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

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📌 Senior Client Services / Practice Administrator (Brisbane City)
🏢 Important Company of the Sector
📍 Brisbane City