Client Team Assistant (Admin) | Private Business Tax
Core
Managing day-to-day administration for the Private Business Tax team, coordinating client communications, and supporting client engagement.
Role type
Associate (Administration)
Builds
Client engagement support and operational efficiency for the Private Business Tax team
Domain
Professional Services / Accounting / Tax
Deliverable
client delivery
Required skills
diary and calendar management, document preparation and proofreading, client onboarding support, regulatory lodgment coordination, filing system maintenance, Microsoft Office proficiency
Preferred skills
prioritizing competing work, proactive client-focused approach, building strong relationships
Responsibilities
Managing client communications and expectations, coordinating internal and external meetings across time zones, preparing client correspondence and reports, assisting with engagement letters and billing, supporting new client onboarding, monitoring tax regulatory deadlines, maintaining secure filing systems
Seniority
Associate, entry-level IC