Job Description
This is a remote position.
Job Title: Operations and Accounting Assistant
Location: Remote
Employment Type: Part-time (approx. 20 hours/week), with potential to scale
Work Hours: 10AM-2PM (New South Wales Time)
Reports to: CEO
About the Role
We are currently hiring for one our client based in Australia, we’re looking for a highly organised, systems-driven Virtual Assistant (Operations & Accounting) to work directly with the CEO of the company and coordinate the operational engine of their accounting practice.
This role sits firmly within the accounting domain. You must understand Australian bookkeeping and management accounting fundamentals. However, this is not a standalone client accountant role.
Your focus will be:
Operational execution
Workflow coordination
System management
Capacity oversight
This is an independent contributor role for someone who thrives in structured environments, respects systems, and knows how to improve efficiency without disrupting operational stability.
Key Responsibilities
Operational Coordination (Accounting Practice)
Coordinate daily workflow across bookkeeping, payroll, reconciliations and reporting
Ensure all work is structured, assigned and tracked in ClickUp
Monitor team capacity against client service agreements
Proactively identify and resolve bottlenecks
Maintain organised documentation within Google Workspace
Systems & Process Management
Uphold and protect existing SOPs for Australian bookkeeping and management accounting
Maintain and optimise ClickUp dashboards, workflows and templates
Ensure full task visibility, traceability and accountability
Support workflow automation where appropriate
Champion consistent system usage across the team
Executive Support to CEO
Assist the CEO with operational planning and prioritisation
Prepare clear operational summaries and workload insights
Support implementation of internal initiatives
Track action items and ensure follow-through
Quality & Commercial Oversight
Conduct preliminary quality checks on reconciliations, coding and workpapers
Monitor scope adherence and flag out-of-scope work
Assist with oversight of aged receivables and internal tracking
Step in hands-on when required to keep deadlines on track
Internal Administration
Maintain clean and structured digital filing systems
Oversee licences, subscriptions and system access
Support onboarding of new staff into tools and workflows
Ensure confidentiality and protection of client IP
Essential Requirements
Experience in an accounting, bookkeeping or management accounting environment
Background in operations, practice management, admin VA or executive support within an accounting firm
Strong understanding of Australian bookkeeping fundamentals (GST, BAS, payroll, super, month-end)
Hands-on experience with ClickUp (dashboards, workflows, templates)
High proficiency in Google Workspace
Experience with Xero, QuickBooks Online and/or MYOB
Strong organisational and time management skills
Systems-oriented mindset with respect for existing frameworks
Ability to operate independently without close supervision
Openness to leveraging automation and AI tools where beneficial
Who This Role Suits
This role is ideal for someone within the accounting industry who enjoys operations, structure and execution more than purely technical accounting work, and wants to work closely with a CEO in a growing accounting practice.
If you enjoy building clarity, protecting systems, and ensuring operational discipline inside an accounting environment, this will feel like home.
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