Client Services Officer

Mazars’ SMSF team has an opportunity for a Client Services Officer like you.

We’re a globally integrated audit, tax and advisory firm with offices in more than 90 countries - and we’re always ready to recruit an experienced and motivated new Accountant like you to join our Australian team.

This could be just the right opportunity for you if you.
- Want the opportunity to provide support and contribute to the team and be recognised and rewarded for what you can do.
- Are keen to progress to increasing levels of seniority and receive the training and promotions you deserve.
- Believe that a great culture is built on the celebration of collective success.

Job description

Roles and Responsibilities
- Provide administrative support to team of accountants and advisers.
- Implementation of recommended advice strategies, including coordinating with advisers and clients regarding documentation required
- Database management, including set up of new clients and maintain client files.
- The updating, archiving and maintenance of accurate electronic data within various software platforms. An adherence to current procedures with a view towards continually offering constructive feedback.
- Preparation of electronic or physical collations in a timely, organised and efficient manner.
- Communication with the Australian Taxation Office (ATO) and other outside parties in relation to basic client matters
- Preparation of correspondence as required including business letters, invoices, reports, articles and proposals, in accordance with established templates.
- Ad-hoc administration tasks.

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Qualifications:

- Previous experience working in a similar role within a professional services environment (ideally financial planning)
- An understanding of the financial planning process
- Comfortable working as part of a collaborative team
- Excellent communication skills both written and verbal
- Strong attention to detail and accuracy of work
- Flexibility to perform different and varied tasks
- The ability to work under pressure and effectively manage time and prioritisation of tasks
- Proficient computer skills including Outlook and Microsoft Office suite - confident learning new systems and maintaining databases
- Strong problem-solving skills
- Excellent interpersonal skills, including the ability to consult with peers.

Why join us

You don’t join Mazars by coincidence, you choose Mazars: a global school of excellence where you will be challenged to develop and grow. Come and write the rest of (y)our story with us - you’ll make friends along the way too.
**Mazars, the smart choice.**

We believe that Mazarians should be rewarded for the work that they do and so we offer a range of financial and non-financial benefits to support and reward our people. At our Brisbane location you can expect the following:

- International and domestic mobility opportunities
- Inner city location
- Wellbeing program
- Flu vaccinations
- Learning and development programs
- Charity and community events
- Study assistance to support relevant CPD
- Social club activities and vibrant culture
- A diverse and inclusive team environment
- Flexible working
- Employee referral bonus
- Employee assistance program
- Paid parental leave
- Discounts on - banking & insurance - health insurance
- retail and entertainment
- health and well-being
- Casual dress code

At Mazars, we nurture an inclusive environment and encompass diversity in all forms. Successful applicants will receive consideration for employment irrespective of their background, experience, identity, age, gender or ability.