Lead Investigations Officer — Complex Guardianship

Virtual Assistant-Operations

Location: Remote

EmploymentType: Part-time(approx.20hours/week),withpotentialtoscale

AbouttheRole

WearecurrentlyhiringforoneourclientbasedinAustralia,we’relookingforahighlyorganised,systems-drivenOperations VAtoworkdirectlywiththeCEOofthecompanyandcoordinatetheoperationalengineoftheiraccountingpractice.

Thisrolesitsfirmlywithintheaccountingdomain.YoumustunderstandAustralianbookkeepingandmanagementaccountingfundamentals.However,thisisnotastandaloneclientaccountantrole.

Yourfocuswillbe:

• Operationalexecution
• Workflowcoordination
• Systemmanagement
• Capacityoversight

Thisisanindependentcontributorroleforsomeonewhothrivesinstructuredenvironments,respectssystems,andknowshowtoimproveefficiencywithoutdisruptingoperationalstability.

KeyResponsibilities

• Organise,assign,track,andmonitortasksthroughClickUp.
• Monitorteamcapacityandensureworkisdeliveredaccordingtoclientagreementsanddeadlines.
• MaintainorganiseddocumentationandfilingsystemswithinGoogleWorkspace.
• AssisttheCEOwithoperationalplanning,prioritisation,summaries,andinternalinitiatives.
• Trackactionitemsandensuretasksarefollowedthroughandcompleted.
• Conductpreliminaryqualitychecksonreconciliations,coding,andworkpapers.
• Monitorscopeadherenceandflaganyout-of-scopework.
• Assistwithtrackingagedreceivablesandotherinternaloperationalmatters.
• Stepinandsupporthands-onwhenneededtokeepimportantdeadlinesontrack.
• Supporttheonboardingofnewteammembersintocompanytoolsandworkflows.

Must-HaveQualifications

• Backgroundinoperations,practicemanagement,adminVAorexecutivesupportwithinanaccountingfirm
• StrongunderstandingofAustralianbookkeepingfundamentals(GST,BAS,payroll,super,month-end)
• Hands-onexperiencewithClickUp(dashboards,workflows,templates)
• ExperiencewithXero,QuickBooksOnlineand/orMYOB
• Systems-orientedmindsetwithrespectforexistingframeworks
• Abilitytooperateindependentlywithoutclosesupervision

WhoThisRoleSuits

Thisroleisidealforsomeonewithintheaccountingindustrywhoenjoysoperations,structureandexecutionmorethanpurelytechnicalaccountingwork,andwantstoworkcloselywithaCEOinagrowingaccountingpractice.

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