Client Services
4 hours ago
An opportunity exists for a bright, enthusiastic and reliable person to join our client services team at our dynamic accounting and advisory firm based in our offices in Preston, Melbourne.
We are a modern style practice that embraces the latest technologies in a fresh and open-plan environment while constantly seeking to provide our clients with amazing outcomes.
Tasks:
• Serve as a primary liaison between clients and the accounting team, ensuring smooth communication and exceptional service.
• Manage client onboarding and engagements.
• Incorporate new entities for clients, handling ABN and TFN applications.
• Corporate secretarial tasks including ASIC filing and preparation of ASIC forms to maintain correct Company records.
• Liaise with ATO and manage ATO lodgements.
• Maintain accurate records and handle administrative duties to support efficient workflow.
• Proactively seek opportunities to improve processes and enhance the client experience.
• Other administrative tasks such as scheduling meetings, booking appointments, filing, printing & scanning.
Pre-requisites:
• At least 12 months experience working in an accounting practice (essential).
• Proficient in using accounting Xero Practice Manager software.
• Experience maintaining and updating company records with ASIC and using ATO Portal.
• Excellent verbal and written communication skills to effectively interact with clients and team members.
• Positive and enthusiastic attitude, reliable and self-motivated.
• Exceptional communication and relationship-building skills
• Good organizational skills
• Adaptability, initiative, and ability to problem-solve
• Attention to detail
What We Offer:
• Great Career Opportunity
• Friendly Team
• Training Provided
• A modern, newly refurbished office with rooftop facilities
• Barista-quality coffee to fuel your productivity
• Bike storage & showers for those who prefer an active commute
Apply today by submitting your CV and a cover letter. If you'd like to discuss the opportunity further, reach out—we'd love to a chat
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