Client Services Administrator
Core
Full-time Client Services / Team Administrator supporting a chartered accounting firm with client onboarding, compliance, billing, and tax return lodgement.
Role type
Client Services Administrator
Builds
Client company registers, ASIC submissions, tax returns, billing/invoicing packs
Domain
Accounting / Professional Services
Deliverable
client delivery
Required skills
Client onboarding, ASIC compliance, billing and invoicing, tax return lodgement, Microsoft Excel, Microsoft Word, DocuSign management, Xero Practice Manager, BGL CAS 360, ASIC Portal, ATO Portal, Virtual Cabinet
Responsibilities
Prepare and review client communications, onboard new clients and maintain records, handle client inquiries, manage company registers and ASIC submissions, lodge Income Tax Returns, oversee billing and invoicing, send DocuSign packs, follow up on client queries, answer phone calls, support partners and junior staff