Client services administrator

About us

We are a boutique accountancy firm with offices in Melbourne, Sydney and Perth providing taxation and advisory services to the arts and entertainment industry throughout Australia and overseas.

Due to the growth of the practice, an opportunity exists in our Sydney office for a client services administrator to join our organisation on a full-time basis.

The role

Supporting a growing taxation team, you will be responsible for ensuring key tax administration processes are completed efficiently.

The role is varied, encompassing client correspondence, document collation, database maintenance, and general administrative support.

This opportunity will suit someone with previous administration experience within an accounting practice or professional services environment who enjoys working in a busy office.

This is a full-time, office-based position in a contemporary, well-lit and spacious office located in Surry Hills, Sydney, a 5 minute walk from Central Station.

Key responsibilities

• Meeting and greeting clients

• Answering and screening telephone calls

• Calendar management

• Filing, photocopying and scanning

• Assisting with client onboarding and maintaining accurate client records

• Preparing and issuing tax engagement letters to clients for signing

• Sending tax returns and financial statements and following up where required

• Issuing correspondence to clients

• Maintaining and updating Excel trackers, monitoring outstanding documentation and actions

• Updating client administration records and databases

• Monitoring a shared email inbox and responding to client enquiries via email

• Providing general administrative support

To be successful in the role you will have

• Previous administration experience within accounting, professional services or a similar environment

• Strong attention to detail and ability to manage a high volume of documentation

• Familiarity with accounting software (Xero, QuickBooks, MYOB)

• Professional written communication skills and experience managing email correspondence

• Organised, reliable and able to work independently

What we offer

• Opportunity for training and development in taxation services

• Permanent opportunity

• Inner city location

• Opportunity for interstate travel

• Friendly and tight knit team

Commencement date negotiable.

For enquires, please contact Marianne Carollo on [1300 278 829](tel:1300 278 829) or [email protected]