Our client is a well‐established boutique accounting firm that has been around for 7+ years. They offer business advisory and tax solutions to individuals, high‐net‐worth family groups and ASX listed companies. The three Directors have worked closely together for 10 years and have branched out from a large mid‐tier. They believe that health and family should always come first and being supportive allows people to be happy and thrive at work.
They service a lot of ASX listed clients so you will gain exposure to larger, more complex and interesting clients. They have a very sociable culture with EOFY and Christmas parties, weekends away to the Gold Coast and boat trips around Rottnest Island. When it comes to training and development, you will not only have your CA paid for, but they will also support you with mentoring and offer extra study leave. They hold external training and weekly seminars because they want their employees to progress through the organisation and work up a set career path.
Their offices are located in the heart of stunning Leederville, near shops, restaurants, bars and cafes. They are close to the train station and offer underground parking. The offices are open‐planned, modern, bright and spacious, creating a warm, friendly and inclusive working environment.
The Opportunity
An opportunity has arisen for a Client Services Administrator to join the firm on a full‐time basis. Working closely with the accounting team, you will be responsible for:
* Broad range of administrative services
* Scheduling jobs/work within XERO
* Managing the workflow of a team of accountants to ensure a steady stream of work that is completed 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 in XERO
* Setting up work papers
* Scheduling and booking internal and external meetings
* Managing teamwork in progress
* Raising invoices to clients
* Attending to ATO mail
* Processing of ASIC Annual Returns
* Facilitating ATO payment arrangements
* Managing ELDs 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 3 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 ($75,000 – $100,000 + super)
* Underground parking
* Flexible working hours – flexible start and finish times, work from home if needed
* Study leaves and assistance – the firm invests in training and development, offering regular internal and external training sessions
* Friendly, supportive and approachable team
* Work in stunning offices in the heart of Leederville
* Non‐financial incentives for recognition
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