Overview

Our client is a well‑established boutique accounting firm that has been around for 7+ years, offering business advisory and tax solutions to individuals, high net wealth family groups and ASX listed companies. The three Directors have worked closely together for 10 years and have branched out from a large mid‑tier. They believe health and family should always come first and the supportive culture encourages employees to thrive at work.

The firm’s offices are located in Leederville, close to the train station, with underground parking and a modern, open‑plan environment.

Opportunity

An opportunity has arisen for a Client Services Administrator to join the firm on a full‑time basis. Working closely with the accounting team, you will be responsible for:

- Broad range of administrative services
- Scheduling jobs/work within XERO
- Managing the workflow of a team of accountants to ensure a steady stream of work completed as scheduled
- Preparation and distribution of letters of engagement and proposals to clients
- Liaising with clients to gather information and documents necessary for the accountants to carry out their work
- Attending to and liaising with clients and accountants on queries relating to their work
- Maintaining client information in XERO
- Setting up work papers
- Scheduling and booking internal and external meetings
- Managing teamwork in progress
- Raising invoices to clients
- Attending to ATO mail
- Processing of ASIC Annual Returns
- Facilitating ATO payment arrangements




- Managing ELDs and lodgement of tax returns / managing the team’s tax lodgement program
- Lodging of client tax returns
- Preparation of Group Structure Charts
- Assisting in the processing of corporate secretarial work including new company registrations, deed amendments, ASIC changes, etc.
- Collating client year‑end documents
- General office administration such as scanning, filing, archiving, etc.

Requirements

- Minimum of 3 years’ experience in a Client Services Administrator role within a Tax/Accounting Practice
- Demonstrated 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 setting and manage large volumes of work
- Possess a positive attitude and pleasant demeanour
- Process-driven
- 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

- Generous remuneration package ($75,000 - $100,000 + super)
- Underground parking
- Flexible working hours - flexible start and finish times, work from home if needed
- Study leaves and assistance; regular internal and external training sessions
- Friendly, supportive, and approachable team
- Work in stunning offices in the heart of Leederville
- Non-financial incentives for recognition

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📌 Client Services Administrator (City of Vincent)
🏢 Advanced Search Group
📍 City of Vincent