Personal Assistant - Taxation

William Buck; Sydney; On-site; AUD 70,000 - 95,000; Full time

Benefits offered by this job

Salary Continuance insurance

Bi-Monthly Colleague Lunch

Dress for your day policy

Social and inclusive culture

Job summary

William Buck is seeking an experienced Personal Assistant to join our Tax Consulting division in Sydney, providing high‑level administrative and coordination support to Tax Partners and the broader team.

You will drive process improvements, coordinate diaries, prepare client documents, manage billing, onboarding, travel and expenses, and work closely with the team to keep everyone connected and running smoothly.

Qualifications

• 3+ years’ experience in a Personal Assistant or similar professional services role.
• Advanced Microsoft Office skills.

Responsibilities

• Manage and coordinate Partner diaries with internal/external stakeholders.
• Prepare proposals, presentations and client documentation.
• Coordinate and manage monthly billing.
• Support onboarding of new clients to ensure a smooth experience.
• Arrange travel bookings and itineraries.
• Oversee expense reimbursement processing.
• Coordinate internal and external tax training sessions.
• Collaborate on team events and strategy days.

Skills

Proactive planning

Organisational skills

Communication skills

Time management

Stakeholder coordination

Tools

Microsoft Office

Job description

We understand that exceptional advice comes from passionate people who thrive in an environment where they feel empowered to shape outcomes. That’s why at William Buck, we’ve created what we like to call the ‘Goldilocks’ model – a top ten performing business that’s just the right size to ensure every employee has a tangible impact.

William Buck is the perfect place to grow your career. Be part of a dynamic team that prides itself on delivering advice that makes a difference.

We’re seeking an experienced Personal Assistant to join our Tax Consulting division.

In this role, you’ll provide high-level administrative and coordination support to Tax Partners and the broader team, while driving process improvements and being the central point of coordination that keeps the team connected and running smoothly.

Main Responsibilities:

• Manage and coordinate Partner diaries, including scheduling and liaising with internal and external stakeholders


• Prepare high-quality correspondence, including proposals, presentations, and client documentation


• Coordinate and manage the monthly billing process


• Support the onboarding of new clients, ensuring a smooth and professional experience


• Arrange travel bookings and itineraries as required


• Manage the expense reimbursement process in a timely and accurate manner


• Coordinate internal and external tax training sessions


• Collaborate with the broader team to organise and participate in team events and activities, including team strategy days

We are looking for someone who has:

• A proactive approach - be one step ahead of this dynamic group!


• 3+ years’ experience in a Personal Assistant or similar professional services role


• Strong organisational and time management skills


• Proactive and solutions-focused approach


• Excellent written and verbal communication skills


• Advanced Microsoft Office skills

What makes us 'just right':

• You will be part of acollaborative, social and inclusive culture- we have lots of social events, firm drinks, and regular colleague networking opportunities


• Career enhancement and development opportunities.


• Free company provided Salary Continuance insurance


• Bi-Monthly Colleague Lunch


• Dress for your day policy


• Working in a vibrant and collegiate culture where you as a person, and your contribution is valued

More about us:

William Buck is a leading network of Chartered Accountants and business advisors, established in 1895, with over 140 partners and 1,100 professional staff across 10 offices in Australia and New Zealand, focusing on deeply understanding clients’ needs and tailoring solutions that go beyond traditional accounting and advisory services.

If you want to join a company where friendships are forged and careers made, then come on over to a place that's delivering more than just advice.

Diversity, equity and inclusion statement:

William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.

Prior to the next step in the recruitment process, we welcome you to inform us confidentially if you may require any special accommodations in order to participate fully in our recruitment process.