Client Administrator & PA to the Managing Partner (Joondalup)

Client Administrator & PA to the Managing Partner (Joondalup)

21 Oct
|
Select Staffing
|
Joondalup

21 Oct

Select Staffing

Joondalup

Our client is a rapidly growing 20 staff and multi partner accounting practice located in the northern suburbs of Perth, due to growth the senior Partner would like to add to his team with the addition of a P.A/Administrator on a full-time basis.

About the role

You will work in a diverse role: client administration work with the admin team and work directly with the Managing Partner on growing the company. You will be at the centre of a fast-growing accounting practice, balancing client service excellence with operational efficiency and company growth.

Key responsibilities

- Own the client experience. Be the first point of contact for clients, from first call through onboarding and follow-ups.

- Keep the Managing Partner on track. Keep the Partner focused on the practice goals for the year, while running the diary, meetings and sales leads.

- Turn meetings into action. Take minutes live, delegate actions from your notes, and manage each task through to completion.

- Build better systems. Work with the Partner to develop the systems that make the practice more efficient.

- Run the engine room. Work with the Workflow Partner to manage their client list, workflow, client admin, job budgets and lodgement deadlines, client and statutory enquiries, and weekly workflow meetings.





- Keep the data sharp. Keep client records accurate across FYI, XPM, CAS 360 and ATO Mate, and handle ASIC and ATO liaison (Training provided).

- Manage client records across FYI, XPM, CAS 360 and ATO Mate, keeping information accurate and up to date.

- Handle corporate filings, ASIC liaison, and incoming and outgoing ATO correspondence, with Partner review where needed.

- Create jobs and budgets under Partner direction, and update workflow as job status changes.

- Assist with account preparation, collate workpaper documents, follow up outstanding client information, and prepare finalised jobs for issue.

About you

- Highly organised, laptop-confident and at live note-taking.

- Confident delegating and following tasks through to done.

- Polished with clients and calm under deadlines.

- Accounting practice experience is a robust advantage but not essential

- Australian citizen or long-term visa holder with no work restrictions

About us

Our client's company was built by former Big 4 advisors to help businesses grow, not just lodge on time. Most accounting firms lead with compliance. our clients lead with advice. And growing fast!

📌 Client Administrator & PA to the Managing Partner (Joondalup)
🏢 Select Staffing
📍 Joondalup

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