Client Services Administrator

Tax On Chain Pty; City of Brisbane; On-site; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Clear development path

Flexible working after probation

Cloud-based systems

CBD office facilities

Young, ambitious team

Job summary

Tax On Chain Pty is seeking an organised SMSF administrator to join our fast-growing boutique accounting team in Brisbane CBD. You'll handle SMSF setup, compliance paperwork, and client communications, with exposure to the wider accounting team.

This hands-on role offers a clear path to more responsibility as the team expands, with flexible working arrangements after probation, fully cloud-based systems, and a modern CBD office. We serve crypto clients alongside traditional assets.

Qualifications

• Previous administration experience in accounting, SMSF or financial services.
• Excellent attention to detail and accuracy in handling confidential financial information.
• Clear, friendly written and verbal communication.

Responsibilities

• Prepare and issue SMSF establishment documents and chase signed paperwork.
• Coordinate fund setups end to end, including registrations and bank account openings.
• Collate and track documents for annual fund accounting and independent audit.
• Liaise with clients, referral partners, service providers and auditors by phone and email, responding quickly and professionally.
• Maintain client records and our practice management systems.
• Support compliance processes, including document tracking and ASIC annual reviews.
• Assist with non-SMSF client administration and general client-service tasks.
• Support the wider team with day-to-day office administration.

Skills

Attention to detail

Communication (written and verbal)

Proactive attitude

Team player

Tools

BGL Simple Fund 360

Class

FYI Docs

FuseDocs

NowInfinity

Xero

Job description

Tax On Chain is one of Australia's fastest-growing boutique accounting firms, and our self-managed super fund (SMSF) team is growing fastest of all. We look after funds for Australians who want real control over their retirement, many of whom hold crypto alongside traditional assets.

We're a young, cloud-based team in the CBD. Every fund we establish is looked after by an onshore Chartered Accountant, and our admin team is onshore too. That's the standard we hold ourselves to: fast, accurate, white glove service without the corporate stiffness.

The role

Reporting to the Head of Client Operations, you'll play a key role in keeping our SMSF administration running smoothly, from fund establishments and compliance paperwork through to client follow-up and document management. While SMSF administration will be a core focus of the role, you'll also support the wider accounting team with non-SMSF client administration and general client-service tasks as needed.

It’s a hands‑on role with plenty of variety and a clear opportunity to take on more responsibility as the team and business continue to grow.

What you'll do

Prepare and issue SMSF establishment documents, and chase signed paperwork so setups don't stall

Coordinate fund setups end to end, including ATO registrations, ASIC corporate trustee lodgements and bank account openings

Collate and track documents for annual fund accounting and independent audit

Liaise with clients, referral partners, service providers and auditors by phone and email, responding quickly and professionally

Maintain client records and our practice management systems

Support compliance processes, including document tracking and ASIC annual reviews

Assist with non-SMSF client administration, onboarding, document collection and general client-service support as required.

Support the wider team with day-to-day office administration, including incoming calls, office presentation and supplies.

You'll ideally bring

Previous administration experience in accounting, SMSF or financial services

Exceptional attention to detail. SMSF administration leaves little room for error, and you take pride in getting things right the first time

Clear, friendly written and verbal communication

Confidence with software, and ideally experience with BGL Simple Fund 360, Class, FYI Docs, FuseDocs, NowInfinity, Xero

Integrity and discretion with confidential financial information

Experience with crypto isn’t required, but an interest in learning about the industry would be helpful.

Who you are

We care about attitude and fit as much as experience. You'll do well here if you:

Enjoy working at pace, take pride in getting the details right and like seeing things through from start to finish

Are naturally proactive. If paperwork hasn't come back, an application is stalled or a client needs an update, you'll follow it up rather than waiting to be asked

Are a team player who values collaboration and is happy to jump in and help where needed

Are looking to learn, take on more responsibility and build a career rather than simply clock in and out

This probably isn't the role for you if you're looking for a fully remote position, highly rigid processes that rarely change, or a job where you're given a checklist of exactly what to do every hour.

• A clear development path within a growing practice.
• Work directly with experienced SMSF accountants and directors rather than being buried inside a large corporate structure.
• Flexible working arrangements available following probation
• Fully cloud-based systems and paperless workflows
• Modern CBD office with resort‑style end‑of‑trip facilities
• Young, ambitious team at the forefront of a rising industry