Team Assistant
Our client is a professional services firm with specialist tax and advisory capability. They’re looking for an experienced Team Assistant to support their Business Advisory and Tax Advisory teams. If you like variety, take pride in getting the detail right and enjoy working closely with both colleagues and clients, this is a role where you’ll be a genuine part of how the team delivers.
About the role
You’ll support Partners, Directors, Managers and Accountants, keeping client work moving and making sure nothing slips through the cracks. The work is varied, with plenty of contact across internal teams and directly with clients.
What you’ll be doing - Providing senior administrative support to Partners, Directors, Managers and Accountants
- Managing client files and keeping client records accurate and up to date in the CRM
- Preparing client correspondence, reports, proposals and other professional documents
- Assisting with the preparation and lodgement of financial statements, tax returns and activity statements
- Preparing and finalising client fee documentation
- Liaising with the ATO on client matters
- Supporting administration across the full client lifecycle
- Helping the client onboarding and company secretarial teams during busy periods and leave cover
- Maintaining CRM workflows and data quality
- Building templates, presentations and internal communications
- Covering reception when needed
- Guiding junior administration staff on processes and good practice
What you’ll bring - Administration experience in an accounting, tax, financial advisory or professional services setting
- Strong organisation and time management, with the ability to juggle competing priorities
- Clear, professional written and verbal communication
- Discretion and sound judgement with confidential information
- A sharp eye for detail and a commitment to accuracy
- Advanced Microsoft 365 skills (Word, Excel, PowerPoint, Teams and SharePoint)
- Experience with practice and compliance platforms such as APS, CAS, DocuSign, ATOmate, Class, or the ASIC, ABR and ATO portals is highly regarded
- An interest in improving how things are done
What’s on offer - An additional day of leave each year
- Regular one-on-ones focused on your development
- Support for study, professional memberships and qualifications
- Referral incentives
- A team culture that recognises good work, with regular social and wellbeing events
To apply, click Apply or contact Saxon Newsham at TAP on snewsham@andersenpartnership.com for a confidential conversation.
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