Team Assistant

Vincents Chartered Accountants; City of Brisbane; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

VinDay – an extra day of leave

Monthly 1:1s to guide growth

Support for study memberships

Employee and client referral Incentive

Values Awards Gala

Social, inclusion and wellbeing events

Job summary

Vincents Chartered Accountants in Brisbane seeks an experienced Team Assistant to support our Business Advisory and Tax Advisory teams. The role offers variety, client-focused service, and a fast-paced environment with opportunities to grow.

You’ll work with Partners/Directors, Managers and Accountants to keep operations running smoothly, manage client files, and prepare professional documentation.

Qualifications

• Experience providing high-level administrative support in a professional services environment.
• Ability to manage client files and maintain accurate information in CRM systems.
• Proven skills preparing client correspondence, reports and professional documentation.
• Experience assisting with lodgement of financial statements, tax returns and activity statements.
• Proficient in creating and finalising client fee documentation with accuracy.
• Liaising with the Australian Taxation Office on client matters with discretion.
• Support client lifecycle through efficient administration processes.
• Assist onboarding and secretarial teams during peak periods and cover leave.
• Maintain CRM workflows and ensure data accuracy across platforms.
• Develop templates, presentations and internal communications materials.
• Provide reception and front-of-house support when needed.
• Mentor junior Administration Assistants on best practices.

Responsibilities

• Providing high-level administrative support to Partners/Directors, Managers and Accountants.
• Managing client files and maintaining accurate client information within CRM systems.
• Preparing client correspondence, reports, proposals and other professional documentation.
• Assisting with the preparation and lodgement of financial statements, tax returns and activity statements.
• Preparing and finalising client fee documentation.
• Liaising with the Australian Taxation Office (ATO) regarding client matters.
• Supporting the client lifecycle through administration activities.
• Assisting our Client Onboarding and Entity & Corporate Secretarial teams during peak periods and leave coverage.
• Maintaining CRM workflows and ensuring client data remains accurate and up to date.
• Developing templates, presentations and internal communication materials.
• Providing reception and Front of House support when required.
• Guiding and mentoring junior Administration Assistants on business processes and best practice.

Skills

Client service

CRM management

Documentation

Communication skills

Team collaboration

Mentoring

Process improvement

Attention to detail

Tools

Microsoft 365

CRM platforms

DocuSign

ATOmate

ASIC Portal

ABR Portal

ATO Portal

Class (Superannuation)

Job description

Grow with us. Shape what’s next.
At Vincents, we’re not your typical professional services firm. We’re a team of curious, collaborative professionals who want to use our expertise to make a real difference - for our clients, our colleagues, and our communities. With deep capability across Forensic, Tax, and Advisory, we help businesses navigate complexity, make smart decisions, and thrive

Job Description

We're looking for an experienced Team Assistant to join our Business Advisory and Tax Advisory teams. This is an exciting opportunity for someone who enjoys variety, takes pride in delivering exceptional client service, and thrives in a fast-paced professional environment.

Why this role matters

As a Team Assistant, you'll play an integral role in supporting our Partners/Directors, Managers and Accountants, helping ensure the smooth delivery of high-quality client service.
No two days will be the same. You'll work closely with both internal teams and clients, keeping operations running efficiently while building strong relationships across the business.

Desired Skills and Experience

What you'll be doing

• Providing high-level administrative support to Partners/Directors, Managers and Accountants.
• Managing client files and maintaining accurate client information within CRM systems.
• Preparing client correspondence, reports, proposals and other professional documentation.
• Assisting with the preparation and lodgement of financial statements, tax returns and activity statements.
• Preparing and finalising client fee documentation.
• Liaising with the Australian Taxation Office (ATO) regarding client matters.
• Supporting the client lifecycle through administration activities.
• Assisting our Client Onboarding and Entity & Corporate Secretarial teams during peak periods and leave coverage.
• Maintaining CRM workflows and ensuring client data remains accurate and up to date.
• Developing templates, presentations and internal communication materials.
• Providing reception and Front of House support when required.
• Guiding and mentoring junior Administration Assistants on business processes and best practice.

About you

You'll be an organised and proactive administrator who enjoys working collaboratively and takes pride in delivering exceptional service. You have outstanding attention to detail, enjoy building relationships and can confidently manage competing priorities.

You'll also bring:

• Previous experience in an administration role within an accounting, tax, financial advisory or professional services environment.
• Exceptional organisational and time management skills.
• Strong written and verbal communication skills.
• A high level of professionalism, discretion and confidentiality.
• Excellent attention to detail and commitment to accuracy.
• Advanced Microsoft 365 skills, including Word, Excel, PowerPoint, Teams and SharePoint.
• Experience using APS, CAS, CRM platforms, DocuSign, ATOmate, ASIC Portal, ABR Portal, ATO Portal or Class (Superannuation) will be highly regarded.
• A passion for continuous learning and improving processes.

The Vincents Experience

We believe people do their best work when they’re supported, challenged, and inspired. That’s why we’ve built a culture where you can grow – and stay.

Here’s what you can expect:

• VinDay – an extra day of leave to spend however you like
• Monthly 1:1s to guide your growth and development
• Generous support for study memberships, qualifications, and ongoing professional development
• Competitive employee and client referral incentives
• A culture that truly celebrates success – from peer recognition to our annual Values Awards Gala
• An active calendar of social, inclusion, and wellbeing events that bring our people together

Don't meet every requirement? We value potential and commitment to continuous improvement over perfect credentials