Client Services Administrator

Canning Tax and Advisory; Toowoomba Regional; Sur place; AUD 65 000 - 80 000; Plein temps

Résumé du poste

Canning Tax & Advisory, an expanding accounting and business advisory firm based in Toowoomba, seeks a Client Services Administrator. You’ll own onboarding, AML checks and process improvements while supporting bookkeeping, payroll and client reporting.

The role offers flexibility between part-time or full-time hours, with a 12-month fixed term and potential extension depending on business needs. Collaborative team environment and cloud-based tools are used.

Qualifications

• Minimum 2 years’ experience in a public practice accounting role.
• A self starter who takes initiative and follows tasks through to completion.
• Confident identifying better ways of doing things and putting them into practice.
• Professional presentation and strong communication skills.
• Proficiency in Microsoft 365, Xero and the ATO and ASIC online services.
• Experience with FYI, MYOB, Reckon or QuickBooks is beneficial but not essential.
• Quick learner with a proactive, can do attitude.

Responsabilités

• Take ownership of new client onboarding, including engagement letters, identity verification and AML checks.
• Review, improve and document our administrative processes so the team can follow them consistently.
• Coordinate ATO and ASIC lodgements and correspondence.
• Assist with annual compliance lodgements for clients.
• Provide bookkeeping, data entry and payroll support.
• Generate reports and prepare client report packs.
• Support directors and the broader team with administrative tasks.
• Manage our practice management database and electronic filing.
• Liaise with clients by phone, email and cloud based services, including reception duties.

Connaissances

Self-starter

Initiative

Professional communication

Microsoft 365 proficiency

Xero proficiency

Outils

Microsoft 365

Xero

FYI

MYOB

Reckon

QuickBooks

Description du poste

Canning Tax and Advisory – East Toowoomba QLD

Canning Tax & Advisory is a growing accounting and business advisory firm based in Toowoomba. We support clients across Australia and internationally in a wide range of industries and professions.

We are looking for a motivated and experienced Client Services Administrator to join our team. This role is ideal for someone who takes ownership, works independently and is committed to delivering a high level of professional service to clients and stakeholders. You will have the opportunity to make the role your own, improving and streamlining how we work and how we engage with clients through cloud based tools.

This is a 12 month fixed term position covering a period of leave, with the possibility of an extension or an ongoing role depending on business needs. Part time or full time hours will be considered for the right candidate, with flexible working arrangements available.

About You

• Minimum 2 years’ experience in a public practice accounting role
• A self starter who takes initiative and follows tasks through to completion
• Confident identifying better ways of doing things and putting them into practice
• Professional presentation and strong communication skills
• Proficiency in Microsoft 365, Xero and the ATO and ASIC online services
• Experience with FYI, MYOB, Reckon or QuickBooks is beneficial but not essential
• Quick learner with a proactive, can do attitude

Key Responsibilities

• Take ownership of new client onboarding, including engagement letters, identity verification and AML checks
• Review, improve and document our administrative processes so the team can follow them consistently
• Coordinate ATO and ASIC lodgements and correspondence
• Assist with annual compliance lodgements for clients
• Provide bookkeeping, data entry and payroll support
• Generate reports and prepare client report packs
• Support directors and the broader team with administrative tasks
• Manage our practice management database and electronic filing
• Liaise with clients by phone, email and cloud based services, including reception duties

Why Join Us?

A role where your ideas are welcomed and acted on

Supportive team and great office environment

Flexible working arrangements for work life balance

The opportunity to shape how a growing firm operates

The potential to move into an ongoing role