Office Administrator / Client Services (Accounting)$65,000 – $75,000 per year + SuperannuationAbout UsPuzzle Advisory Partnership is a boutique accounting and advisory firm dedicated to helping businesses and individuals achieve financial clarity and confidence.
We provide tax, accounting, business advisory and compliance services to a diverse client base.
As we continue to grow, we are looking for an organised, proactive Office Administrator / Client Services qualified to join our team.
This role combines general office administration with client services support, particularly in relation to accounting compliance obligations.Role & ResponsibilitiesGeneral office administration: answering phones, managing correspondence, greeting clients, scheduling appointments/meetings.Supporting the accounting/advisory team with data entry, document management, invoicing and client file maintenanceResponsible for the lodgment of Activity Statements (BAS/IAS) & tax returns with the ATOATO and ASIC compliance including company annual statements, maintaining corporate registers, preparing standard ASIC forms and minutes.Monitoring key tax and compliance deadlines to ensure clients remain compliantLiaising with the ATO to organize ATO payment plans and interest remissions etcClient liaison: collecting required documents, responding to queries, following up outstanding information from clients.Preparation of annual Tax Packs and BAS/IAS Packs.Client onboarding, including setting up client records in practice management software, ensuring clients are added to tax agent portals, ASIC and ABR details are up to date.Maintaining office systems, supplies and liaising with external service providersSkills & QualificationsPrevious experience in office administration or client services within an accounting or professional services firmKnowledge of BAS/IAS preparation and understanding of ATO lodgement processesFamiliarity with ASIC compliance requirements (annual statements, company forms, corporate registers, large company and public company reporting obligations)Strong organisational skills, attention to detail and ability to manage deadlinesExcellent communication skills (written and verbal) with a client-focused mindsetProficiency with MS Office Suite and accounting software (Xero, XPM, Class, How Now and now Infinity)Team player with initiative and a strong sense of responsibilityDemonstrates initiative in identifying inefficiencies and implementing practical solutions to improve administrative workflows.Expected to manage assigned responsibilities independently, with accountability for accuracy and timeliness.Personal AttributesTakes ownership of tasks and delivers outcomes with minimal supervisionProactive communicator who confidently engages with clients via phone and emailCommitted to continuous improvement and bringing efficiency to administrative processesHigh level of accuracy and attention to detail in all aspects of workReliable and accountable, with a strong sense of responsibility for deadlines and client outcomesAdaptable to evolving systems and procedures, with a willingness to learn and embrace new technologies or methods.What We OfferSupportive, collaborative and professional team environmentExposure to a broad range of accounting, advisory and compliance workCompetitive salary + superannuationProfessional development and training opportunitiesLong-term career growth in a stable firm
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