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Shakespeare Financial Group engages a talented team of more than 80 professional staff providing clients with total financial solutions in divisions including Accounting, Tax and Business Consulting, Financial Advisory, Mortgage Lending, Personal Insurance and Superannuation.
Shakes is an inspired team working together to achieve great outcomes for our people, clients and community. We believe our people make all the difference to our Firm. We highly value our team, recognising and rewarding their efforts while providing a fun, social, satisfying, and safe workplace. We pave the way for our people, by providing long-term career paths supported with valuable training and growth opportunities.
The Opportunity
We are seeking a full-time Client Services Administrator (CSA), with a positive can-do attitude, to provide administrational and organisational support to the team of accountants and their clients.
Key responsibilities will include:
* 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
* Attending to and liaising with clients and accountants on queries
* Setting up work papers
* Scheduling and booking internal and external meetings
* Managing the teams work in progress (WIP's)
* Raising of invoices
* Attending to ATO phone calls, daily lodgements and coordination of IAS and BAS emails
* Managing lodgement of tax returns / management of the team's tax lodgment program
* Preparation of Group Structure Charts
What you will bring to the team
* Minimum of 1 years' experience in a CSA role in an Accounting Practice
* Team player with a positive attitude
* Well organised and process driven
* Strong work ethic
* Genuine service focus
* Detail orientated
* High level of integrity and regard for confidentiality
By joining the Shakes team, you will be offered:
* Attractive and competitive salary
* Supportive, friendly, and welcoming team environment
* Flexible working hours and WFH one day per week
* Highly active and engaging social club
* An active sports community – join our cycling and running teams or enjoy bootcamp and meditation classes
At Shakes, we encourage all suitably skilled and qualified applicants to apply. We are an equal-opportunity employer and are committed to promoting and fostering a workplace where everyone is included and treated fairly and with dignity and respect.
Only shortlisted candidates will be contacted.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative
* Industries
Financial Services and Accounting
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