Client Services Officer (Remote)

Client Services Officer | Advanced Search Group | Australia

THE COMPANY 
  
Our client is one of the fastest growing accounting firms in WA, established over 9 years ago by three passionate and energetic accounting professionals, it has grown to 40 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
• Help generate/collate standardised emails to clients in response to common client queries
• 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 $75k – $90k + 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 ‘Apply’ to submit your application (our preferred resume format is MS Word).
  
If you would like to know more about the role or would like to discuss similar positions please contact Hannah on 0432587202 or e-mail hannah@advancedsearchgroup.com.au.  We take your privacy seriously and your application is highly confidential and will not be discussed with anyone without your permission.

Tagged as: remote, remote job, virtual, Virtual Job, virtual position, Work at Home, work from home