Personal Assistant - Taxation

William Buck NSW; 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

Social Club events

Open door access to Partners

Job summary

William Buck NSW is seeking an experienced Personal Assistant to join our Tax Consulting division. You will provide high-level administrative and coordination support to Tax Partners and the broader team, driving process improvements and being the central point of coordination that keeps the team connected and running smoothly.

You’ll manage Partner diaries, prepare client documentation, support billing, onboarding, and travel arrangements, while maintaining exceptional communication and

Qualifications

• Minimum 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.
• Strong stakeholder management skills.
• Advanced Microsoft Office skills.

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

Skills

3+ years Personal Assistant experience

Strong organisational skills

Time management

Proactive problem-solving

Excellent written and verbal comms

Stakeholder management

Advanced Microsoft Office

Job description

Introduction:

A little bit about Us: 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.

Your new Opportunity:

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
• Strong stakeholder management skills
• Advanced Microsoft Office skills

What makes us 'just right':

• Open door policy – 1 on 1 access to Partners & Managers
• You will be part of a collaborative, 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
• Social Club events
• 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.