Accounting Admin - Practice Support (AU Finance, WFH)

ConnectOS; Metro Manila; Hybrid; PHP 480,000 - 720,000; Full time

Benefits offered by this job

Permanent WFH Arrangement

Medical coverage

Paid vacation

13th month pay

Career growth opportunities

Job summary

ConnectOS is seeking a Practice Administrator to support Creswood's Australian accounting practice from Metro Manila. You will manage workflows, client onboarding, billing, and document control, coordinating with Australian teams and ensuring timely information gathering.

The role requires 3+ years in administration or practice support, strong English communication, and the ability to handle multiple recurring tasks with high accuracy.

Qualifications

• 3+ years recent experience in administration, client services, or practice support within a professional services firm.
• Strong understanding of recurring workflow and onboarding processes.
• Experience with regulatory administration for clients or firms is a plus.

Responsibilities

• Manage recurring work, due dates, statuses, and information requests across practice systems.
• Coordinate client onboarding from acceptance through system setup and documentation.
• Triage client inquiries and allocate matters to the appropriate team member.
• Support billing schedules, invoicing, and internal record-keeping.
• Maintain client folders and document management across systems (e.g., SharePoint, suites).
• Identify process improvements and escalate issues to the team when needed.
• Collaborate with accountants and managers to ensure timely delivery and client service.

Skills

Administration

Client services

Workflow management

Communication

Job description

Overview

Creswood is an Australian accounting and advisory firm working with privately owned SME businesses typically ranging from $5m to $200m in turnover and 10 to 500 employees. We are seeking an experienced Practice Administrator to support the day-to-day operation of our accounting practice across workflow, client onboarding, recurring compliance administration, billing support, and document management. This role will work closely with our Australian-based accounting team and will have routine contact with clients for information gathering and administrative matters.

Key Responsibilities

Practice Workflow and Deadlines

• Maintain recurring work, due dates, statuses, information requests, and administrative dependencies within Karbon and other practice systems.
• Monitor upcoming and overdue actions and follow up the responsible team member or client where required.
• Maintain accurate client, entity, contact, and relationship records across Creswood systems.
• Identify workflow blockers early and keep the Australian-based team informed of matters that may affect delivery.

Client Onboarding and Records

• Coordinate new client onboarding from acceptance through to complete system setup.
• Prepare and issue approved proposals, engagement documents, and recurring service arrangements through Ignition or other approved systems.
• Coordinate ethical letters, agent nominations, authority forms, prior accountant handover requests, and other onboarding documents under Creswood direction.
• Create and maintain approved client folder structures, portal access, and system records.
• Track outstanding onboarding items through to completion.

Client Information and Communication

• Follow up outstanding information, signatures, and routine client actions in a professional and appropriately persistent manner.
• Coordinate meetings, calendar invitations, and supporting documents where required.
• Triage routine client enquiries and allocate technical matters to the appropriate Creswood team member.
• Prepare concise routine correspondence using approved templates and processes.

ATO, ASIC and Corporate Administration

• Monitor and triage routine ATO, ASIC, and other regulatory correspondence and allocate it promptly.
• Coordinate ASIC annual review administration, solvency documentation, and routine company register updates through BGL CAS 360 or other approved systems.
• Assist with approved ATO, ABR, and ASIC forms, registrations, updates, and authorisation processes where administrative in nature
• Maintain supporting registers, due dates, and evidence of approval, lodgement, or completion.

Billing and Practice Administration

• Support approved client fee schedules, proposals, invoice instructions, and recurring billing arrangements.
• Maintain Ignition billing schedules, invoice narrations, and administrative updates in accordance with approved engagement terms.
• Monitor debtor follow-up actions and issue approved reminders or escape matters where required.
• Maintain accurate internal registers, recurring operational checklists, and practice administration records.

Document Management

• Maintain documents in SuiteFiles, SharePoint, and other approved systems using Creswood folder structures and naming conventions.
• Assemble client packs, signature documents, and PDFs accurately and in the correct order.
• Ensure important client correspondence and signed documents are saved to the appropriate file and linked to the relevant workflow.
• Perform administrative completeness checks before files are progressed to accountants or reviewers.

Systems and Process Improvement

• Work across Karbon, Ignition, Xero Practice Manager, Xero Tax, SuiteFiles, SharePoint, Microsoft 365, BGL CAS 360, and other approved systems.
• Maintain standard templates, recurring checklists, client groups, and workflow procedures.
• Identify repetitive administrative issues and suggest practical process improvements.
• Protect confidential client and firm information and immediately escalater any suspected security, privacy, or access issue.

Internal Collaboration

• Work closely with accountants, managers, partners, and other support team members.
• Support team meetings, scheduling, action tracking, and recurring operational tasks where required.
• Provide reliable ad hoc practice support that is consistent with the administrative purpose of the role.
• Escalate tax, accounting, legal, commercial, or sensitive matters rather than making technical decisions independently.

Skills and Experience

Practice Administration

• 3+ years recent experience in administration, client services, or practice support within an Australian accounting, tax, or professional services firm.
• Strong understanding of recurring accounting practice workflows, client information requests, deadline management, and onboarding processes.
• Experience with ATO and ASIC administration and maintaining accurate client records.
• Ability to manage a high volume of recurring tasks with strong follow-through.

Systems

• Experience with Karbon or similar workflow and practice management software is strongly preferred.
• Experience with Ignition, Xero Practice Manager, Xero Tax, BGL CAS 360, SuiteFiles, SharePoint, or similar systems is desirable.
• Strong Microsoft Outlook, Word, and Excel capability.
• Ability to learn cloud-based practice systems quickly.

Client Service

• Experience coordinating client onboarding, information requests, document collection, and routine follow-up.
• Confidence communicating directly with Australian clients on administrative matters.
• Strong judgement regarding when to resolve a routine matter and when to elevate.

Communication

• Strong written and verbal English communication skills.
• Ability to prepare clear, professional client correspondence and internal updates.
• Professional and appropriately persistent approach to client follow-up.

Behaviour

• High attention to detail and commitment to accuracy.
• Highly organised and able to manage multiple deadlines.
• Structured and process-driven approach.
• Reliable, proactive, and comfortable taking ownership of recurring administration.
• Strong confidentiality, security, and client service awareness.

What Success Looks Like

• Client records, workflow status, and deadlines are accurate and current.
• Onboarding, information requests, and recurring administration are completed consistently and on time.
• ATO and ASIC administration is well controlled and appropriately documented.
• Billing and document management processes are accurate and reliable.
• Technical matters are escalated promptly to the appropriate Creswood team member.
• Communication is clear, professional, and aligned to a premium client base.
• The accounting team spends less time on avoidable administration and follow-up.

Join the awesome team and enjoy these benefits & perks:

• Permanent WFH Arrangement
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.