Office Administrator - Accounting Firm (Full-Time)

Wealthcrest Accountants & Business Advisors; Sydney; On-site; AUD 55,000 - 65,000; Full time

Job summary

Wealthcrest Accountants & Business Advisors in Bella Vista, NSW, is seeking a confident Office Administrator to join our growing team. This full-time, client-facing role sits between our clients, Director and accounting team, coordinating day-to-day administration and ensuring smooth progress of accounting and tax jobs.

You don't need to be an accountant, but you should be eager to learn basic accounting and tax processes, support onboarding, billing, and liaise with our Australian and offshore

Qualifications

• Client-facing role requiring strong communication and client-service orientation.
• Willingness to learn basic accounting and tax processes.
• Experience in administration or professional office environment preferred.
• Ability to coordinate with Australian and offshore teams.

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.

Skills

Client service

Communication

Organised

Proactive

Problem solving

Tech savvy

Education

Accounting/Commerce/Business qualification

Tools

Xero Practice Manager

Ignition

Microsoft 365

ATO online services

Job description

Office Administrator – Accounting Firm (Full-Time)

Wealthcrest Accountants & Business Advisors is looking for a confident, organised and proactive Office Administrator to join our growing team in Bella Vista.

This is a client-facing role where you will be an important link between our clients, Director and accounting team. You will manage day-to-day administration, respond to client enquiries, coordinate accounting and tax jobs, liaise with the ATO and help keep client work moving efficiently.

You don't need to be an accountant, but you should be willing to learn basic accounting and tax processes so you can confidently assist clients and coordinate with our team.

Key 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.

About you

• 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.

Competitive salary based on experience.

Training in accounting practice systems and processes.

Exposure to accounting, taxation and a broad range of businesses.

Supportive team environment with direct exposure to the Director.

Opportunity to take ownership of projects and grow with the firm.

About us

Wealthcrest is a growing CPA accounting and business advisory firm focused on providing high-quality service while building a modern, technology-driven and efficient practice.

This is more than a traditional reception role. For the right person, it is an opportunity to learn, take responsibility and become an important part of the firm's day-to-day operations as we continue to grow.