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
Dashboards & analysis
Required skills
Client service, Customer service, Microsoft Excel, Office Administration, Calendar management, Document preparation, Conflict checks, Regulatory deadline monitoring
Preferred skills
Professional services experience, Strong organizational skills, Proactive approach, High proficiency with Microsoft Office
Technologies
Microsoft Office (Word, Excel, PowerPoint, Outlook)
Responsibilities
Prioritizing competing work and managing client expectations; General administrative assistance (phone, meetings, scanning, diary); Calendar management for partners and senior staff; Preparing and proofreading client correspondence and reports; Coordinating engagement letters, billing, and expense processing; Supporting new client onboarding (conflict checks, due diligence); Coordinating client events and internal functions; Managing incoming correspondence and enquiries; Monitoring regulatory lodgments and deadlines; Maintaining accurate filing systems
Seniority
Associate, entry-level IC