Your new company

A boutique accounting and wealth management firm in the Sydney CBD

Please note: You MUST be an Australian citizen, have Permanent Residency or a Visa with no restrictions to apply

Your new role

• Handle client enquiries via phone and email, providing timely and professional assistance.
• Act as a liaison with ASIC and ATO for client and firm matters.
• Assist in setting up and onboarding new clients in practice management software, ATO Portal, and ASIC.
• Maintain accurate client data, ensuring privacy and confidentiality.
• Manage inbound ATO and ASIC correspondences.
• Package final client documents for signature, ensuring attention to detail and quality control.
• Perform light office duties such as answering phones, organising mail, and attending to client and staff needs.
• Assist in arranging firm events and functions.
• Provide administrative support, including document management, filing, and archiving.

What you'll need to succeed

• Experience in ASIC / ATO is essential
• Experience in an accountancy firm is desirable
• Happy to go into the office 5 days a week

What you'll get in return

• Exposure to high net worth clients from day one
• Excellent family feel culture
• Training from the best !

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.