Client Services Coordinator
Core
Senior tax administrator providing practice administration, compliance, and client service support to an accounting firm in Melbourne.
Role type
Senior IC tax administrator / practice administrator
Builds
Tax returns, client documentation, compliance filings, and administrative workflows for accounting clients
Domain
Accounting and advisory
Required skills
ATO administration, ASIC compliance, client onboarding/offboarding, engagement letter preparation, taxation administration (IAS/BAS), practice management systems, billing coordination, stakeholder liaison, document management, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Preferred skills
Experience with Xero Practice Manager, FYI Docs, FuseDocs, FuseSign, CAS 360 / BGL, ATOmate, Xero
Responsibilities
Manage ATO administration including client correspondence and GIC remission requests; Support ASIC compliance including company registrations and annual reviews; Provide administrative support to Partners including diary management and document preparation; Manage client onboarding and offboarding; Prepare engagement letters, proposals, and reports; Assist with taxation administration including tax returns and lodgement deadlines; Maintain practice management systems and client databases; Coordinate billing and debtor follow-up; Liaise with clients, accountants, and regulators; Contribute to continuous improvement of administrative processes
Seniority
Senior, hands-on IC