Client Services Officer
6 months ago
**Who is Lipins Partners?**
Lipins Partners is a well-established public practice accounting firm in Balwyn. Our services include taxation compliance, financial statement preparation, bookkeeping, corporate restructuring, ASIC corporate compliance and business advisory services. We are a progressive and technologically advanced firm with a strong client focus.
We offer our clients a broad range of professional services and strategies to push their business forward with purpose and clarity. We have a strong customer-oriented focus and going up and beyond for all clients. Lipins Partners is committed to providing excellent service to our clients and investing in our staff through mentoring, support, and additional training.
**The Role**:
As a Client Services Officer at Lipins Partners, you will play a key role in maintaining our client relationships and ensuring everything runs smoothly. Your responsibilities will include:
- Answering phones
- Setting up meeting rooms at the beginning of each day
- Client refreshments
- Filing
- Daily filing
- Organising files
- Retrieval of information
- Collating of Annual Compliance of Tax Returns & Financial Statements to send to clients
- Scanning (including preparing documents for scanning & checking scanning)
- Process ATO mail via ATOmate
- Preparing outgoing mail for posting
- Maintain Kitchen
- Stack dishwasher and empty if required
- Clean bench tops and tables
- Maintaining the Utilities Room and Storage Room
- Keeping tidy work space
- Storage compartments are neat and tidy and well stocked
- Restocking Photocopiers Daily with papers
- Maintaining photocopy stock levels of Toners, Waste Cartridges and paper
- Assist Practice Manager:
- Drafting of monthly invoices for clients as per control
- Provide support where necessary
- Group and Individual Preparation Checklist
- Title Searches
- Lodgement of tax returns and other documents
- Contacting the ATO as requested
- Updated client details
- Other duties as requested
**Requirements**:
- 2+ years experience working with an Accounting firm or professional office environment
- Excellent skills in Word, Excel, Outlook
- Experience in a customer service oriented environment.
- Exceptional attention to detail
- Excellent telephone manner and skills
- High standard / excellence in personal presentation
- Willingness to learn, show initiative and be a positive “team player”
- Positive attitude
- Highest standard of ethics, confidentiality, and professionalism
- Ability to multitask and prioritise in a fast-paced environment
**Salary will be based on experience**
**How to Apply**:
- **Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.**_
**Salary**: From $45,000.00 per year
**Benefits**:
- Professional development assistance
Schedule:
- Monday to Friday
Application Question(s):
- How many years' experience do you have as a client services officer?
- Which of the following accounting packages are you experienced with?
- What's your expected annual base salary?
Work Location: In person
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