Tax Admin & Client Services Specialist

Rezonate Recruitment; Sydney; On-site; AUD 75,000 - 80,000; Full time

Job summary

We are seeking a proactive Tax Administrator & Client Services professional to join a growing accounting firm in Sydney CBD. This is a varied role supporting team members across office administration, client communication, workflow coordination, ASIC and ATO matters, corporate compliance, billing and general practice operations.

The successful candidate will be someone who takes ownership, has excellent attention to detail and can manage multiple priorities and deadlines in a professional

Qualifications

• Essential experience in accounting or professional services.
• Strong administrative and organisational skills with attention to detail.
• Excellent communication and interpersonal skills with a professional manner.
• Strong client service skills and ability to build relationships.
• Excellent time management and ability to prioritise competing tasks.

Responsibilities

• Attend to general office administration, correspondence and day-to-day practice operations.
• Coordinate client work, workflow and scheduling to meet deadlines.
• Monitor client lodgement, payment and key compliance deadlines.
• Liaise with clients, the ATO, ASIC and other external parties.
• Access, review and update information through ATO/ASIC portals as required.
• Prepare, collate and distribute client documents, tax returns and reports.
• Draft emails to clients and third parties.
• Assist with onboarding/offboarding and entity registrations.
• Process lodgements including tax returns, BAS and IAS and maintain client records.
• Support Partners with administrative tasks and improve office processes.

Skills

Administrative skills

Communication

Client service

Time management

Ownership/initiative

Teamwork

Tools

Xero Practice Manager (XPM)

Xero

NowInfinity or CAS 360

Microsoft Office

FYI Docs

MYOB / GreatSoft

ATOmate

Job description

We are seeking a proactive Tax Administrator & Client Services professional to join a growing accounting firm in Sydney CBD. This is a varied role supporting team members across office administration, client communication, workflow coordination, ASIC and ATO matters, corporate compliance, billing and general practice operations.

The successful candidate will be someone who takes ownership, has excellent attention to detail and can manage multiple priorities and deadlines in a professional