Office Admin

Join a friendly team on Sydney's Northern Beaches. This part time role will include the following tasks 

    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. 
    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. 
    Enter all supplier invoices to the firms Xero files Arch Capital and Advisors
    Attending to all corporate secretarial matters including forms (ASIC).
    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. 

    Ability to use software MYOB & Xero
    Ability to use Word and Excel


25/11/2019 $0 North Shore & Northern Beaches 1 Administration & Office Support
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