Client Services Administrator
Core
Provides comprehensive administrative and operational support to Partners and the accounting team, facilitating taxation compliance work and managing client communications.
Role type
Client Services Administrator
Builds
Efficient processing of taxation compliance work and accurate client records
Domain
Accounting and financial services
Required skills
Taxation administration and compliance, Xero proficiency, client communication, data accuracy
Responsibilities
Collate and distribute financial statements and income tax returns, Process signed taxation and compliance documentation, Respond to general client enquiries via telephone and email, Liaise directly with the ATO regarding client matters, Ensure all client records are accurate and secure, Prepare ad hoc reports and information requests for Partners