A Virtual Assistant provides remote administrative support, managing tasks such as scheduling, email correspondence, and data entry. They assist with various functions to enhance productivity and efficiency for clients or businesses.
DUTIES AND RESPONSIBILITIES
- Maintenance of the Xero client database
- Using the ATO Portal for lodgments and queries
- Liaising with the accountants, clients and ATO including contacting ATO on behalf of accountants and clients
- Generating reports from ATO (Australian Taxation Office)
- Billing and invoice preparation
- Assisting with phone calls and greeting clients.
- Assist with Practice lodgments (Tax, BAS & ASIC) – Logging in and preparing tax returns jobs per tax financial year
- Manage incoming and outgoing mail
- Manage Practice databases
- Process Practice receipts and debtors
- Assist with the preparation of any ASIC forms and new entities
- Contact ASIC on client’s behalf
- Calendar management and client appointment management
- Contact clients for queries, make appointments and general assistance
- Update client details in all the relevant databases, Add new clients to the system
- General administration
QUALIFICATIONS
- Bachelor’s degree in accounting, business, administration, or similar.
- At least 2-3 years of accounting admin experience.
- Strong computer skills and proficiency in MS Office and Outlook.
- A solid understanding of financial processes such as bookkeeping and tax filing for Australian entities/clients.\
- Mathematical skills
- Excellent verbal and written communication skills.
- Good organizational and time management skills.
- The ability to work on multiple projects simultaneously while maintaining accuracy.
- The ability to collaborate with coworkers, clients, and suppliers.
