Client Services Officer

2 weeks ago


Perth, Australia Advanced Search Group Full time

Work for one of the fastest growing accounting firms in WA
- A progressive and forward-thinking firm who invest a lot in their staff
- Work with a great bunch of people in a positive environment

THE COMPANY

Our client is one of the fastest growing accounting firms in WA, established over 7 years ago by three passionate and energetic accounting professionals, it has grown to 30 staff and four Directors. They now service over 500 clients and provide services ranging from business restructuring, financial modelling and business advisory to tax, compliance, and superannuation planning services. This enables them to offer a wide range of services and a holistic and personalised approach to their clients’ financial needs.

They have a vision to deliver high-level advisory services, usually reserved for large corporate businesses in a cost-effective and efficient manner. In 2018 they were awarded the fastest growing Starter in 2018 by the Australian Financial Review and their continued success has meant that their client base continues to grow through referrals and recommendations.

Their offices are located in the heart of stunning West Perth, with a short stroll to Kings Park and some great cafés and restaurants close by. Due to growth they will soon be moving into brand new, bright, spacious and modern offices around the corner. The team in West Perth are friendly, fun and supportive and their staff turnover is low, with several members of staff being there since the beginning. They believe that pulling together as a team is key to success and a happy working environment. They are also a family friendly and flexible firm, offering part-time and flexible hours and the opportunity to work from home.

THE OPPORTUNITY

As a Client Services Officer your main duties and responsibilities include:

- Preparation and execution of terms of engagement, fee estimates and trust authorities
- Preparation of annual checklist with accountants for advisory and compliance work
- Liaising with clients to gather any outstanding documents.
- Collation of information required for self-managed superannuation fund compliance work
- Provide an update to clients, jobs and other information within the practice management software
- Collate, PDF and upload year-end end information.
- Provide requested information to Financial Institutions such as company extracts, copies of trust deeds, financial and tax returns.
- Respond to ATO correspondence
- Assistance with weekly invoicing
- Corporate secretarial duties such as incorporating new companies and trust via PantherCorp, ABN, TFN, GST, PAYG registrations.
- Collating and corresponding with clients for Annual Company Statements.
- Processing client invoices to accompany Annual Company Statement.
- ASIC Debt Reminders and follow up procedure.

THE SUCCESSFUL APPLICANT WILL NEED:

- A minimum of 2 years’ experience in a similar client facing role
- Ideally experience working in an accounting firm or professional services
- Excellent ability to build rapport and maintain client relationships
- High level of written and verbal communication essential
- Good team player that is capable of working with teams at all levels within the firm
- Highest standards of ethics, confidentiality, and professionalism

**BENEFITS**:

- A generous remuneration package of $60k - $75k + super (depending on experience)
- Training and development and support with further study
- Plenty of of scope to progress and grow
- Work in brand new modern offices in West Peth
- Flexible start and finish times and work from home when required

HOW TO APPLY

If you have the relevant skills and qualifications and would like to apply, please click



  • Perth, Australia HAYS Full time

    Client Services Officer A Client Services Officer job paying $76k + super pro rata for a Catholic organisation. **Your new company** My client is currently seeking a Client Services Officer to join their team on a part-time basis, covering an 8-month period based at their office in the Perth CBD. This is a perfect opportunity for someone who has...


  • Perth, Australia marvinHR Full time

    **ABOUT THE COMPANY** Operating as a part of the Catholic Archdiocese of Perth, the Catholic Development Fund (CDF) was established in 1974 to enable church organisations to make the most of their financial resources and help fund growth. Today the CDF extends loans to fund new facilities or refurbish existing buildings for education, worship, and other...


  • Perth, Australia marvin Consulting Full time

    **ABOUT THE COMPANY** Operating as a part of the Catholic Archdiocese of Perth, the Catholic Development Fund (CDF) was established in 1974 to enable church organisations to make the most of their financial resources and help fund growth. Today the CDF extends loans to fund new facilities or refurbish existing buildings for education, worship, and other...

  • Client Service Officer

    22 hours ago


    Perth, Australia TenacityCX Full time

    Multiple temp positions - September 4th start date - Perth CBD Location - Global Financial Services company - Supportive team culture **Job description** Tenacity CX are Australia's leading supplier of recruitment solutions to the Customer Experience and Contact Centre Industry. We are proud partners of a Global Financial Administration company, who are...

  • Office Coordinator

    4 days ago


    Perth, Western Australia beBeeTeamAdministrator Full time $80,000 - $110,000

    Role OverviewThis role offers the opportunity to be part of a dynamic team that is passionate about creating meaningful, sustainable cities and communities.You will work closely with the Office Services Manager to deliver exceptional client-centric service to all stakeholders.The successful candidate will be responsible for elevating the office environment...


  • Perth, Australia URBIS Full time

    **Who we are**: Urbis is people focussed, and we want the best for our team, our clients, and our communities. We are a community of passionate problem solvers, sought out by our clients for our fresh thinking and approach to their city-shaping projects. You will make a tangible difference and positive impact, while gaining incredible industry experience and...


  • Perth, Australia Amana Living Full time

    **Job no**: 497133 **Work type**: Full time **Location**: Perth CBD, Inner & Western Suburbs **Categories**: Professional Role **About Us**: Are you ready to be part of something bigger? At **Amana Living Training Institute (ALTI)**, we’re not just a Registered Training Organisation—we’re a driving force for change in the human services sector. We...


  • Perth, Australia animal dermatology clinic Full time

    Animal Dermatology Clinic Perth is expanding and we are looking to build an amazing client services team. We provide outstanding veterinary care for dogs, cats and horses with skin and ear disease. Our new hospitals are both located on a major transit corridors with access via freeway, train, bus and bike. Our clients come from all over Perth and the...


  • Perth, Western Australia Buscojobs Full time

    Join to apply for the Client Service Officer - Albany role at Audika Australia .Get AI-powered advice on this job and more exclusive features.Who is Audika?Audika is part of Demant, a world-leading hearing healthcare group that offers solutions and services to help people with hearing loss. The group employs more than 22,000 staff worldwide in over 30...


  • Perth, Australia Amana Living Full time

    **Job no**: 496838 **Work type**: Part time **Location**: Perth CBD, Inner & Western Suburbs **Categories**: Professional Role **_Why Choose Amana Living?_** Amana Living is one of the largest Aged Care providers in Western Australia and has been responding to the needs of older people and those who care for them since 1962. We offer a broad range of...