Accounting Virtual Assistant (AU exp) - Quezon City

JOB OVERVIEW

The VA will play a crucial role in supporting the accounting team by preparing necessary reports and ensuring smooth client administration processes.

The ideal candidate will have a strong background in and understanding of Australian tax and accounting administration systems, excellent communication skills, and the ability to manage multiple tasks simultaneously.

• Administrative Tasks:
• Assist the accounting team with the setup and management of Australian client records and data and logging a job in the system.
• Utilize XPM, Class Super and FYI Docs to generate reports and financial documents in line with Australian tax and superannuation regulations.
• Client Document Management:
• Collate client forms and financial documents (e.g., tax returns, financial statements and superannuation records) and forward to clients for signing.
• Use DocuSign and FuseSign for document signing, ensuring proper documentation is in place for compliance purposes.
• Tax & Superannuation Support:
• Assist with the collation and submission of Australian tax documents, ensuring all necessary records are provided for tax filings.
• Collaborate with the Office Manager to track tax deadlines and ensure that all necessary filings are completed on time.
• CRM & Database Management:
• Maintain accurate and up-to-date client information in the CRM system.
• Regularly update and manage the client database to ensure that all relevant client data is easily accessible and properly categorized.
• Ensure all communication with clients is documented and stored appropriately.

• Education: Bachelor’s degree in accounting, Business Administration, Finance, or a related field.
• Experience: At least 3-4 years of experience in Australian accounting and tax administration or a similar administrative role.
• Australian Financial Knowledge: Familiarity with Australian tax and superannuation administration processes, regulations, including ATO requirements.
• Technical Skills:
• Proficiency with accounting and administration software programs such as XPM, Class Super, FYI Docs, CAS360, DocuSign, and FuseSign.
• Strong proficiency in MS Outlook, Excel, Word, PowerPoint, and Google Workspace.
• Excellent communication, organizational, and research skills.
• Customer Service: A passion for delivering excellent client service, with a focus on building strong relationships.
• Self-management: Ability to prioritize tasks, manage multiple projects, and work independently in a remote environment.
• Adaptability: Ability to adapt to changing priorities and handle multiple tasks simultaneously.
• Willingness to Learn: Willingness to undergo training to improve understanding of the Australian tax and accounting system requirements.