Virtual Assistants (ACR0001)

Hammerjack Pty. Ltd. Philippine Branch Office; Virginia (MN); Remote; USD 45,000 - 60,000; Full time

Job summary

A leading company is seeking a detail-oriented Virtual Assistant to support their Australian tax and accounting team. The role involves managing client records, assisting with tax documentation, and ensuring compliance with Australian regulations. Ideal candidates will have a Bachelor's degree in a related field and 3-4 years of relevant experience. Strong organizational and communication skills are essential, along with proficiency in various accounting software. This position offers the opportunity to work independently in a remote setting while contributing to a dynamic team.

Qualifications

• At least 3-4 years of experience in Australian accounting and tax administration.
• Familiarity with Australian tax and superannuation administration processes.

Responsibilities

• Assist the accounting team with Australian client records and data.
• Collate client forms and financial documents for signing.
• Maintain accurate client information in the CRM system.

Skills

Communication

Organizational Skills

Research Skills

Customer Service

Adaptability

Education

Bachelor’s degree in accounting

Business Administration

Finance

Tools

XPM

Class Super

FYI Docs

DocuSign

FuseSign

MS Outlook

Excel

Word

PowerPoint

Google Workspace

Job description

We are looking for an organized and detail-oriented Virtual Assistant (VA) to assist our Australian tax and accounting team with administration tasks.

DUTIES AND RESPONSIBILITIES

• Administrative Tasks:
  • Assist the accounting team with the setup and management of Australian client records and data and logging a job in the system.
  • UtilizeXPM,Class SuperandFYI Docsto generate reports and financial documents in line with Australian tax and superannuation regulations.
• Client Document Management:
  • Collate client forms and financial documents (e.g., tax returns, financial statements and superannuation records) and forward to clients for signing.
  • UseDocuSignandFuseSignfor document signing, ensuring proper documentation is in place for compliance purposes.
• Tax & Superannuation Support:
  • Assist with the collation and submission of Australian tax documents, ensuring all necessary records are provided for tax filings.
  • Collaborate with the Office Manager to track tax deadlines and ensure that all necessary filings are completed on time.
• CRM & Database Management:
  • Maintain accurate and up-to-date client information in the CRM system.
  • Regularly update and manage the client database to ensure that all relevant client data is easily accessible and properly categorized.
  • Ensure all communication with clients is documented and stored appropriately.

QUALIFICATIONS

• Education: Bachelor’s degree in accounting, Business Administration, Finance, or a related field.
• Experience: At least 3-4 years of experience in Australian accounting and tax administration or a similar administrative role.
• Australian Financial Knowledge: Familiarity with Australian tax and superannuation administration processes, regulations, including ATO requirements.
• Technical Skills:
  • Proficiency with accounting and administration software programs such as XPM, Class Super, FYI Docs, CAS360, DocuSign, and FuseSign.
  • Strong proficiency in MS Outlook, Excel, Word, PowerPoint, and Google Workspace.
  • Excellent communication, organizational, and research skills.
• Customer Service: A passion for delivering excellent client service, with a focus on building strong relationships.
• Self-management: Ability to prioritize tasks, manage multiple projects, and work independently in a remote environment.
• Adaptability: Ability to adapt to changing priorities and handle multiple tasks simultaneously.
• Willingness to Learn: Willingness to undergo training to improve understanding of the Australian tax and accounting system requirements.