Advanced Search Group
Client Services Officer (Remote)
Client Services Officer | Advanced Search Group |Australia
THE COMPANY
Our client was initially established as anaccounting practice more than 50 years ago and they have grown and evolvedto more than 90 members of staff. They have expanded their capabilitiesto provide their clients with direct access to a wide range of skills andexpertise, allowing them to provide a total holistic service to theirclients, including tax, business services, financial advisory and...
Client Services Officer | Advanced Search Group | Australia
THE COMPANY
Our client was initially established as an accounting practice more than 50 years ago and they have grown and evolved to more than 90 members of staff. They have expanded their capabilities to provide their clients with direct access to a wide range of skills and expertise, allowing them to provide a total holistic service to their clients, including tax, business services, financial advisory and SMSFs.
Their business is built on honest relationships and their relationship with their staff is a key focus area for them. They are committed to being an employer of choice and they enable their staff to feel engaged, challenged, and motivated.
Their client base come in all shapes and sizes and ranges from individuals, family businesses, small-to-medium sized enterprises and private or listed companies. Through the delivery of their services and advice from across their business they help clients to achieve their version of financial success and support and guide them through various stages of their life.
Their Offices in Subiaco are modern, bright, spacious, and open planned and are surrounded by great cafes, shopping spots and they offer a free parking bay for their Managers and Partners. The location isn’t the only reason people work there, it’s the culture, the relationships, the flexibility, the level of trust and being rewarded for what you do.
THE OPPORTUNITY
- 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
- 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 ($70,000 – $85,000 + super)
- Free parking in Subiaco.
- 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.
- Work in stunning modern offices in the heart of Subiaco.
- Regular social and team building activities that make it a fun play to work.
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.
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