• Join a growing, referral-driven firm with strong systems, structured team support and genuine investment in process improvement
• Collaborative, professional culture with regular social events, run club and monthly town halls
• North Sydney location with 4 days in-office and 1 day WFH

Our client is a well-established and growing holistic financial services firm with offices in Sydney and Melbourne. Their North Sydney office comprises 27 staff across Accounting, Wealth, Lending and SMSF, with a strong referral pipeline driving continued growth.

Due to increasing demand and an internal team restructure, they are seeking an experienced Client Support Assistant to join their Tax & Accounting team in North Sydney. This is a key role focused on strengthening client experience, improving workflow efficiency and supporting advisers within a POD-based team structure.

About the Role
This is not a traditional administration position. You will play a central role in the operational delivery of tax services, ensuring clients are smoothly onboarded, compliance obligations are met on time and ATO communications are handled efficiently and professionally.

You will work closely with Directors, Senior Advisers and Accountants, supporting a client base that includes medical professionals and other service-based businesses with complex structures and holistic financial needs.

Key Responsibilities

• Coordinate end-to-end client onboarding, including engagement letters and compliance documentation
• Set up and maintain accurate client data across CRM and practice management systems
• Proactively manage the Tax Agent Lodgement Program
• Support workflow coordination within the tax team
• Manage daily ATO correspondence and distribute notices and assessments
• Liaise directly with the ATO regarding ABNs, TFNs, lodgement deferrals and payment plans
• Set up and monitor direct debit arrangements
• Prepare tax packs for lodgement
• Communicate with clients to gather information and provide updates
• Contribute to ongoing process improvement initiatives

About You
We are looking for someone with solid experience in Australian tax administration who enjoys being the operational backbone of a professional services team.

You will bring:

• Experience in a tax agent practice or accounting firm
• Strong attention to detail and time management skills
• Confidence dealing directly with the ATO
• Excellent written and verbal communication skills
• Proficiency in Xero Practice Manager
• Experience with FYI Docs, Salesforce or Fee Synergy will be highly regarded.

What's on Offer

• Join a growing, referral-driven firm investing in better team structures and processes
• Be part of a professional, collaborative and people-focused culture
• Bi-monthly social events, run club, monthly town halls and regular team activities
• Supportive environment focused on long-term client and staff relationships
• North Sydney office location
• 4 days in the office and 1 day working from home (typically fixed)
• Work-from-home arrangements generally commence after probation
• Flexibility considered on an individual basis

If you are an experienced administrator seeking a stable, growing firm where your contribution directly impacts client experience and team efficiency, we would love to hear from you. Please contact Steve Merritt on 0404 426 749 for further information and a confidential discussion.