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About the role
Key responsibilities & impact- Provide frontline support by handling client calls, updating account information, and verifying identities.
- Communicate with clients regarding their tax return status, required documents, and service updates.
- Manage email and voicemail queues, ensuring proper task reallocation and follow-up.
- Perform manual identity verification and ensure compliance with document handling protocols.
- Submit non-lodgement advice (NLA) through OSFA and track tax refund statuses.
- Liaise with the ATO for inquiries and assist in managing client ITA debts and ABNs.
- Support the accounting team by applying discounts, converting tax returns, and maintaining accurate records of daily activities.
Requirements
What you’ll need- Strong written and verbal communication skills
- High attention to detail and ability to follow procedures
- Solid time management and task prioritisation abilities
- Proficiency in administrative and client-facing roles
- Ability to work independently and within a team
- Competence with Microsoft Office
Benefits
Comp & perks- Remote work
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
identity verificationdocument handling protocolsnon-lodgement advice (NLA)tax refund trackingaccount managementdiscount applicationtax return conversionrecord maintenance
Soft Skills
written communicationverbal communicationattention to detailtask prioritizationtime managementindependenceteamwork
