- Managing Inbound Communication
- Sorting ATO and other inbound correspondences received
- Coordinating responses from Manager
- Emailing clients with relevant attachments and information
- Assist Clients with providing documentations
- Source for client information that is required by the bankers, or clients.
- Drafting accountants letters
- Coordinate monthly or quarterly client obligations
- Coordinate ATO Lodgements including BAS, IAS QPINs to be sent out to clients post instructions from accountants
- Uploading documents for e-signature and filing them, closing bank receipts, sending completed Superfund financials to be audited.
- Connect daily to review open items, prioritise and deliver
- Manage formation of companies, trusts and SMSFs, and maintain related documentation.
- Update ABR & ASIC with various changes eg. Shareholders, address, etc
- Manage Annual ASIC Review Notices
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