Operations VA
Core
Coordinate daily work across bookkeeping, payroll, reconciliations, and reporting for an Australian accounting practice while managing operational workflows and capacity.
Role type
Operations Virtual Assistant (Accounting Domain)
Builds
Operational efficiency and workflow stability for an accounting firm
Domain
Accounting / Bookkeeping / Management Accounting
Deliverable
dashboards & analysis
Required skills
Australian bookkeeping fundamentals, ClickUp workflow management, Google Workspace proficiency, Xero/QuickBooks/MYOB experience, capacity oversight, SOP adherence (via careerplan.io/jobs/02fb5353-8982-4a04-ad0f-3fe1de36f692-operations-va-at-remote-office)
Preferred skills
Workflow automation, AI tool usage, executive support experience
Technologies
ClickUp, Google Workspace, Xero, QuickBooks Online, MYOB
Responsibilities
Coordinate daily work across bookkeeping, payroll, reconciliations, and reporting; Organise, assign, track, and monitor tasks through ClickUp; Monitor team capacity and ensure work is delivered according to client agreements; Identify workflow bottlenecks and help resolve them proactively; Maintain organised documentation and filing systems within Google Workspace; Conduct preliminary quality checks on reconciliations, coding, and workpapers; Assist the CEO with operational planning and prioritisation.