Senior Team Assistant - Tax Operations

Forvis Mazars - Australia

North Sydney

On-site

CAD 58,000 - 73,000

Full time

6 days ago
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Benefits offered by this job

Well-being program
Recharge day
Volunteering day
Flu vaccinations
Learning and development programs
Social club activities
Study assistance (financial support &)
Flexible working
Employee referral rewards
Paid professional memberships
Employee assistance program
Parental leave payment
Discounts on banking & insurance, etc.
International and domestic mobilityOp

Job summary

Forvis Mazars in North Sydney invites an experienced Senior Team Assistant to join our Tax team. The role focuses on administrative and operational support, with ownership of processes and direct liaison with senior personnel and clients.

We value proactivity, strong communication, and meticulous records. You will coordinate onboarding, document workflows, and help manage client and engagement paperwork while supporting Partners and the wider team.

Qualifications

  • 3+ years' experience in an Assistant role within a professional services environment.
  • 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 with a strong eye for detail in 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.

Responsibilities

  • Coordinate onboarding and administration of new clients in firm systems.
  • Prepare, format and finalise client correspondence, reports and billing documentation.
  • Manage electronic document workflows, including issuing documents for signature and following up incomplete items.
  • Assist with tax return lodgements and other administrative lodgements for the tax team.
  • Provide day-to-day support to Partners, including diary and appointment coordination.
  • Take ownership of administrative workflows and identify opportunities to streamline and improve processes.
  • Assist with the implementation and communication of new administrative procedures across the firm.
  • Provide broader support to the tax team as required.

Skills

Administrative experience
Client communication
Time management
Attention to detail
Team collaboration

Tools

Microsoft 365
Outlook
Word
Excel
Teams

Job description

Forvis Mazars in North Sydney invites an experienced Senior Team Assistant to join our Tax team. The role focuses on administrative and operational support, with ownership of processes and direct liaison with senior personnel and clients.

We value proactivity, strong communication, and meticulous records. You will coordinate onboarding, document workflows, and help manage client and engagement paperwork while supporting Partners and the wider team.

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