Team Assistant - Advisory & Tax Support

Vincents Chartered Accountants; 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

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.