About Us

We’re currently seeking two Client Services Administrators to join our rapidly growing firm, located in the heart of Leederville. We have one full-time position and one part-time position of 22.5–30 hours per week, with hours negotiable for the right candidate.

Oakstone Advisory are an integrated, passionate team of trusted advisors providing a full range of quality tax, accounting and business services to a broad domestic and international client base. We are a progressive and motivated firm that take pride in our technical knowledge and ability to provide practical outcomes for all our clients.

The Role

As a Client Services Administrator at Oakstone Advisory, you will be an integral part of our Administration and Operations Team, helping to keep work production moving efficiently across your team, maintain solid client relationships, and coordinate all client-related matters.

This role would suit someone who is outgoing, enthusiastic, self-motivated, and able to adapt to various work situations.

Your main responsibilities will include:

General & Client Services

- Preparation of client engagement letters

- Xero: preparation & setup of new jobs

- FuseDocs: collation of client tax packages including financial statements & taxation returns

- ATOmate: distribute & process outgoing mail

- End of month invoicing process

- Debtors’ management

- FYI docs, ATO portal and Xero database maintenance including new clients, lost clients, referrals database, change of address & billing

- Workflow management for the team

- ATO phone calls to provide information or amend details

- Processing client lodgements, notice of assessments and activity statements

- Scanning & electronic filing of client information & correspondence

- Welcoming clients to our office, offering refreshments, boardroom setup & presentation

- Assist other staff with the office intercom & answering phones, directing calls & taking messages

- Provide general admin assistant to all team members

- Kitchen duties, meeting room setup and pack down,



greeting clients from managed client base

- Organisation of couriers as required

Corporate Secretarial Services Support

- NowInfinity: Preparation of annual ASIC Company Statements, letters, and invoices

- Set up of New Companies, liaise with ASIC & Panthercorp

- Set up of New Trusts, liaise with Lawyer

- ATO applications for TFN / ABN, GST & PAYG Registrations

- Preparation of ASIC Forms

- Maintenance of Corporate Volumes including electronic/paper filing

Our ideal candidate will have the following attributes

- Reliable team player, hands-on and energetic about your role

- Experience in an administration role, within an Accounting & Public Practice office is critical

- Strong written, communication, organisational skills and attention to detail

- Excellent MS Office suite experience particularly Outlook, Word & Excel

- Outgoing & confident individual who wants to join in on the fun and positive culture

- Ability to show initiative

- High attention to detail and the ability to prioritise tasks

Benefits of working at Oakstone Advisory

- New offices located in the heart of Leederville

- Our firm is inspired by diversity. We embrace different ideas, welcome creativity, and are open to new ways of seeing business problems. You will discover a welcoming team who supports your career progression

- We take pride in our highly team-orientated practice and remain focused on the health and well-being of our valued staff

- Regular social events (beyond Financial Year-end and Christmas celebrations) including Friday Drinks and Quarterly Team Events to praise all our ongoing hard work

- Social Club

- Competitive salary according to experience and will recognise hard work with annual pay reviews and bonuses

Shortlisting for this position will commence immediately, with a view to commence in the role as soon as possible. Please note that only shortlisted candidates will be contacted.

To submit your application please click Apply Now or send directly to ••••@oakstone.com.au. Your application should include your CV and a cover letter detailing why you are suitable for this position.

📌 Client Services Administrator (Leederville)
🏢 Oakstone Advisory
📍 Leederville