Who’s hiring?
Caveo Partners is one of Adelaide’s first fully integrated professional advice practices, bringing more than 35 years of experience across Financial Planning, Accounting, Tax, Digital Management Accounting, Business & Finance Advisory, Superannuation, Investments, Personal Protection and Estate Planning.
With a team of over 85 professionals, Caveo delivers holistic advice under one roof, supporting businesses, families and individuals with practical, forward-thinking solutions. An accounting and advisory firm at the forefront of the industry when it comes to technology, Caveo operates from state-of-the-art offices with a tram stop just metres away and is known for being values-driven and genuinely social, with a collaborative, positive and growth-focused culture.
So, what’s the role?
Reporting to the Team Leader of Administration, the Accounting Administration Coordinator is primarily responsible for providing administrative support to the Accounting team, along with assisting reception and front-of-house functions as required.
This is a varied role where you’ll work closely with Directors and staff across the business, supporting corporate compliance, job setups, lodgements, database management and client onboarding processes. You’ll play a key role in ensuring deadlines are met, records are accurate, and the team is well supported.
Here’s what a typical week will look like:
* Preparing and lodging ASIC documents, company minutes and managing corporate compliance requirements
* Assisting with new entity formations using practice management platforms
* Maintaining client records and setting up new clients in Xero Practice Manager and ATO Portal
* Producing ethical letters and supporting client onboarding
* Entering ATO assessment details, issuing correspondence, and managing client lodgement lists and deferrals
* Supporting job setup and engagement processes
* Collating tax and accounting jobs and preparing accompanying correspondence
* Attending to daily ATO lodgements
* Responding to external client and third-party information requests
* Providing backup reception and front-of-house support when required
You could be the right fit if you:
* Have previous experience in an accounting or professional services administration role
* Understand accounting processes and compliance requirements (or are keen to learn!)
* Bring strong attention to detail, organisation and time management skills
* Are proactive, reliable and comfortable working to deadlines
* Communicate professionally with clients and colleagues
* Are tech savvy and confident using Microsoft Office
* Enjoy working as part of a team
What’s in it for you?
* A varied, meaningful role within a respected professional services firm
* Modern, technology-enabled working environment
* Supportive, social and values-driven culture
* Opportunity to build a long-term career as Caveo Partners continues to grow
How to apply
If this sounds like your ideal next step, we’d love to hear from you. Submit your resume and cover letter by clicking the apply now button.