Practice Manager
Core
Lead the administration team and provide high-level client service to ensure smooth operations for an accounting and financial services practice.
Role type
Senior IC Practice Manager / Client Service Administrator
Builds
Administrative workflows, client onboarding, annual tax return programs, and corporate secretarial services
Domain
Accounting and Financial Services
Required skills
Office management, client service, process improvement, project support, record keeping, team mentoring, workflow coordination, invoicing management, entity establishment, corporate secretarial services, IT liaison, business name registration, database management
Preferred skills
Bookkeeping, Xero Practice Manager (XPM), Xero/MYOB, Practice Ignition, electronic document management, electronic signing platforms, ASIC portal familiarity, ATO familiarity, collaboration applications
Technologies
Microsoft Office Suite (Word, Excel, Teams, PowerPoint, SharePoint), Xero Practice Manager, Xero, MYOB, Practice Ignition, Electronic document management systems, Electronic digital signing platforms, ASIC portal
Responsibilities
Manage day-to-day office administration and office procedures; Provide first point of contact for client enquiries; Mentor and supervise office administration staff; Coordinate the yearly annual tax return program; Manage ongoing workflow and monthly invoicing; Prepare new engagements and proposals; Onboard new clients and archive disengaged clients; Manage corporate secretarial services and business name registrations; Liaise with external IT support; Refine administrative processes
Seniority
Senior, hands-on IC