This is a fast-paced, varied role where your organisational superpowers and people skills will shine. As a Client Support Administrator (CSA), you'll be the driving force in the team – managing workflow, supporting clients and ensuring smooth, timely delivery of our services.
You'll support our accounting team and work directly with clients, ensuring communication is seamless, jobs are tracked and delivered on time and every detail is handled with care.
About Lincolns
We're not your average accountants. At Lincolns, our purpose is to do what's best for our people – our team, our clients and our community.
We live by four core pillars: connect, inspire, share and grow and our values of Respect and Excellence are the foundation of everything we do.
From accounting and tax to business advisory, audit, super and bookkeeping – we deliver trusted solutions while fostering a team culture that's warm, welcoming and refreshingly human. Family comes first here and we celebrate life outside of work as much as we do inside it.
Check out our Facebook and Instagram to see us in action
What you'll do
Your key responsibilities will be:
Manage tax job workflows from start to finish – scheduling and allocating work, following up with clients where needed and tracking progress, coordinate post review meetings
Send tailored client checklists and follow up
Follow up outstanding information and documentation from clients to ensure deadlines are met
Serve as the primary point of contact for clients to ensure a high level of service
Manage the Partner's calendar for client meetings and internal check-ins
Prepare agendas and supporting documents for tax and planning meetings
Monitor ATO correspondence and escape items as needed
Draft client bills and assist with monthly WIP reporting
Compile and lodge tax returns and superannuation documents
Lodge tax returns and manage the lodgement program for a dedicated client base
What we're looking for
Previous administration/client support experience, ideally in accounting or professional services
Outstanding organisational and time management skills – you love ticking things off the to do list
Clear, confident communication – both written and spoken
Tech-saviness with a willingness to learn new technology systems
A can-do, client focussed attitude and a natural drive to provide excellent service
Work in a close-knit, genuinely supportive team
Personalised training and development opportunities
A workplace culture built on collaboration, fun and respect
Ready to step up your administrative career? Hit apply now. We'd love to hear from you
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