Client Services Assistant

One of WA's most reputable accounting firms - 5* reviews
- A firm who encourages you to travel, enjoy life and take leave
- Stunning East Perth offices - by the Swan River

THE COMPANY

Our client is one of Western Australia’s more reputable accounting firms with 5* ratings from more than 80 businesses in Perth. They have been around for more than 15 years and were one of the very first WA Accountants to move to the cloud and they have continued to be paperless for years. They were also one of the very first Accountants in WA to move to Xero online accounting software and continue to be Xero experts, with their clients enjoying the streamlined benefits, which add real value to their business.

They are committed to building close, lasting, and mutually beneficial relationships with their clients and they work closely with them to identify opportunities that may exist to improve their overall financial well-being and minimise the amount of tax payable. This is key to their reputation and success.

Their offices are located in the heart of stunning East Perth, right by the Swan River and Claisebrook Cove, with a short stroll to The Royal and some great cafés and restaurants close by. The Partner set the business up more than 15 years after starting his career with Big4 and having worked for a very large mid-tier firm, he realised that the big corporate world was not for him, and he preferred the flexibility that a smaller boutique is able to offer. The business has grown to more than 10 employees and their continued success has meant that their client base continues to grow through referrals and recommendations. Their client base is local and well established and taking good care of their clients is a priority.

Their team in East Perth are well established, friendly, professional and approachable, with several members of staff being around for more than 10 years, some even from the start. They believe that pulling together and supporting one another as a team is key to success. They also understand that family and health should always be a priority, so their understanding and flexible culture make it a great place to work and allow their employees to gain a healthy work/life balance.

THE OPPORTUNITY INCLUDES THE FOLLOWING:

- Broad range of administrative services
- Scheduling jobs/work within XERO
- 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 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
- Proficient in Xero, Excel and Word
- Ability to work effectively and collaboratively in a team
- 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

**BENEFITS**
- A generous remuneration package ($70k - $85k + super)
- Stunning Swan River location in East Perth - cycle to work or jump on the free cat bus
- Friendly, warm, and approachable team who support one another
- Training and development with the opportunity to progress
- Flexible hours if required - prioritise your health and your family

**HOW TO APPLY**

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