Tax Admin AU NZ Hybrid

• Monitor the Admin & Tax inbox daily to file tax returns, update the status of returns sent, and forward or action emails to the appropriate staff members.
  
• Run the e-signature process and send client documents for client signature on a daily basis.
  
• File signed tax returns from completed signing documentation and upload audit reports.
  
• Collate manually signed returns and file them within the CRM system.
  
• Perform daily client database updates to ensure accuracy and completeness of records.
  
• Follow up on unsigned financial statements and tax returns through e-signature reminders.
  
• Report and/or resolve tax errors on a daily basis.
  
• Create scheduled tax reports, including provisional tax, unpaid tax, unfiled tax, and error/statement difference reports.
  
• Send provisional tax letters from approved lists using practice management software and/or spreadsheets.
  
• File IRD letters and tag relevant accountants on a weekly basis.
  
• Prepare weekly/monthly billing reports and draft invoices as requested by directors.
  
• Assist with ad-hoc administrative projects to improve systems, processes, and client database management.
  

Requirements

• Bachelors degree in Accountancy, Accounting Technology, or Business Administration is preferred.
  
• 3+ years of experience in tax administration, accounting support, or a related field.
  
• Proficiency in e-signature platforms (e.g., Adobe Sign), practice management software (e.g., XPM), document management systems (e.g., FYI), and CRM systems.
  
• Strong attention to detail and accuracy in handling tax filings and client data.
  
• Excellent organizational and time-management skills to manage recurring daily, weekly, and monthly tasks.
  
• Strong written and verbal communication skills for liaising with clients and internal staff.
  
• Ability to work independently, prioritize tasks, and meet deadlines consistently.
  
• Familiarity with tax compliance processes and financial statement documentation.
  

Benefits

• HMO, Dental, and Life Insurance for you and one free dependent from day one (with the option to enroll additional dependents).
  
• Paid Leaves: Birthday, Vacation, Medical, and Maternity (up to 6 Vacation Leaves are convertible to cash on your anniversary).
  
• Employee Engagement Activities: Year-End Party, Family Day, Team Building, and more!.