Client Service Administrator

A firm that employs staff who are friendly and great with people.
- Work for a down to earth bunch of people who care.
- Flexible and family friendly - it's no wonder no one leaves.

THE COMPANY

Our client was established more than 30 years ago and has grown organically through referrals and recommendations and by simply taking care of their clients. They have a reputation for delivering sound advice and outstanding service.

Building their proven track record as business accountants in Perth they became early adopters of digital advances in tax, compliance, and cloud-based bookkeeping. They saw opportunities to pass these efficiencies onto their clients and offer exciting new accounting and business advisory services to help them achieve their financial goals.

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. 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 they have regular team building exercises that allow them to have fun and work together as a team. They are also a very family friendly and flexible firm, offering part-time and flexible hours and the opportunity to work from home.

THE OPPORTUNITY

As a Client Service Assistant, your primary role is to provide a high level of administrative support to the compliance team and to complete a multitude of tasks that enable the business to function effectively. You will be working as part of the Administration team, providing assistance and support to all employees of the firm, and other Admin roles. Other duties include:

- Managing the workflow of a team of accountants to ensure they have a steady stream of work that is complete as scheduled
- Preparation and distribution of letters of engagement and proposals to clients
- Liaising with clients to gather information and documents necessary to enable the accountants to carry out their work.
- Attending to and liaising with clients and accountants on queries relating to their work
- Maintaining client information in XERO.
- Setting up work papers
- Scheduling and booking internal and external meetings.
- Managing teamwork in progress
- Raising of invoices to clients
- Attending to ATO mail
- Processing of ASIC Annual Returns
- Facilitating ATO payment arrangements
- Managing ELD's and lodgement of tax returns / management of the team's tax lodgement program
- Lodging of client tax returns
- Preparation of Group Structure Charts
- Assist in the processing of corporate secretarial work including new company registrations, deed amendments, ASIC changes, etc.
- Collating client year end documents
- General office administration such as scanning, filing, archiving, etc.

THE SUCCESSFUL APPLICANT WILL NEED:

- Minimum of 2 years’ experience in a Client Services Administrator role within a Tax Accounting Practice
- Demonstrate knowledge in all aspects of the role.
- Excellent verbal and written communication skills
- Experience in dealing with the ATO.
- Ability to work effectively and collaboratively in a team
- Ability to work in a fast-paced environment and manage large volumes of work
- Possess a positive attitude and pleasant demeanour.
- Process driven.
- Hard-working and committed to the role and the organisation.
- Desire to provide quality client service and support.
- Meticulous and high attention to detail
- High level of integrity and regard for confidentiality
- Professional presentation

**BENEFITS**:
A generous remuneration package of $65k - $80k + super (depending on experience)

Flexible working hours - flexible start and finish times, work from home if you wish.

They invest a lot in their training and development, offering regular internal and external training sessions.

Great culture with a very low staff turnover.

Work in stunning modern offices in the heart of West Perth.

Regular social and team building activities that make it a fun place to work.

Friday drinks, team building activities and charity events and sports clubs.

HOW TO APPLY