Join a values-driven, boutique advisory firm that operates at the intersection of innovation, compliance, and high-impact consulting. This team works with some of Australia’s most forward-thinking businesses, helping them navigate the complexities of R&D tax incentives through structured, precise, and intelligent documentation.

You’ll be working alongside technical specialists and senior advisors who pride themselves on excellence and integrity—offering a rare chance to learn from the best, contribute meaningfully to high-stakes projects, and help reshape how innovation is documented and rewarded in Australia.

The Opportunity

This role is ideal for someone who thrives on structure, order, and thoroughness. At any one time, you'll be working across a dozen client files, each involving multiple projects, stakeholders, and documentation streams. Your ability to track, follow up, and coordinate documentation from various sources will directly impact the success of each engagement.
You’ll not only review and evaluate client-provided documentation for compliance with legislation and regulatory requirements—you’ll also own the systems that ensure every document, response, and follow-up is tracked, recorded, and retrieved with precision.

Key Responsibilities

• Review and assess client-provided documentation to determine compliance with relevant legislation and regulatory guidelines
• Coordinate and manage complex documentation workflows across internal and client-facing projects
• Maintain meticulous records of all data requests, including when they were sent, to whom, by what method, and what responses have been received or remain outstanding
• Analyse and categorise project documentation to support eligibility, audit-readiness, and project decision-making
• Design and maintain logical, scalable filing systems for efficient access and version control
• Engage clearly and confidently with clients and stakeholders—including technical experts and project managers—to request, clarify, and validate information
• Identify process gaps and proactively implement improvements in documentation and compliance workflows

What You’ll Bring

• 3–5 years’ experience in project administration, legal administration, paralegal work, or a compliance-heavy role within a professional services or advisory firm
• Demonstrated ability to manage multiple client accounts and concurrent projects with varying documentation requirements
• Proven track record of maintaining detailed and accurate records of follow-ups, outstanding items, and client communications
• Strong analytical skills with the ability to interpret and structure complex information
• Excellent communication skills and emotional intelligence—able to influence, clarify, and follow up without friction
• A methodical, process-driven mindset with high attention to detail and a drive to “close the loop” on every task

Salary & Benefits
$70,000 – $80,000 + Superannuation

• 9-Day Fortnight – Enjoy a regular extra day off (26 additional leave days per year)
• Career Development – Ongoing mentoring and exposure to senior advisors and complex client work
• Educational Support – Full financial backing for relevant postgraduate study
• Health Allowance – Annual budget to support your physical or mental wellbeing
• Learning Budget – Dedicated allowance to build soft skills relevant to long-term career growth
• Performance Bonuses – Recognition for exceeding KPIs or contributing to strategic initiatives

If you bring structure where there’s ambiguity and thrive on tracking every moving part to completion, this is your chance to make a meaningful difference—both to your team and to some of the country’s most innovative businesses.
Apply now and bring order to Australia’s boldest ideas.

Smith And Co Recruitment
Angela Smith and Anna Smith

If you have any questions, please email [email protected] or [email protected].