Act as the first point of contact for our clients via email and phone.
Talking to clients directly via telephone about their tax debt in a polite and professional manner at all times.
Enter and maintain client data in the CRM, ensuring all required documentation is collected, kept accurate, up to date, and compliant.
Schedule client meetings via phone or Zoom.
Provide general administrative support to senior team members.
Prepare and manage client engagement documents, including engagement letters, assist with terms and conditions, and onboarding paperwork.
Liaise with clients to collect financial information and supporting documentation.
Maintain a high standard of professionalism and response times.
Preparing written applications in respect to payment arrangement proposals and remissions of interest and penalties.
Analysing client circumstances to align them with the ATO’s law administration practice statement criteria.
Monitor case progress and follow up outstanding information, deadlines, and compliance requirements.
Handle sensitive and confidential information with discretion and professionalism.

Minimum of 2-3 years’ experience as an Administrative Officer in a tax, accounting, or financial services environment, managing client communication, CRM systems, and compliance-related documentation.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, OneDrive).
Experience using CRM or document management systems such as HubSpot is highly regarded.
Strong English written and verbal communication skills.
Possess numeracy skills.
High level of attention to detail and accuracy when handling financial and legal documentation.
Reliable, self-motivated, punctual and organised under pressure.
Ability to manage tasks and priorities effectively, anticipates needs and takes initiative.
Reliable internet connection and professional set up.

Administrative Officer – Finance, Legal Documentation

Key skills