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Administrator & accounts assistant

Brisbane
Greenhalgh Pickard
Finance Assistant
Posted: 12 September
Offer description

**Accounting Admin**
- Lodge tax returns and BAS statements
- Send SMS confirmations for lodged returns
- Follow up on client signings and queries
- Send and manage client queries via XeroAsk
- Prepare and distribute workpacks
- File documents from completed workpacks
- Manage reminders for BAS, TPAR, QBCC, and tax obligations
- Set up new clients in accounting software
- Oversee and maintain Xero jobs
- Handle ASIC reminders via NowInfinity
- Conduct initial debt recovery (first two statements)
- Update tasks and job statuses as needed
- Assist with entity setup, including linking and file management
- Arrange portal documentation for workpapers and clients
- Manage file closing procedures

**Accounts**
- Enter in trust payments received and send receipts to clients using
- Daily reconciliation of trust account
- Enter client payments in ActionStep
- Enter disbursements against matters
- Prepare draft invoices for review
- Process Trust EFT requisition payments and upload to bank for approval
- End of month Trust reconciliation
- Daily reconciliation of Xero account (General bank and credit cards)
- Enter bills into Xero
- Prepare batch payments & upload to bank for approval
- Debtor reminders
- Minimum Qualifications: - Familiarity with Xero, NowInfinity, SuiteFiles, ActionStep and Net Documents advantageous
- Excellent written and verbal communication
- Written English communication skills
- Ability to work to deadlines
- Proactive, self-motivated & organised
- Experience in a similar role
- Communicates proactively
- High attention to detail / Organised
- Fast learner
- Keen to grow and learn new things

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Send an application
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