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Sophie Julian
Client Administration Team

"Being part of the team at Overells allows me to play to my strengths - organisation and efficiency.  I enjoy the company culture and am proud to be a part of the client-focused team.  I look forward to the opportunities to continue learning that are encouraged and the challenges that this ever-evolving job brings."

Sophie is a part of our front office team where her current responsibilities include:

  • Reception and general office administration
  • Office systems maintenance and advice
  • Fee preparation
  • Banking
  • Secretarial documentation for clients
  • Preparation of client documentation for income tax, accounts, superannuation and companies
  • Processing of assessments and lodgements
  • Activity statement processing
  • Pre-processing of superannuation work   
  • Liaison with ATO and Australian Securities & Investments Commission (ASIC)
  • Preparation of practice management documents
  • Training of cadets
  • PAYG instalment processing
  • In-house expert in Excel and BGL CAS

Qualifications and memberships

  • Bachelor of Arts (Hons) 2:1 – University of Leeds
  • Previously member of NSW Rural Fire Service

Personal achievements

  • Represented Australia at horse-riding at a festival in Inner Mongolia in 2011
  • Awarded Honourary Lifetime Membership of Leeds University Union in recognition of my efforts as President of Backstage Society and as an Events Technician

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