
Client Services Administrator
4 weeks ago
Client Services Administrator - Accounting Firm — Perth, WA
• Full-Time
• Salary DOE
• Public Practice Experience Required
Director Support
- Screen and manage Director's calls; address client needs promptly.
- Schedule and coordinate client and personal appointments.
- Prepare and organize materials for meetings.
- Handle general correspondence with professionalism and efficiency.
- Draft client engagement letters and set up new client jobs.
- Compile and maintain client tax packages, including financial statements and tax returns.
- Manage ATO portal and Xero database, including client updates and billing information.
- Process client lodgements, notices of assessment, and activity statements.
- Oversee end-of-month invoicing and mail distribution.
- Assist in scanning, filing, and maintaining client records.
- Provide general administrative support to all team members.
- Prepare annual ASIC company statements, letters, and invoices.
- Coordinate the setup of new companies and trusts, liaising with ASIC and legal partners.
- Handle ATO applications for TFN/ABN, GST, and PAYG registrations.
- Maintain corporate volumes and filing systems.
- Proven experience in a public practice accounting firm is essential (at least 1 year).
- Proficiency in MS Office Suite; experience with Xero and ATO portal.
- Strong written and verbal communication skills.
- Exceptional organizational and time management abilities.
- High attention to detail and accuracy.
- Ability to maintain confidentiality and handle sensitive information.
- Team-oriented with a proactive approach to problem-solving.
To apply or learn more about this role, please send your CV to or reach out directly for a confidential chat
Job Details- Seniority level: Not Applicable
- Employment type: Full-time
- Job function: Administrative
- Industries: Staffing and Recruiting
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