Processes and Administration Completion of all standard administrative tasks as instructed Attending to client onboarding and offboarding in accordance with company procedures Upkeep of client records in filing systems and the ATO portal Preparation of ethical letters as required Working on client information prepared by accountants Preparation of client engagements via Ignition in accordance with instructions Timely setup of jobs in CRM systems, including accurate staff allocation, task deadlines, and time budgets Attendance and participation in designated training sessions and meetings Assembly of final client collation packs in accordance with company procedures Preparation of invoices using accountant instruction Sending ATO correspondence to clients, including Notices of Assessment, PAYG instalments, debt collection letters, overdue lodgement letters, and other communications ASIC annual renewals through CAS360 Preparation of ASIC forms, including registered agent updates and changes to client details, shareholders, or directors TFN, ABN, GST, PAYG, and other client registrations Lodgement of income tax returns as required Daily timesheet completion Self-Management Effective time management to complete tasks within prescribed timeframes Management of deadlines with regular communication to managers or directors Seeking opportunities to improve job processes Seeking clarification on tasks when necessary Informing and following up with staff or management regarding work progress as required Other Non-Technical Responsibilities Respectful Treat clients and team members with professionalism and respect Respect individual views, opinions, and differences Use company resources responsibly Communicate respectfully and professionally at all times Collaborative Work collaboratively across teams to achieve the best client outcomes Share knowledge across service lines and departments Partner effectively with clients to help achieve their goals Trustworthy Act with integrity, honesty, and accountability Meet deadlines consistently and deliver reliable work Build trust with clients and colleagues through professionalism and consistency Curious Show initiative in identifying ideas and process improvements Seek opportunities to learn and expand knowledge Think proactively when solving internal and client-related challenges Look for ways to add value to clients and the broader team Empathetic Demonstrate empathy toward clients and team members Understand and support individual needs appropriately Maintain self-awareness in workplace interactions and communication Fun Contribute positively to team culture and engagement activities Participate in social activities and employee events Help create an enjoyable and supportive work environment while maintaining high standards Other Behaviors Adhere to company policies and procedures Strive to provide exceptional client service through proactive support and accountability Participate in company social events and activities Demonstrate reliability and accountability in all assigned responsibilities

Manila