Client Operations Specialist

Job Description

Summary

We are currently seeking a Client-Facing Virtual Assistant who will play a key role in supporting one of our Australian advisory clients. This is a blended role — part administrator, part data analyst, part project coordinator — focused on helping the client get things organised, streamlined, and running more efficiently. This is an onsite role in our Surat office.

You’ll work directly with the client and their team to clean up existing systems, improve workflows, and make their operations more consistent and data-driven.

The ideal candidate will be tech-savvy, detail-oriented, and comfortable managing multiple priorities. You’ll act as a bridge between the client’s ideas and their implementation — helping turn big concepts into structured actions, ensuring nothing falls through the cracks.

Responsibilities

• Review, tidy, and optimise processes across Karbon, Ignition, Dext, and other connected tools.
• Update and maintain templates, work items, and client setups within these systems.
• Support integration projects (e.g., connecting Karbon to Google Drive or Vinyl).
• Implement updates when internal processes or legislation change.
• Translate the client’s ideas into actionable project steps and track progress through to completion.
• Maintain project documentation, follow up on outstanding tasks, and ensure smooth communication between the client and team.
• Assist in implementing and documenting new systems or workflows to enhance operational efficiency.
• Gather and analyse data to improve billing accuracy, client quoting, and internal efficiency.
• Prepare regular reports or summaries highlighting key trends, inconsistencies, or opportunities for improvement.
• Act as a key point of contact for the Australian client, ensuring responsiveness, accuracy, and clear communication.
• Provide administrative assistance, including updating templates, contracts, and records.
• Assist with process automation and onboarding improvements through Ignition and other platforms.

Requirements

Skills & Experience

Person specification

Behaviours

Benefits

Requirements

Skills & Experience 2-3 years of tax accounting experience, preferably with exposure to Australian clients or markets. Significant experience in preparing financial statements and tax returns Comprehensive knowledge on Division 7A, FBT & CGT matters Proficiency in accounting software (e.g., QuickBooks, Xero and MYOB). Strong understanding of Australian tax laws, accounting standards and compliance. Excellent verbal and written communication skills. Ability to work independently and meet tight deadlines. Willingness to work onsite in our Surat office. Person specification Ability to meet deadlines and cope with pressure. Able to demonstrate initiative, influence and problem-solving skills. Friendly and able to converse with people at any level. High sensitivity and awareness of working with people of many cultural backgrounds. Excellent problem-solving, critical thinking, deductive reasoning, inductive reasoning and analytical skills. Strong project management skills, particularly with respect to organisation, prioritisation, and time management. Ability to manage ambiguity, risk and changing direction of projects and strategies. Behaviour Proactive, independent and with a “can-do” attitude. Good communication skills. Team player (group skill).