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Accounting firm success professional

Gold Coast
beBeeClientSuccess
Posted: 11 December
Offer description

Key Role in Client Success

The Client Success Officer has a pivotal part to play in leading client communication and supporting the end-to-end client lifecycle within a forward-thinking accounting firm.

* Manage reception and administration duties, ensuring seamless daily office operations.
* Assist with client interaction, including telephone calls and email correspondence.
* Maintain accurate digital and physical records with attention to detail.
* Administer ASIC secretarial services through CAS 360.
* Support onboarding and offboarding processes for new and departing clients.
* Coordinate electronic signing of tax documents.

This is a full-time position offering training, support, career advancement opportunities, and flexible working hours. The ideal candidate will possess experience in an accounting environment, proficiency in Microsoft Office and Xero Suite, strong organisational and time-management abilities, excellent communication skills, and a proactive attitude.



Required Skills and Qualifications

Key Skills: Organisational, Time Management, Communication, Proactivity.
Software Proficiency: Microsoft Office, Xero Suite.
Experience: Accounting practice.



Benefits and Career Growth

This role offers extensive training, support, and career growth opportunities. Enjoy flexible working hours and contribute to a dynamic team environment.

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