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

- 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

- Recent client setup and engagement documentation
- Managing electronic signing and outstanding information
- Preparing routine client correspondence
- Communicating with clients regarding administrative matters

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📌 Senior Client Services / Practice Administrator (Brisbane City)
🏢 seek.com.au
📍 Brisbane City