Senior Client Services / Practice Administrator

seek.com.au; City of Brisbane; Vor Ort; AUD 90.000 - 115.000; Vollzeit

Zusammenfassung

seek.com.au is seeking an experienced Client Services / Practice Administrator to join our Brisbane team. The role requires prior experience in an Australian accounting or taxation practice and offers an opportunity to take ownership of core processes from start to finish.

You will manage document workflows, client onboarding, and compliance tasks, support staff and clients, and maintain precise records using XPM, AML/CTF and KYC processes. Strong organisation and confidentiality are essential.

Qualifikationen

• Experience in Australian accounting or taxation practice is essential.
• Strong organisational and communication skills are required.
• Ability to take ownership of end-to-end processes and see tasks through to completion.
• Proficiency with MS Office and document management tools is expected.

Aufgaben

• Managing XPM jobs, workflow and WIP administration.
• Monitoring outstanding tasks and following up staff and clients.
• Maintaining client records, structures and practice information.

Kenntnisse

Organised

Detail-oriented

Deadline management

Client communication

Confidentiality

Independent worker

Process ownership

Team player

Tools

Outlook

Word

Excel

XPM

ATO Online

Jobbeschreibung

Senior Client Services / Practice Administrator

We are seeking an experienced Client Services / Practice Administrator to join our team. Previous experience in an Australian accounting or taxation practice is essential.

This is not simply a data-entry or administrative role. We are looking for someone who can progressively take ownership of processes, identify what needs attention, follow up outstanding matters and see tasks through to completion.

About you

• FYI document management and workflows
• ATO Online services for agents and tax agent administration
• ASIC and company administration
• Client onboarding and electronic document signing
• Maintaining client records and databases
• Preparing professional client correspondence
• Microsoft Outlook, Word and Excel
• Experience with AML/CTF and KYC client onboarding procedures will be highly regarded.

You will be:

• Highly organised and detail-focused
• Comfortable following procedures and managing deadlines
• Able to identify outstanding matters without waiting for instructions
• Confident communicating directly with clients
• Professional and able to maintain strict confidentiality
• Comfortable working independently and as part of a small team
• Able to progressively take ownership of processes from beginning to end

Key responsibilities

The role will cover a broad range of practice administration, including:

• Managing XPM jobs, workflow and WIP administration
• Monitoring outstanding tasks and following up staff and clients
• Maintaining client records, structures and practice information

ATO, ASIC & compliance

• Assisting with ATO correspondence, tax return and activity statement administration
• ASIC annual reviews, company changes and corporate records
• Assisting with AML/CTF, KYC and client onboarding requirements

Client services

• New client setup and engagement documentation
• Managing electronic signing and outstanding information
• Preparing routine client correspondence
• Communicating with clients regarding administrative matters