Or call our HR Consultant Colette Simon on 0402 636 553 for a confidential discussion or email your application to

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  1. Pingback: We Are Looking For An Administrative Assistant - Accounting | Rethink Financial Group

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