Client Services Administrator

Our client is a well-established boutique accounting firm that has been around for more than 20 years. They are a progressive, diversified financial services firm.  Their vision is to empower their clients to make informed decisions to achieve excellent results and to ultimately live their dreams.   100% of their business comes from referrals and recommendations, they don't need to advertise and just continue to gain clients due to their success.  They have a very stable, varied and friendly client base that ranges from high net wealth clients, mining services, building and construction, medical, professional services and property development.  The clients have been around for a long time, so they have a very good working relationship, which makes work more enjoyable and rewarding.   The business aspires to continuous improvement to deliver best practice accounting, bookkeeping, business advisory, virtual CFO. SMSF and wealth creation solutions to clients.

Their Offices in South Perth are bright, modern, spacious, and open planned and are located close to the stunning Swan River – so if you fancy a stroll during your lunch break or if you wish to have a scenic commute to work then make the most of the scenery.  They have a friendly and approachable team in South Perth, interstate and multiple offshore locations and offer free parking.

THE OPPORTUNITY

• Manage incoming calls, emails, and client correspondence
• Handle client onboarding, engagement letters, and data entry
• Maintain electronic filing systems and ensure data confidentiality
• Liaise with clients to gather documentation and answer queries
• Prepare and manage jobs in our practice management system (XPM & FYI)
• Process ASIC annual company statements / changes to company details using CAS360
• Review client invoices in Xero for accuracy and send to clients for payment
• Process client disbursements in line with firm procedures
• Manage the processing of firm-related expense invoices via Hubdoc
• Manage our lodgement program and liaise with the ATO as required
• Coordinate with IT and software support teams
• Support office operations, supplies, and procedures
• Create and publish firm's social media posts and blogs

THE SUCCESSFUL APPLICANT WILL NEED

• Minimum of 2 years' experience in a Client Services Administrator role within a Tax Accounting Practice
• Efficient with XPM and Xero Tax, Fusesign, FYI and all Microsoft Office software
• Demonstrate knowledge in all aspects of the role.
• Excellent verbal and written communication skills
• Experience in dealing with the ATO.
• Ability to work effectively and collaboratively in a team
• Ability to work in a fast-paced environment and manage large volumes of work
• Possess a positive attitude and pleasant demeanour.
• Hard-working and committed to the role and the organisation.
• Desire to provide quality client service and support.
• Meticulous and high attention to detail
• High level of integrity and regard for confidentiality
• Professional presentation

BENEFITS

• A generous remuneration package ($75,000 - $90,000 + super)
• Free parking in South Perth
• Flexible working hours - Flexible start and finish times, never miss a school assembly
• Career development
• Friendly, supportive, fun and approachable team
• Well establish and lovely client base that have been around for years.
• Work in stunning modern offices next to the Swan River

HOW TO APPLY

If you have the relevant skills and qualifications and would like to apply, please click 'Apply' to submit your application (our preferred resume format is MS Word).

If you would like to know more about the role or would like to discuss similar positions, please contact Hannah on or e-mail   We take your privacy seriously and your application is highly confidential and will not be discussed with anyone without your permission.