Senior Team Assistant

Forvis Mazars in Australia; North Sydney; On-site; AUD 70,000 - 95,000; Full time

Benefits offered by this job

Learning and development programs

Social club activities, charity and社区

Study assistance (financial support &"

Employee referral rewards

Paid professional memberships

Employee assistance program

Parental leave payment

Discounts on banking & insurance, etc.

International and domestic mobility

Job summary

Forvis Mazars in Australia in North Sydney is seeking a Senior Team Assistant to provide high‑quality administrative and operational support to the Tax team. You will own onboarding of clients, manage document workflows, assist with tax lodgements, schedule with Partners, and help streamline processes. A proactive, detail‑oriented communicator who thrives in a professional services firm will fit well.

Join a global firm that offers learning, mobility opportunities and a supportive environment.

Qualifications

• 3+ years' experience in an Assistant role within a professional services environment.
• Previous experience supporting accountants, managers, directors or partners in a busy professional environment.
• Strong proficiency across Microsoft 365, including Outlook, Word, Excel and Teams.

Responsibilities

• Coordinate onboarding and administration of new clients, including setting up and maintaining client information in firm systems.
• Coordinate preparation, formatting and finalisation of client correspondence, reports, engagement documents and billing documentation with a professional standard.
• Manage electronic document workflows, including issuing documents for signature and following up incomplete items.

Skills

Professional services experience

Client liaison

Onboarding coordination

Communication skills

Organisational skills

Proactive attitude

Tools

Microsoft 365 suite

Outlook

Word

Excel

Teams

Job description

Forvis Mazars’ Tax team has an opportunity for a Senior Team Assistant like you.

Forvis Mazars is a leader in audit, tax and advisory services, operating worldwide across 100+ countries and territories. Join our 40,000+ strong team to grow your career through global opportunities, diverse projects and continuous learning. Belong to a supportive environment where your unique perspective is valued and success comes from working together. Impact with your bold ideas and help drive us forward.

About the role

We are looking for an experienced person to provide administrative and operational support to our dynamic and growing Tax team. This role would suit someone who is proactive and wants the responsibility of taking ownership of the administrative support for the Tax team. A key criteria is communication skills as you would be working directly with the senior personnel and liaising with key clients.

Key responsibilities include:

• Coordinate the onboarding and administration of new clients, including setting up and maintaining accurate client information in the firm systems.
• Coordinate the preparation, formatting and finalisation of client correspondence, reports, engagement documents and billing documentation, ensuring a consistently professional standard.
• Manage electronic document workflows, including issuing documents for signature, monitoring outstanding documents and proactively following up incomplete items.
• Assist with tax return lodgements and other administrative lodgements on behalf of the tax team.
• Provide day to day support to Partners, including diary and appointment coordination, client communications and management of administrative priorities.
• Take ownership of administrative workflows and identify opportunities to streamline and improve processes, templates and procedures.
• Assist with the implementation and communication of new administrative procedures across the firm.
• Provide broader support to the tax team as required.

About you

You will be an experienced and highly organised person who enjoys working in a professional services environment and is comfortable taking ownership of your role.

Ideally, you will have:

• 3+ years' experience in an Assistant role within an professional services environment.
• Previous experience supporting accountants, managers, directors or partners in a busy professional environment.
• Strong proficiency across Microsoft 365, including Outlook, Word, Excel and Teams.
• Excellent written communication skills and a strong eye for detail ie grammar, formatting and document presentation.
• Strong organisational and time-management skills, with the ability to manage multiple priorities and deadlines.
• A proactive approach and the confidence to follow up clients and team members to keep matters progressing.
• Strong attention to detail and a commitment to maintaining accurate client and corporate records.
• Professional and confident communication skills, with a genuine focus on providing a great client experience.
• A collaborative, positive attitude and willingness to assist across the team when required.
• An interest in improving systems and processes.

Why Forvis Mazars?

At Forvis Mazars we're always looking ahead - for you, our clients and the communities we're part of. Together, we grow, belong and impact. We'll support you to learn, explore and grow as you take this journey with us. Here, you'll feel safe to share bold ideas and unique perspectives. After all, success comes from working together.

With us, you'll belong to your local team, gain global experience and have an impact - now and in the future. We believe that our people should be rewarded for their work, so we offer a range of financial and non-financial benefits to support and reward our people.

At our North Sydneylocation, you can expect the following:

• Learning and development programs
• Social club activities, charity and community events
• Study assistance (financial support & study leave)
• Employee referral rewards
• Paid professional memberships
• Employee assistance program
• Parental leave payment
• Discounts on banking & insurance, health insurance, retail and entertainment, health and well-being
• International and domestic mobility opportunities

At Forvis Mazars, we nurture an inclusive environment and encompass diversity in all forms. Successful applicants will receive consideration for employment irrespective of their background, experience, identity, age, gender or ability.

All applicants must be either an Australian Citizen, New Zealand Citizen, Australian Permanent Resident or hold a current valid Australian working visa with full working rights. You may be required to provide evidence at the time of application. Background checks and screening are mandatory.

Forvis Mazars does, from time to time, seek assistance from external recruitment agencies that we have strong relationships. However, currently, we are only considering direct applications for this role.