About Us:

Our firm is a long-standing and reputable family office specialising in taxation, superannuation and wealth management. Located in the heart of Circular Quay, Sydney with stunning views of the Harbour Bridge and the Sydney Opera House.

For more information, visit our website www.tlim.com.au

If you wish to work with a dynamic young team, have a great smile, and enjoy contributing to a successful business, we want to hear from you!

Key Responsibilities:

Act as the first point of contact for clients, providing a professional and welcoming presence.

Provide personal assistant support to senior management.

Manage and process communications with the Australian Securities and Investments Commission (ASIC) and the Australian Taxation Office (ATO).

Provide administrative assistance to the tax and wealth management team, including preparation of financial reports and portfolio reports, and client liaison.

Support the team with ad-hoc duties.

Key Requirements:

Experience in a similar role, preferably in a chartered accounting firm.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

Strong organisational, time-management, and communication skills.

A positive, friendly, and approachable attitude with a great smile.

Who You Are:

Imaginative, enthusiastic, and eager to work with a dynamic, young, and collaborative team.

Motivated to help the team succeed while gaining experience in the taxation, superannuation, and wealth management sectors.

Apply Now!

Send your resume and cover letter to [email protected]

Please send enquiry regarding this role to [email protected]