Client Services Administrator | Accounting Practice

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  • Client Services Administrator | Accounting Practice

Client Services Administrator | Accounting Practice

Permanent / Full TimeLocation: Perth Posted on February 02, 2024

Client Services Administrator

An exciting opportunity for a Client Services Administrator candidate with a proven skillset within an Taxation, accounting or professional services firm.   You will be working as a Client Services Administrator supporting multiple Directors with their client engagements. 

This is a full-time, permanent role that will suit a candidate with one to two years of experience. 

Key Responsibilities:

  • Coordinate monthly billing with Directors and professional staff;
  • Assistance with editing, formatting and finalising proposals, engagement letters and advice documents;
  • Process on-boarding of new clients including ethical clearance from previous accountant;
  • Coordinate tax return lodgement program including internal reporting and lodgement of tax returns to the ATO;
  • Preparation & setup of new jobs for clients’ annual compliance;
  • Collation of client tax packages including financial statements & taxation returns;
  • Liaise with clients for the return of signed documents;
  • Other various ad hoc matters relating to the general running of the day to day requirements of the Practice, including receptionist duties;

Skills and Expertise

Having a background or past experience, a minimum one year in a similar role in the accounting/financial sector is required.

  • Positivity, can-do attitude
  • Excellent communication skills, both verbally & written
  • A good understanding and experience dealing with numbers
  • An ability to work independently but equally as well as part of the Administration Team
  • Proficiency in Microsoft Office and other software skills
  • Exhibit outstanding communication and interpersonal skills, with the ability to forge relationships at all levels, internally and externally.
  • Maintain a high level of strict confidentiality

How to Apply

Please send your CV and COVER LETTER in WORD format via the APPLY NOW link. For a confidential discussion please call Dawn Forsey, from the Scotford Fennessy Recruitment Corporate and Administration Support Team on 08 9220 4630

I am interested to speak to ANY Accounting Experienced Administrators from one year to senior Administrator level who are seeking work in an Accountancy firm, so if you maybe seeking a tweak to hours, salary, level of seniority etc, I encourage you to still apply and we can have a personalised chat on your current employment situation.  I have permanent and contract positions available.


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