Offer summary

Qualifications:

Experience in public practice accounting or financial services, preferably with SMSF knowledge., Proficient in Microsoft Office and Xero Green Management Software., Strong attention to detail and organizational skills., Excellent written and verbal communication abilities..

Key responsabilities:

Manage client workflows and ensure timely completion of tasks.

Liaise with clients and regulatory bodies on compliance matters.

Build and maintain strong client relationships and facilitate communication.

Assist with financial administration and manage practice operations.

Job description

About Us:

At Easy Super, we help clients build wealth through Self-Managed Super Funds (SMSFs) with a focus on expertise, efficiency, and personal service. With over 20 years of industry experience, were a trusted SMSF specialist, staying up to date with industry trends through ongoing learning and professional development.

Visit our website to learn more: https://www.smsfconsulting.com.au/

Why Join Our Team?

We are a fast-growing, leading boutique firm with an award-winning owner at the helm. We offer:

Salary range between $65,000 - $75,000 + super.
Permanent work-from-home setup with new equipment supplied.
Working Monday to Friday, 9:00 am to 6:00 pm AEST, with an hours break.
Opportunities for professional development and growth.
A collaborative and supportive remote work environment.

Job Overview:

As an Admin Assistant / Client Manager, you will play a key role in supporting the firms Partners. You will help manage workflows, ensure timely client communication, and keep compliance deadlines on trackallowing the team to focus on delivering high-quality accounting services.

Key Responsibilities:

Manage client workflows and job progress, ensuring timely completion of tasks.
Maintain practice management systems (e.g., Xero Green), keeping job statuses and due dates up to date.
Ensure client work has an accepted proposal before commencement.
Monitor overdue jobs and compliance lodgements to ensure timely submissions.
Liaise with clients, the ATO, and ASIC on compliance and regulatory matters.
Act as the main point of contact for accountants, supporting the team and coordinating workloads.
Build and maintain strong client relationships, facilitating communication between clients and accounting staff.
Organise client meetings, manage Partner schedules, and prepare relevant documents.
Oversee corporate compliance via the ASIC agent portal.
Assist with financial administration, including invoicing, bank reconciliations, and accounts payable/receivable.
Help manage practice operations, including workflow automation, electronic filing, and general office administration.
Coordinate with external providers, such as software vendors, auditors, and referral partners.

Experience & Skills:

Experience in a public practice accounting or financial services firm (SMSF experience is a plus).
Confident using Microsoft Office and Xero Green Management Software.
Experience with accounts receivable/payable and bank reconciliations in Xero.
Familiarity with Practice Ignition and FYI is a bonus.
Strong attention to detail and ability to stay organised.
Comfortable managing multiple tasks and meeting deadlines.
Excellent written and verbal communication skills.
Ability to handle sensitive client information with professionalism.

Please Note: Candidates must reside in Australia and have permanent work rights with no restrictions to apply.

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