Office Administrator / Client Services (Accounting)
$65,000 – $75,000 per year + Superannuation
About Us
Puzzle 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 professional to join our team. This role combines general office administration with client services support, particularly in relation to accounting compliance obligations.
Role & Responsibilities
* General 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 maintenance
* Responsible for the lodgment of Activity Statements (BAS/IAS) & tax returns with the ATO
* ATO 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 compliant
* Liaising with the ATO to organize ATO payment plans and interest remissions etc
* Client 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 providers
Skills & Qualifications
* Previous experience in office administration or client services within an accounting or professional services firm
* Knowledge of BAS/IAS preparation and understanding of ATO lodgement processes
* Familiarity 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 deadlines
* Excellent communication skills (written and verbal) with a client-focused mindset
* Proficiency with MS Office Suite and accounting software (Xero, XPM, Class, How Now and now Infinity)
* Team player with initiative and a strong sense of responsibility
* Demonstrates 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 Attributes
* Takes ownership of tasks and delivers outcomes with minimal supervision
* Proactive communicator who confidently engages with clients via phone and email
* Committed to continuous improvement and bringing efficiency to administrative processes
* High level of accuracy and attention to detail in all aspects of work
* Reliable and accountable, with a strong sense of responsibility for deadlines and client outcomes
* Adaptable to evolving systems and procedures, with a willingness to learn and embrace new technologies or methods.
What We Offer
* Supportive, collaborative and professional team environment
* Exposure to a broad range of accounting, advisory and compliance work
* Competitive salary + superannuation
* Professional development and training opportunities
* Long-term career growth in a stable firm
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