Virtual Assistant (ACR0001)

JOB OVERVIEW

We are looking for an organized and detail-oriented Virtual Assistant (VA) to assist our Australian tax and accounting team with administration tasks. This role requires proficiency with Australian tax and accounting  systems and tools such as XPM, Class Super, FYI Docs, Docusign, Fusesign, and CAS360. The VA will play a crucial role in supporting the accounting team by preparing necessary reports and ensuring smooth client administration processes.

The ideal candidate will have a strong background in and understanding of Australian tax and accounting administration systems, excellent communication skills, and the ability to manage multiple tasks simultaneously.

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.