Client Service Administrator | Remote | AU experience

JOB TITLE: Client Service Administrator
Location: Manila/Tarlac/Clark/Cebu
Shift: 7:00 AM – 4:00 PM, Monday to Friday
Arrangement: Remote, Full Time

Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.

About this role…
We are seeking a highly organised and detail-focused Client Service Administrator to support the smooth delivery of services in a fast-paced Australian accounting firm. This role involves managing client documentation, coordinating ASIC and ATO processes, supporting inbox and calendar management, and ensuring data accuracy across systems.

Key Skills and Experience
• 5+ years of experience in a similar role, must have experience in an Australian accounting firm
• Excellent written and verbal English communication skills
• Proven ability to work autonomously without supervision
• Critical thinking and ability to take initiative – sees what needs to be done and acts on it
• Strong workload management skills and ability to establish priorities, with high attention to detail and alignment to core values

Main Responsibilities
• Prepare high-quality, error-free collation of financial statements, tax returns, BAS, and other documents for electronic signing in an efficient and systematic manner
• Timely and accurate processing of ASIC annual reviews and company changes using CAS360
• Ensure all software systems are synchronized, eliminating data discrepancies
• Manage the director’s inbox – including filing emails, creating tasks/jobs, calendar management, and meeting setup
• Download documents from the ATO portal and save them to the accountant’s workpapers for BAS, tax return preparation, etc.

Additional Tasks ( training provided)
• Ensure ASIC and ATO forms are signed, lodged, and paid on time
• Onboard new clients – collect information, verify IDs, add to all relevant systems (ATO, ASIC, software tools)
• Offboard ex-clients – liaise with new advisors, remove data from systems and government portals
• Check client-submitted documents and follow up on any missing information
• Use Microsoft Word, Excel, PowerPoint, and Outlook
• Perform general administrative and ad hoc tasks as needed
• Contact ATO for various admin tasks, including payment plan applications
• Document procedures based on Loom videos
• Prepare and send client proposals
• Manage electronic filing
• Assist with systems management and maintenance

Systems Used
• Xero Practice Manager (XPM)
• Xero Blue
• FYI Docs
• CAS360
• Ignition
• Seamless
• FuseDocs
• FuseSign

Key Personality Traits
• Impeccable attention to detail – absolutely essential
• Ability to work independently and unsupervised
• Strong critical thinking and initiative
• Highly effective in managing workload and prioritising tasks
• Excellent analytical and problem-solving skills
• Ability to identify and improve workflow inefficiencies
• Organised, efficient, and multitasking capable
• Excellent written and verbal communication skills
• Strong team player with collaborative attitude
• Tech-savvy – capable of quickly learning and leading new software tools