Client Services Administrator

people2people; Frankston; On-site; AUD 55,000 - 75,000; Full time

Job summary

people2people in Victoria is seeking a Client Services Administrator to provide comprehensive admin and operational support to Partners and the accounting team. You will facilitate taxation compliance processing, maintain client records, and liaise with the ATO to support accurate client services.

In this role you’ll handle client enquiries, prepare documentation with Xero invoicing, and contribute to timely delivery of client services in a fast-paced firm.

Qualifications

• Experience in taxation administration and liaising with the ATO.
• Proficient in Xero for invoicing and document management.
• Accurate and detail-oriented in a fast-paced environment.

Responsibilities

• Collate and distribute financial statements and income tax returns.
• Process signed and returned taxation and compliance documentation.
• Respond to general client enquiries via telephone and email.
• Liaise directly with the ATO regarding client matters and assist with tax registrations.
• Ensure all client records are accurate and secure.
• Prepare ad hoc reports and information requests for Partners.

Skills

Tax administration

ATO liaison

Xero invoicing

Client communications

Attention to detail

Administrative support

Tools

Xero

Job description

Facilitate accurate processing of taxation compliance and client communications.

Liaise with the ATO and managing client records.

Join a dedicated team in a role that enhances your admin expertise

About the organisation

The organisation is an accounting and financial services firm, providing a range of services to clients.

About the role

The Client Services Administrator provides comprehensive administrative and operational support to the Partners and the accounting team. The role is responsible for facilitating the efficient processing of taxation compliance work, maintaining accurate client records, liaising with the Australian Taxation Office (ATO), managing client communications, and supporting the delivery of high-quality client services.

Key responsibilities

• Collate and distribute financial statements and income tax returns.
• Process signed and returned taxation and compliance documentation.
• Respond to general client enquiries via telephone and email.
• Liaise directly with the ATO regarding client matters and assist with tax registrations.
• Ensure all client records are accurate and secure.
• Prepare ad hoc reports and information requests for Partners.

Skills & experience

• Proven experience in taxation administration and compliance, including liaising with the ATO and managing client communications.
• Strong capability in using Xero for invoicing and financial documentation management.
• Demonstrated ability to maintain high levels of accuracy and attention to detail in a fast-paced environment.

Should you require reasonable adjustments throughout the recruitment process, we encourage you to make a request by phoning the above-mentioned recruitment consultant to discuss. In response to these requests, we will collaborate closely with you to implement the appropriate adjustments.

As an inclusive workforce, we welcome everyone and encourage our employees, clients, and candidates to showcase their authentic selves.