Operations and Accounting Assistant

This is a fully remote position, open to applicants in Australia.

📋 Description

• Coordinate the daily workflow encompassing bookkeeping, payroll, reconciliations, and reporting.

• Ensure all tasks are systematically structured, assigned, and monitored in ClickUp.

• Assess team capacity in relation to client service agreements.

• Proactively identify and address any bottlenecks.

• Maintain organized documentation within Google Workspace.

• Uphold and safeguard existing Standard Operating Procedures (SOPs) for Australian bookkeeping and management accounting.

• Maintain and enhance ClickUp dashboards, workflows, and templates.

• Guarantee full visibility, traceability, and accountability of tasks.

• Support workflow automation as appropriate.

• Promote consistent system usage throughout the team.

• Assist the CEO with operational planning and prioritization.

• Prepare concise operational summaries and insights on workload.

• Facilitate the implementation of internal initiatives.

• Track action items and ensure they are followed through.

• Conduct preliminary quality checks on reconciliations, coding, and workpapers.

• Monitor adherence to scope and flag any out-of-scope work.

• Aid in the oversight of aged receivables and internal tracking.

• Step in hands-on when necessary to keep deadlines on track.

• Maintain organized and structured digital filing systems.

• Oversee licenses, subscriptions, and system access.

• Assist in onboarding new staff into tools and workflows.

• Ensure the confidentiality and protection of client intellectual property.

⛳️ Requirements

• Experience in an accounting, bookkeeping, or management accounting setting.

• Background in operations, practice management, administrative virtual assistance, or executive support within an accounting firm.

• Strong understanding of Australian bookkeeping principles (GST, BAS, payroll, super, month-end processes).

• Hands-on experience with ClickUp (including dashboards, workflows, and templates).

• High proficiency in Google Workspace.

• Familiarity with Xero, QuickBooks Online, and/or MYOB.

• Excellent organizational and time management abilities.

• Systems-oriented mindset with respect for existing frameworks.

• Capability to work independently without close supervision.

• Willingness to utilize automation and AI tools where advantageous.

🏝️ Benefits

• Flexible work arrangements.

• Opportunities for professional development.

• Options for remote work.