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Go Remote Staff

Accounting Administration Assistant (Xero/Financial Planning)

Go Remote Staff

Alabang, Metro ManilaPosted 11 days agoJobStreet

Setup
Remote
Type
Full-time
Level
Mid-level
Salary
PHP 30k–40k/mo est.
Closes
Open

Skills mentioned

PHPVirtual AssistanceAccountingHRLegal
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About the role

Admin in an Accounting Firm — Without Being Handed the Books GoRecruit is hiring on behalf of an established Australian accounting and business advisory practice based in Victoria. The firm works with small and medium businesses across Australia on tax planning and compliance, Xero bookkeeping, payroll, SMSF and business advisory, and is led by Certified Practising Accountants with more than 20 years' experience. We are hiring an Accounting Administration Assistant to work closely with the practice's partners as a remote professional based in the Philippines. This is an administrative role, not an accounting one. No reconciliations, no financial statements, no client books. Your day is client agreements in Practice Ignition, documents out for signature in Docu

Sign, the client database kept accurate in Xero Practice Manager, ATO lodgement deadlines tracked, ASIC obligations handled in CAS360, monthly reports and the newsletter sent on time, and the admin inbox, PO Box mail and ATO portal correspondence under control. Full training is provided on every system. One more thing worth knowing: the practice has no formal SOPs for this work yet, so you will help write them as the role is established. If you already speak the language of an accounting firm — lodgements, engagement letters, ASIC — and want that experience to actually count, we want to hear from you. What you'll be doing: Prepare and issue client service agreements in Practice Ignition, administer payment set-up and follow up outstanding payments. Send documents for signing in Docu

Sign, chase signatures through to completion, and file executed documents correctly Respond to routine client queries on agreements, payment set-up and document signing, escalating anything complex Maintain the client database in Xero Practice Manager — set up jobs, keep entity details current, flag incomplete or overdue records, and keep data consistent across XPM and connected systems Assist with ATO lodgements in Xero and maintain the practice lodgement register, flagging at-risk deadlines Handle company secretarial administration in CAS360 — annual reviews, ASIC debt follow-up, director and shareholder changes Send monthly client reports and the monthly newsletter, manage the admin inbox, PO Box mail and ATO portal correspondence, and follow up with clients on ATO debt and payment arrangements Support client onboarding from engagement through to system set-up, and offboarding through to closing out records, access and outstanding obligations Coordinate partner calendars, book client appointments, and help document — and improve — the practice's SOPs What you'll bring: At least 3 years' professional administrative experience specifically within an Australian accounting or financial planning business — this is the practice's priority requirement, and general Australian business admin experience is not treated as equivalent Working familiarity with Australian practice terminology and workflows — engagement letters, ATO lodgements and ASIC correspondence Proven experience in an administrative, office support or virtual assistant capacity Comfort learning new cloud-based systems quickly — full training on Xero and Xero Practice Manager is provided; existing Xero exposure is a strong plus Strong written and verbal English, confident corresponding with Australian business owners Strong organisation and attention to detail around deadlines, records and document tracking Reliable high-speed internet and a dedicated home office setup Nice to have: Hands-on exposure to Xero Practice Manager, Practice Ignition, Docu

Sign or CAS360 Experience supporting an Australian financial planning or wealth management practice alongside accounting Exposure to ATO portal correspondence and ASIC annual review processes Experience writing or following standard operating procedures Experience managing a shared inbox or booking appointments in a business calendar Why Join This Practice: Genuine day shift — Monday to Friday, 6:00 AM – 3:00 PM Manila, weekends off An admin role that stays an admin role, in a firm that resources it properly You write the SOPs rather than inherit them — real ownership from the start Close working relationship with the partners, no layers in between Ongoing full-time role with an established practice, plus prepaid HMO, paid time off and a performance bonus Compensation and benefits: PHP 30,000 – 40,000 per month, starting offer based on experience Full-time independent contract, 40 hours per week Monday to Friday, 6:00 AM – 3:00 PM Manila time — day shift, weekends off Permanent work from home, anywhere in the Philippines Prepaid HMO, paid time off and a performance bonus Full training on Xero, Xero Practice Manager and all practice systems How to apply: Click Apply and submit your CV, a short note on why this role is right for you, and a list of which practice systems you have used and for how long — Xero, Xero Practice Manager, Practice Ignition, Docu

Sign or CAS360, including whether that experience was gained in an accounting or financial planning firm specifically. If you have not used some of them, say so and tell us what you did run instead. Applications without that list will not be reviewed.

Sourced from JobStreet · posted 11 days ago · you apply on the original site