Client Services Office Administrator – Accounting Firm

Wealthcrest Accountants & Business Advisors; Geehi; On-site; AUD 55,000 - 75,000; Full time

Job summary

Wealthcrest Accountants & Business Advisors in Bella Vista is seeking a confident, organised Office Administrator to join our growing team. This client-facing role links clients, the Director and the accounting team, coordinating day-to-day administration and supporting with basic accounting tasks.

You will not need to be an accountant but will learn accounting and tax processes, use systems like Xero Practice Manager, Ignition and Microsoft 365, and have opportunities to own projects and grow

Qualifications

• A confident and professional communicator with a strong client-service approach.
• Proactive, organised and comfortable taking ownership of tasks.
• A practical problem solver who can work independently when required.
• Comfortable learning new technology, systems and basic accounting concepts.
• Able to work effectively with both Australian and offshore team members.
• Experienced in administration, client services or a professional office environment.
• An Accounting, Commerce or Business qualification and previous accounting practice experience would be advantageous, but are not essential.

Responsibilities

• Answer client calls and assist with basic queries regarding accounting work, tax returns, BAS and lodgement status.
• Coordinate communication between clients and our accounting team, including our offshore team.
• Liaise with the ATO regarding client accounts, lodgements and correspondence.
• Follow up clients for information and monitor the progress of jobs.
• Manage the Director's calendar and coordinate meetings.
• Assist with client onboarding, engagement, billing and general administration.
• Learn and use systems such as Xero Practice Manager, Ignition, Microsoft 365 and ATO online services.
• Assist with small internal projects, including software implementation, vendor liaison and price comparisons.

Job description

Wealthcrest Accountants & Business Advisors in Bella Vista is seeking a confident, organised Office Administrator to join our growing team. This client-facing role links clients, the Director and the accounting team, coordinating day-to-day administration and supporting with basic accounting tasks.

You will not need to be an accountant but will learn accounting and tax processes, use systems like Xero Practice Manager, Ignition and Microsoft 365, and have opportunities to own projects and grow