We are looking for an organized and detail-oriented Virtual Assistant (VA) to assist our Australian tax and accounting team with administration tasks.
DUTIES AND RESPONSIBILITIES
- Administrative Tasks:
- Assist the accounting team with the setup and management of Australian client records and data and logging a job in the system.
- Utilize XPM, Class Super and FYI Docs to generate reports and financial documents in line with Australian tax and superannuation regulations.
- Client Document Management:
- Collate client forms and financial documents (e.g., tax returns, financial statements and superannuation records) and forward to clients for signing.
- Use DocuSign and FuseSign for document signing, ensuring proper documentation is in place for compliance purposes.
- Tax & Superannuation Support:
- Assist with the collation and submission of Australian tax documents, ensuring all necessary records are provided for tax filings.
- Collaborate with the Office Manager to track tax deadlines and ensure that all necessary filings are completed on time.
- CRM & Database Management:
- Maintain accurate and up-to-date client information in the CRM system.
- Regularly update and manage the client database to ensure that all relevant client data is easily accessible and properly categorized.
- Ensure all communication with clients is documented and stored appropriately.
QUALIFICATIONS
- Education: Bachelor’s degree in accounting, Business Administration, Finance, or a related field.
- Experience: At least 3-4 years of experience in Australian accounting and tax administration or a similar administrative role.
- Australian Financial Knowledge: Familiarity with Australian tax and superannuation administration processes, regulations, including ATO requirements.
- Technical Skills:
- Proficiency with accounting and administration software programs such as XPM, Class Super, FYI Docs, CAS360, DocuSign, and FuseSign.
- Strong proficiency in MS Outlook, Excel, Word, PowerPoint, and Google Workspace.
- Excellent communication, organizational, and research skills.
- Customer Service: A passion for delivering excellent client service, with a focus on building strong relationships.
- Self-management: Ability to prioritize tasks, manage multiple projects, and work independently in a remote environment.
- Adaptability: Ability to adapt to changing priorities and handle multiple tasks simultaneously.
- Willingness to Learn: Willingness to undergo training to improve understanding of the Australian tax and accounting system requirements.
