Client Services Assistant - Tax & Accounting


Founded over 35 years ago, our well establish firm strives to empower our clients to establish control of their life goals from first career steps through to enjoying their retirement. Working alongside medical professionals at different stages of their careers, we are with them on their journey by providing expert advice on accounting, taxation, financial planning and business advisory services. 


This newly created role as a result of further growth, is primarily responsible for supporting and working with the Client Services Manager in providing a broad range of administration support to the Tax and Accounting team. In addition, you will also be supporting the administration team as and when required.   


  • Managing client appointments using Calendly appointment software 
  • Onboarding / Offboarding & updating client data
  • Capturing client information using Salesforce software (can be taught)
  • Preparation, distribution and follow up of client engagement letters 
  • Regular client data management within Xero 
  • Regular reconciliation of new client data between Salesforce & Xero
  • Liasing with the internal accounts department and other colleagues
  • Preparation of tax packs for lodgement 
  • PAYG Income Tax Instalments, Business Activity Statements, Notices of Assessments 
  • Invoicing Clients 
  • Liaising with ATO daily, follow up with information from Accountants and our clients
  • Xero Green Workflow Max (experience with E-sign) 
  • Xero Blue (Tax) 
  • MS Office Suite - MS Teams, Outlook, Word, Excel, PPT
  • Previous administration experience in an accounting firm
  • General office support including reception back up, greeting clients, file/data management


  • Significant experience within a similar role 
  • Ability to communicate well with clients, high attention to detail
  • Ability to manage and prioritise tasks to ensure support to accountants and clients


  • Desire to provide quality support and client service
  • Professional presentation and behaviour at all times
  • Process driven
  • Ability to quickly learn, adapt and manage effectively
  • Positive attitude and ability to work well in a team environment
  • Committed to the role and the desire to achieve

Applicants must be Australian Citizens or Permanent Residents

Note: Only shortlisted candidates will be contacted.


26/04/2021 $0 CBD & Inner Suburbs 1 Administration & Office Support
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