Client Services Coordinator
Core
Provide administrative support to an accounting team, managing client services, practice administration, and front office operations.
Role type
Client Services Coordinator / Administrator
Builds
Client service delivery and practice administration workflows
Domain
Accounting and Professional Services
Deliverable
dashboards & analysis
Required skills
Document preparation, Record keeping, Payment processing, ATO correspondence, Taxation compliance support, ASIC compliance support, Client communication, Database management, Scheduling, Microsoft Office proficiency
Preferred skills
Xero, FYI Docs, Fusedocs, Fusign, ATOmate, XPM
Responsibilities
Manage client services and practice administration tasks, Handle ATO correspondence and assist with lodgements, Support IAS/BAS lodgements and taxation compliance, Support ASIC compliance requirements, Coordinate client communications and front office operations, Maintain and update client databases and compliance documentation
Seniority
Mid-level, experienced IC