Job Title: Client Services Administrator
We are seeking a dedicated administrator to manage our client services.
Key Responsibilities:
* Screen and manage director's calls, addressing client needs promptly.
* Schedule and coordinate client appointments.
* Prepare and organize materials for meetings.
* Handle general correspondence with professionalism and efficiency.
General & Client Services:
* Draft client engagement letters and set up new client jobs.
* Compile and maintain client tax packages, including financial statements and tax returns.
* Manage ATO portal and Xero database, including client updates and billing information.
* Process client lodgements, notices of assessment, and activity statements.
* Oversee end-of-month invoicing and mail distribution.
* Assist in scanning, filing, and maintaining client records.
* Provide administrative support to the team.
Corporate Services:
* Prepare annual ASIC company statements, letters, and invoices.
* Coordinate the setup of new companies and trusts, liaising with ASIC and legal partners.
* Handle ATO applications for TFN/ABN, GST, and PAYG registrations.
* Maintain corporate volumes and filing systems.
The ideal candidate will have proven experience in a public practice accounting firm, proficiency in MS Office Suite, and experience with Xero and ATO portal.
Strong written and verbal communication skills, exceptional organizational and time management abilities, high attention to detail and accuracy, ability to maintain confidentiality and handle sensitive information, and a proactive approach to problem-solving.