About Us

We are looking for a Client Services Administrator with experience in an Accounting & Public Practice office to join our rapidly growing firm located in the heart of Leederville.

Oakstone Advisory are an integrated, passionate team of trusted advisors providing a full range of quality tax, accounting and business services to a broad domestic and international client base. We are a progressive and motivated firm that take pride in our technical knowledge and ability to provide practical outcomes for all of our clients.

The Role

As a Client Services Administrator at Oakstone Advisory, you will be joining our brilliant Administration and Operations Team and play a pivotal role in maintaining client relationships. Your main responsibilities will include:

General & Client Services

Screen Director’s calls and attend to client needs where possible

Booking of client and personal appointments

Professional and prompt completion of general correspondence

To be 100% service orientated to Director and his clients

Preparation of client engagement letters

Preparation & setup of new jobs for clients’ annual compliance

Collation of client tax packages including financial statements & taxation returns

ATO portal and Xero database maintenance including new clients, lost clients, referrals database, change of address & billing

ATO phone calls to provide information or amend details

Distribute & process outgoing mail

Organisation of couriers as required

End of month invoicing process

Processing client lodgements, notice of assessments and activity statements

Scanning & electronic filing of client information & correspondence

Professional and prompt completion of general correspondence and word processing

Welcoming clients to our office, offering refreshments, boardroom setup & presentation

Assist other staff with the office intercom & answering phones, directing calls & taking messages

Corporate

Preparation of annual ASIC Company Statements, letters, and invoices

Set up of New Companies, liaise with ASIC

Set up of New Trusts, liaise with Lawyer

ATO applications for TFN / ABN, GST & PAYG Registrations

Preparation of ASIC Forms

Maintenance of Corporate Volumes including electronic/paper filing

Our ideal candidate will have the following attributes

Previous experience as a CSA or Personal Assistant in the accounting industry

High attention to detail and the ability to prioritise tasks with strong time management skills

Reliable, hands-on and energetic about your role

Highly proficient in MS Office programs (Word, Excel & Outlook)

Experience using accounting systems (Xero Practice Manager & Xero Tax)

Social and outgoing nature who has a team player values

Benefits of working at Oakstone Advisory

New offices located in the heart of Leederville

Our firm is inspired by diversity. We embrace different ideas, welcome creativity, and are open to new ways of seeing business problems. You will discover a welcoming team who supports your career progression

We take pride in our highly team-orientated practice and remain focused on the health and well-being of our valued staff

Regular social events (beyond Financial Year-end and Christmas celebrations) including Friday Drinks and Quarterly Team Events to praise all our ongoing hard work

Competitive salary according to experience and will recognise all hard work with annual pay reviews and bonuses

Shortlisting for this position will commence immediately, with a view to commence in the role as soon as possible. Please note that only shortlisted candidates will be contacted.

To submit your application please click Apply Now or send directly to [email protected]. Your application should include your CV and a cover letter detailing why you are suitable for this position.