
Client Services Administrator
3 days ago
Overview
Client Services Administrator - Accounting Firm
— Perth, WA
• Full-Time
• Salary DOE
• Public Practice Experience Required
Responsibilities
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.
General & Client Services
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.
Corporate Services
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.
The Ideal Candidate
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.
How to Apply
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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