Office Administrator / Client Services (Accounting)

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 & Key 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 ect

• 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