Administrator & Accounts Assistant  

We are seeking a detail-oriented and proactive Administrative and Accounts Assistant to support our team. In this role, you will be responsible for key administrative tasks in our accounting department that ensure smooth workflow, client communication, and compliance with tax obligations. You will also look after our accounts internally for the firm. The ideal candidate will have strong organisational skills, experience with accounting and legal software and the ability to manage multiple deadlines efficiently.

Accounting Admin

• Lodge tax returns and BAS statements
• Send SMS confirmations for lodged returns
• Follow up on client signings and queries
• Send and manage client queries via XeroAsk
• Prepare and distribute workpacks
• File documents from completed workpacks
• Manage reminders for BAS, TPAR, QBCC, and tax obligations
• Set up new clients in accounting software
• Oversee and maintain Xero jobs
• Handle ASIC reminders via NowInfinity
• Conduct initial debt recovery (first two statements)
• Update tasks and job statuses as needed
• Assist with entity setup, including linking and file management
• Arrange portal documentation for workpapers and clients
• Manage file closing procedures

Accounts

• Enter in trust payments received and send receipts to clients using
• Daily reconciliation of trust account
• Enter client payments in ActionStep
• Enter disbursements against matters
• Prepare draft invoices for review
• Process Trust EFT requisition payments and upload to bank for approval
• End of month Trust reconciliation
• Daily reconciliation of Xero account (General bank and credit cards)
• Enter bills into Xero
• Prepare batch payments & upload to bank for approval
• Debtor reminders

• Familiarity with Xero, NowInfinity, SuiteFiles, ActionStep and Net Documents advantageous

• Excellent written and verbal communication

• Good English communication skills

• Ability to work to deadlines

• Proactive, self-motivated & organised

• Experience in a similar role with an Australian firm

• Communicates proactively

• High attention to detail / Organised

• Fast learner

• Keen to grow and learn new things