Admin accountant

Tax Guru; City of Greater Shepparton; On-site; AUD 55,000 - 75,000; Full time

Job summary

Tax Guru in Australia is seeking an Admin Accountant to join our team. The role blends office administration with preparing and lodging individual tax returns and offering tax guidance to clients.

You will manage client communications, records, and filing systems while supporting invoicing and accounts administration. Ideal candidates will handle PAYG summaries, income statements, and rental income considerations with confidentiality and accuracy.

Qualifications

• Ability to prepare and lodge individual income tax returns.
• Knowledge of rental property schedules and rental income and expense calculations.
• Understanding of work-related deductions and allowable tax deductions.
• Ability to calculate capital gains and losses for individual taxpayers.
• Experience with ATO pre-fill information and reconciliation.
• Ability to prepare tax estimates and advise clients of expected refunds or tax payable.
• Maintain confidentiality and ensure accurate record keeping.

Responsibilities

• Manage day-to-day office administration and client correspondence.
• Maintain client records, documents, and electronic filing systems.
• Follow up clients for outstanding information and supporting documents.
• Schedule appointments, meetings, and client follow-ups.
• Handle incoming calls, emails, and general client enquiries.
• Prepare engagement documents, letters, and other administrative correspondence.
• Maintain workflow records and update the status of client jobs.
• Assist with invoicing, payment follow-ups, and general accounts administration.
• Prepare and lodge individual income tax returns.
• Review PAYG payment summaries, income statements, bank interest, dividends, and other income information.

Skills

Individual taxation

Tax return preparation

Rental property deductions

ATO pre-fill & reconciliation

Record keeping

Client communication

Tax estimates & advice

Job description

This Admin Accountant role combines administration and individual taxation responsibilities. You will manage day-to-day office operations, client communications, and records management while also preparing and lodging individual income tax returns and providing tax advice to clients.

Key responsibilities

• Manage day-to-day office administration and client correspondence
• Maintain client records, documents, and electronic filing systems
• Follow up clients for outstanding information and supporting documents
• Schedule appointments, meetings, and client follow-ups
• Handle incoming calls, emails, and general client enquiries
• Prepare engagement documents, letters, and other administrative correspondence
• Maintain workflow records and update the status of client jobs
• Assist with invoicing, payment follow-ups, and general accounts administration
• Prepare and lodge individual income tax returns
• Review PAYG payment summaries, income statements, bank interest, dividends, and other income information

About you

• Ability to prepare and lodge individual income tax returns
• Knowledge of rental property schedules and rental income and expense calculations
• Understanding of work-related deductions and allowable tax deductions
• Ability to calculate capital gains and losses for individual taxpayers
• Experience with ATO pre-fill information and reconciliation
• Ability to prepare tax estimates and advise clients of expected refunds or tax payable
• Ability to maintain confidentiality and ensure accurate record keeping