The Client
Our client is a well-respected professional services firm located in the heart of Brisbane. On the hunt for their next Personal Assistant to support the Managing Director, they're seeking a confident all-rounder to manage a wide variety of tasks whilst working to multiple deadlines.

Benefits & Culture

• Competitive salary package
• Enjoy flexible working arrangements to balance work and life
• 1 day WFH per week
• Be part of a dynamic, social team with regular events
• Enjoy a role that consists of variety (no 2 days the same)
• Ongoing career development opportunities, with clear paths for long term growth

The Role

• Provide EA support to the Accounting and Tax Partner
• Oversee client onboarding, including obtaining ethical clearance from previous accountants
• Finalize proposals, engagement letters, and advisory documents
• Coordinate tax return lodgment program, including reporting and ATO submissions
• Set up new client jobs for annual compliance tasks
• Compile client tax packages (financial statements and tax returns)
• Communicate with clients to obtain signed documents and manage inquiries
• Schedule appointments and meetings for the Accounting & Tax Partner and team
• Maintain accurate client records and follow up on outstanding information/payments
• Assist with billing and invoicing processes
• Ensure compliance with regulatory deadlines and requirements
• Provide general administrative support to the tax team
• Respond to client emails and calls promptly
• Update processes and procedures, manage incoming mail
• Lodge corporate secretarial documents with ASIC

Skills & Experience

• 2-4 years of experience in a similar position
• Positive, proactive attitude
• Ability to prioritize tasks and perform effectively under pressure
• Capable of working independently while collaborating efficiently with the Administration Team
• Proficiency in Microsoft Office and other software applications
• Excellent interpersonal and communication skills, with the ability to build relationships both internally and externally
• High level of confidentiality and attention to detail
• Knowledge of Xero and ASIC software is highly regarded

If you'd like to know more information about the role and company, then please contact Summer Jane at [email protected]. To apply please click APPLY NOW.

*Please note only successful applications will be contacted, and only those with the right to work in Australia need apply.