Senior Client Services / Practice Administrator
We are seeking an experienced Client Services / Practice Administrator to join our team.
Previous experience in an Australian accounting or taxation practice is essential
.
This is not simply a data-entry or administrative role. We are looking for someone who can progressively take ownership of processes, identify what needs attention, follow up outstanding matters and see tasks through to completion.
About you
You will have practical experience with:
FYI document management and workflows
ATO Online services for agents and tax agent administration
ASIC and company administration
Client onboarding and electronic document signing
Maintaining client records and databases
Preparing professional client correspondence
Microsoft Outlook, Word and Excel
Experience with AML/CTF and KYC client onboarding procedures will be highly regarded.
You will be:
Highly organised and detail-focused
Comfortable following procedures and managing deadlines
Able to identify outstanding matters without waiting for instructions
Confident communicating directly with clients




Professional and able to maintain strict confidentiality
Comfortable working independently and as part of a small team
Able to progressively take ownership of processes from beginning to end
Key responsibilities
The role will cover a broad range of practice administration, including:
Managing XPM jobs, workflow and WIP administration
Monitoring outstanding tasks and following up staff and clients
Maintaining client records, structures and practice information
ATO, ASIC & compliance
Assisting with ATO correspondence, tax return and activity statement administration
ASIC annual reviews, company changes and corporate records
Assisting with AML/CTF, KYC and client onboarding requirements
Client services
Current client setup and engagement documentation
Managing electronic signing and outstanding information
Preparing routine client correspondence
Communicating with clients regarding administrative matters
Monday - Friday | 8am - 4pm
#J-*****-Ljbffr

📌 Senior Client Services / Practice Administrator (Brisbane)
🏢 Leading
📍 Brisbane