Join a friendly team on Sydney's Northern Beaches. This part time role will include the following tasks
Daily Maintaining client database in (Green XPM) including additions, deletions and changes as needed. With clients added to the ATO portal as required. Ensure the daily mail correspondence received is dealt with in an efficient and timely manner. The correspondence will be varied and will be inclusive of the following: o ATO correspondence PAYG IT BAS Notice of Assessment Income Tax Accounts Overdue Notice Division 293 Notices Excess Concessional Contribution Notices Ensure all new client documentation is organised and files organised. Following up with the client in scope and sign off and payment of any agreed up-front amount. Preparing and sending out invoices for client jobs that are engaged as invoice on completion. Lodging SMSF and Income tax returns in green Xero. Monitoring and ensuring all signed income tax returns are returned for all Arch clients. Preparing final SMSF email to clients with final accounts and income tax returns. Typing of letters to clients as required. Weekly Assistance with the monthly newsletters for the firm being sent on Mail chimp & maintaining distribution addresses in the system. Weekly email summary prepared (for the week ahead) of the overall firms interactions with the clients.
Fortnightly Enter all supplier invoices to the firms Xero files Arch Capital and Advisors Attending to all corporate secretarial matters including forms (ASIC). Monthly Review and monitor all monthly client service agreement invoicing. Assistance with the scheduling of the monthly webinars, to ensure the time is available for these to be completed and the webinars prepared. Checking ATO My.Gov correspondence, monthly. Save commission statements to file & update reconciliation of commissions
Tax manager assistance Assist with preparation of ITR & BAS Liaising with clients for tax purposes including missing/required information SMSF workflow organisation for processing team. Set up of new company and Trust entities the administration side of the process only is required.
Skills Ability to use software MYOB & Xero Ability to use Word and Excel
25/11/2019$0North Shore & Northern Beaches1 Administration & Office Support
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