Client Services Administrator

People2People Uk Sf; Melbourne; On-site; AUD 55,000 - 75,000; Full time

Job summary

People2People is seeking a Client Services Administrator in Melbourne to provide comprehensive administrative and operational support to Partners and the accounting team. The role ensures efficient processing of taxation compliance work, maintenance of client records, and effective communication with clients and the ATO to deliver high-quality services.

The successful candidate will manage client inquiries, liaise with the ATO on client matters, and assist with tax registrations, while

Qualifications

• 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 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

Attention to detail

Communication

Taxation administration

ATO liaison

Tools

Xero

Job description

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.

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

If you require reasonable adjustments during the recruitment process, we encourage you to make a request. In response to these requests, we will collaborate closely with you to implement the appropriate adjustments.