Client Services Administration Officer

ABC Taxation & Business Solutions; Soldiers Point; Vor Ort; AUD 60.000 - 80.000; Vollzeit

Benefits dieser Stelle

Supportive team environment

Ongoing training and development

Engaging role across accounting andTax

Career progression opportunities

Permanent full-time position

Zusammenfassung

ABC Taxation & Business Solutions, a Port Stephens accounting firm, seeks an organised Client Services Administration Officer for a full-time, permanent role. You will be the first contact for clients, support accountants with administration, and manage office workflows to ensure compliance and timely delivery of services.

We value initiative, reliability and strong communication. Training will be provided, with opportunities to develop into senior administration or PA responsibilities within

Qualifikationen

• Previous experience in administration or professional services.
• Strong organisational and prioritisation skills.
• Proficiency with Microsoft 365 and core office software.
• Ability to learn new accounting software and workflows.
• Comfortable dealing with clients and government bodies.

Aufgaben

• Greet clients and visitors as the first point of contact.
• Manage phone, email and reception inbox.
• Organise daily office workflow and priorities.
• Schedule appointments and coordinate staff calendars.
• Process client payments and maintain records.
• Assist with taxation and accounting documentation data entry.
• Coordinate tax returns, BAS and compliance workflows.
• Maintain document management systems and record keeping.
• Support principals and senior staff as required.

Kenntnisse

Organised

Proactive

Client service

Attention to detail

Time management

Communication

Tools

Xero

MYOB

FYI

Xero Practice Manager

Jobbeschreibung

ABC Taxation & Business Solutions - Soldiers Point NSW

ABC Taxation & Business Solutions is a trusted accounting firm based in Port Stephens, providing accounting, taxation, business advisory, bookkeeping and business support services to a diverse range of individuals and businesses.

We pride ourselves on building long term client relationships and delivering exceptional service, practical advice and tailored solutions to support the success of our clients and their businesses.

About the Role

We are seeking an organised, proactive and client focused Client Services Administration Officer to join our team on a full-time permanent basis.

As the first point of contact for our clients, you will play an important role in delivering exceptional client service while supporting our accountants with administration, workflow management, taxation and compliance processes.

This is much more than a traditional reception role. You will take ownership of key administrative functions and the day to day organisation of the office, helping to ensure client matters, workflows and compliance requirements continue to progress efficiently.

We are looking for someone who can think ahead, identify what needs to be done, prioritise their workload and follow matters through to completion. Once trained and familiar with our systems and procedures, you will be expected to manage your core responsibilities independently, use initiative and sound judgement, and recognise when a matter genuinely requires assistance or escalation.

For the right candidate, there is genuine opportunity to grow with the role and take on more complex responsibilities. Depending on your strengths and interests, this could develop into a Personal Assistant or Senior Administration role supporting our Senior Accountants.

This is an office-based position in Port Stephens, reflecting the collaborative and hands on nature of the role, with a flexible start available for the successful applicant.

Key Responsibilities

• Greeting clients and visitors and providing a professional and welcoming first point of contact.
• Managing incoming phone calls, emails and client enquiries, including monitoring and managing the firm's reception inbox.
• Taking ownership of the day to day organisation of the office, identifying administrative priorities and ensuring routine matters are actioned and followed through.
• Scheduling appointments and coordinating staff calendars.
• Processing client payments and maintaining accurate records.
• Assisting accountants with the preparation and processing of taxation and accounting documentation, including data entry, numerical information, client correspondence and information requests.
• Obtaining outstanding information and documentation from clients and reviewing information received for completeness before progressing work to the accounting team.
• Coordinating tax return, BAS and other compliance workflows, including monitoring due dates, following up clients, electronic signing and lodgement requirements.
• Processing and monitoring electronic lodgements and statutory compliance deadlines.
• Maintaining digital workflow and document management systems and ensuring administrative tasks are progressed and completed within required timeframes.
• Building and maintaining positive client relationships and responding professionally and efficiently to client enquiries.
• Liaising with the ATO and other government and regulatory bodies as required.
• Managing electronic and physical documents, including filing, scanning, archiving and general record keeping.
• Maintaining, reviewing and improving office processes and procedures to support efficiency, consistency and the client experience.
• Assisting with company events, meetings and staff initiatives.
• Assisting with website and social media updates.
• Providing additional administrative support to the Principal, senior staff and clients as required.

About You

• The successful candidate will be professional, motivated, highly organised and naturally resourceful, with a genuine commitment to providing exceptional client service.
• The ideal person will enjoy taking responsibility for their work and keeping an office organised and running efficiently. They will be comfortable working within established procedures while also having the confidence to use initiative and sound judgement.
• They will enjoy helping people, have a strong eye for detail and be comfortable working with numbers, data and detailed documentation in a busy professional environment.
• To be successful in this role, you will require:
• Excellent organisational skills and the ability to maintain an organised and efficient office environment.
• A strong sense of ownership and accountability for your responsibilities and allocated tasks.
• The initiative to identify and attend to routine matters without needing ongoing direction.
• Strong problem solving skills and resourcefulness, including the ability to use available systems, procedures and information to resolve routine issues independently.
• The ability to prioritise your own workload, manage competing demands and follow matters through to completion.
• Sound judgement to recognise when a matter can be handled independently and when assistance or escalation is appropriate.
• Strong attention to detail and a high level of accuracy.
• Strong computer skills and proficiency with Microsoft 365, together with the ability to quickly learn and confidently use multiple business and accounting software applications.
• Strong written and verbal communication skills, including the ability to listen, learn, follow established procedures and take guidance when required.
• Excellent interpersonal and client service skills, with the confidence to communicate professionally with clients, suppliers and government agencies.
• Reliability, confidentiality, professionalism and punctuality.
• Strong time management skills and the ability to work effectively to deadlines.
• Confidence working with numbers, data and detailed documentation.
• The ability to work effectively both independently and as part of a team.
• Previous experience in administration, customer service, office support or a professional services environment will be highly regarded.

Experience with any of the following would be advantageous, but is not essential:

• Xero, MYOB, FYI, Xero Practice Manager (XPM), or similar business software.
• Practice management, workflow or document management systems.
• Accounting, taxation, legal or another professional services environment.
• Cloud based software and digital workflows.

Training will be provided for the right person who demonstrates the aptitude, initiative and willingness to learn.

What We Offer

• A supportive and friendly team environment.
• Ongoing training and development.
• A varied and engaging role with exposure to all aspects of a professional accounting practice.
• The opportunity to take genuine ownership of your role and contribute to the efficient operation of the practice.
• Genuine opportunities to take on greater responsibility as your skills and experience develop.
• Potential career progression into Senior Administration/Personal Assistant responsibilities or bookkeeping/accounting support, depending on your strengths and interests.
• A stable, full time permanent position within an established professional practice.
• The opportunity to build a long term career with our firm.

Applications close 5:00pm Friday, 11th December 2026; however, applications may be reviewed and interviews conducted prior to the closing date, and the position may be filled earlier.

Please note: Only Australian Citizens or Permanent Residents with the relevant skills, qualifications and/or experience will be considered.