Client Services Officer

The Perks!!

• Flexible start/finish hours
• 12pm finish on Friday | Enjoy an early start to the weekend
• Free parking onsite | Convenient Milton location bordering the CBD
• Friendly & supportive team with fantastic social events (EOFY, Christmas party, March and October team days out!)
• A relaxed and family-orientated environment offering amazing work-life balance

About the Organization:
This friendly boutique firm is run by 2 Directors, experts in their field, who take pride in their Compliance & Advisory services and the team at the core of it all. They work with various long-standing clients with turnovers of up to $100 million! 

Their Milton location is a perfect blend of being in the center of the excitement, while avoiding the busy traffic and offering free parking on site.

About the Role:
As a Client Services Officer, your responsibilities will include:

• Acting as the first point of contact for all client interactions, both in person and over the phone
• Preparing client invoices, process payments and issue receipts
• Onboarding of new clients including preparation of ethical letters, engagement letters, and ATO agent nomination
• Maintain ASIC corporate registers using CAS360
• Maintain and update client information in Xero Practice Manager (XPM)
• Oversee ATO correspondence through ATOMate software

Experiences and skillset:

• At least 1 year experience in an office administration role (ideally in a public practice accounting or professional services firm)
• Proficient in Microsoft Office and experience with XPM a must
• Experience with CAS360, ATOMate & FYI Docs an advantage
• A proactive and flexible approach to supporting team and client needs
• Top notch written and verbal communication skills

To Apply:
Email your resume to Lilly at [email protected]