Your new role

Your new role is critical to ensuring the smooth coordination of workflow, client administration and compliance processes while providing proactive support to Partners and accounting professionals.

Key responsibilities include:

• Acting as a key point of contact for clients regarding year-end compliance and business services matters
• Coordinating and managing workflow across the Business Services team to ensure deadlines are met
• Preparing and processing client jobs, maintaining databases and updating client records
• Managing client correspondence, documentation, checklists and compliance requirements
• Liaising with regulatory bodies including the ATO, ASIC and ABR on behalf of clients
• Supporting the establishment of new companies, trusts and business registrations
• Managing invoicing processes, reporting and documentation distribution
• Assisting with diary management, meeting coordination and preparation of meeting materials
• Monitoring work progress and proactively following up with team members to improve efficiency
• Contributing to process improvement initiatives and supporting the ongoing success of the administration function
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