Admin & Corporate Secretarial Officer

About the Firm
We are a future-focused Australian accounting and professional services firm dedicated to delivering tremendous value to our clients. Our mission is simple: help clients save time, save money, make more money, and have more time. We are growing and building a high-performance remote team to support that vision.

The Role
This is a dual-function role combining accounting firm administration with corporate secretarial responsibilities. You will be a key part of our operations team, keeping client work moving, compliance on track, and creating capacity for our principal to focus on high-value advisory and business development.

Key Responsibilities:

Accounting Firm Administration
• Follow up with clients on outstanding work, documents, and information requests
• Monitor and chase workflow progress using Xero Practice Manager (XPM)
• Identify and flag opportunities to offer additional services to existing clients
• Prepare and send standard client communications and correspondence
• Maintain accurate client records and assist with onboarding new clients
• Manage clients on the ATO Tax Agent Portal including adding and updating client details, monitoring ATO correspondence, and actioning requests
• Prepare and send client correspondence relating to ATO notices, assessments, and other third party communications including ASIC and state revenue offices
• Draft standard letters and emails to the ATO and other government bodies on behalf of clients under the direction of the principal accountant

Corporate Secretarial & Compliance
• Data entry and preparation of new entity structures (companies and trusts) using LightYear Docs
• Maintain company registers and manage annual review compliance
• Use BGL for company compliance management, lodging documents and manage registrations
• Track compliance calendars and proactively flag upcoming deadlines

What We Are Looking For
• Minimum 2 years experience working in an Australian accounting firm (offshore or onshore)
• Hands-on experience with ASIC lodgements, company incorporations, and corporate compliance
• Experience managing clients on the ATO Tax Agent Portal including adding clients, monitoring correspondence, and actioning requests
• Proficient in Xero and Xero Practice Manager (XPM)
• Experience with BGL for company compliance
• Exposure to LightYear Docs or similar document generation tools (desirable)
• Strong written English and professional client communication skills
• Highly organised, detail-oriented, and able to manage multiple tasks and deadlines
• A self-starter who can document processes and work independently with minimal supervision

What We Offer
• Part-time role, 20 hours per week with potential to grow to full-time
• 100% remote and flexible working arrangement
• A collaborative, forward-thinking team culture
• Exposure to a broad range of services including advisory, tax, and entity structuring
• Opportunity to grow with the firm as we scale

How to Apply
Please send your CV and a short cover letter explaining your experience with Australian accounting firms and corporate secretarial work. In your cover letter, tell us which software tools you have used and how you have supported compliance or client workflow management in a previous role.

Applications that do not demonstrate direct experience with Australian accounting firm processes will not be considered.