03 Aug
|
Hays Office Support
|
Mawson Lakes
03 Aug
Hays Office Support
Mawson Lakes
This well-established accounting practice is seeking an experienced Client Services Administrator.
Your new company
This well-established and growing accounting practice based north of Adelaide is seeking an experienced Client Services Coordinator to become the central point of contact for the business. Supporting a team of accountants and advisers, you will play a critical role in keeping client administration, compliance processes and practice systems running efficiently.
This is an excellent opportunity for someone with prior experience in a public practice accounting environment who enjoys variety, problem-solving and taking ownership of administrative processes.
Your new role
Reporting directly to the Director, you will be responsible for managing a broad range of administration, client service, compliance and practice support activities, including:
- Managing ATO lodgement workflows, reminders, and return archiving
- Following up clients regarding outstanding signatures, payments, and compliance requirements
- Liaising with the ATO regarding notices of assessment, client updates, registrations, and account issues
- Managing and maintaining client records across Xero Practice Manager (XPM), SuiteFiles, BGL and other systems
- Processing client payments, receipting, and debt collection reminders
- Managing Xero subscriptions, invoicing, cancellations, and account maintenance
- Maintaining data accuracy across multiple databases and platforms
- Supporting Audit Shield administration, including client communications, reporting, and record maintenance
- Producing compliance and practice management reports, including ATO non-lodgement reporting
- Coordinating and distributing client newsletters through Mailchimp
- Assisting with client onboarding and documentation through Onboarded
- Developing, documenting, and improving internal procedures and administrative processes
- Troubleshooting operational issues and acting as the first point of contact for internal administrative queries
- Providing general office administration support and assisting with ad hoc projects as required
What you'll need to succeed
To be successful in this role, you will have:
- Previous experience within an accounting, tax, bookkeeping, or professional services firm
- Strong understanding of accounting practice administration and compliance processes
- Experience using Xero Practice Manager (XPM), Xero and SuiteFiles
- Exposure to ATO Online Services, ATO Portal and RAM
- Experience working with BGL and Mailchimp is highly regarded
- Strong client service and stakeholder management skills
- Exceptional organisational skills with the ability to manage competing priorities
- High attention to detail and commitment to data accuracy
- Strong written and verbal communication skills
What you'll get in return
- Permanent part-time opportunity within a supportive and qualified accounting practice
- Modern offices located north of Adelaide
- Supportive leadership team and collaborative culture
- Opportunity to contribute to process improvements and practice growth
- Competitive salary commensurate with experience
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
📌 Client Services Administrator (Mawson Lakes)
🏢 Hays Office Support
📍 Mawson Lakes