Strategic Client Service Professional

23 hours ago

Perth, Western Australia beBeeCommunicator Full time $60,000 - $80,000
Job Description

The Client Support Coordinator is responsible for delivering exceptional client service, ensuring seamless communication and timely responses to clients' needs.

Key Responsibilities:
  • Manage Director's calls, responding promptly to client inquiries.
  • Schedule appointments and coordinate meetings with clients and stakeholders.
  • Prepare meeting materials and handle general correspondence with professionalism.
Client Services and Support:
  • Draft client engagement letters and set up new client files.
  • Compile and maintain client tax packages, including financial statements and tax returns.
  • Manage ATO portal and Xero database, updating client information and billing details.
  • Process client lodgements, notices of assessment, and activity statements.
  • Oversee end-of-month invoicing and mail distribution.
  • Assist in scanning, filing, and maintaining client records.
Corporate Operations:
  • Prepare annual ASIC company statements, letters, and invoices.
  • Coordinate the setup of new companies and trusts, liaising with regulatory bodies and legal partners.
  • Handle ATO applications for TFN/ABN, GST, and PAYG registrations.
  • Maintain corporate volumes and filing systems.
Ideal Candidate Profile:
  • Proven experience in a public practice accounting firm (at least 1 year).
  • Proficiency in MS Office Suite, with experience in Xero and ATO portal.
  • Strong written and verbal communication skills.
  • Exceptional organizational and time management abilities.
  • High attention to detail and accuracy.
  • Ability to maintain confidentiality and handle sensitive information.
  • Team-oriented with a proactive approach to problem-solving.

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