Listed 3 weeks ago
Client Services Coordinator
Client & Sales Administration
- Location
- Sydney, NSW
- Type
- Full-time
About the role
We are currently seeking a proactive and client-focused Client Services professional to join a growing accounting firm in Sydney CBD.
This is a varied role supporting team members across office administration, client communication, workflow coordination, ASIC and ATO matters, corporate compliance, billing and general practice operations.
The successful candidate will be someone who takes ownership, enjoys working with people, has excellent attention to detail and is confident managing multiple priorities and deadlines in a professional accountancy environment.
Key Responsibilities
- Attend to general office administration, correspondence and day-to-day practice operations.
- Coordinate client work, workflow and scheduling to ensure tasks are completed efficiently and within required deadlines.
- Monitor client lodgement, payment and other key compliance deadlines.
- Liaise professionally with clients, the ATO, ASIC and other external parties.
- Access, review and update information through the ATO and ASIC portals as required.
- Prepare, collate and distribute client documents, financial reports, tax returns and other correspondence.
- Draft and send emails to clients and third parties as required.
- Organise electronic signing and follow up outstanding client information and documentation.
- Assist with client onboarding and offboarding processes.
- Assist with the establishment and registration of new entities, including companies, trusts and SMSFs.
- Download and process annual ASIC company statements and assist with ASIC lodgements and corporate compliance matters.
- Prepare company minutes and assist with other company secretarial requirements.
- Process and assist with lodgements, including tax returns, BAS and IAS.
- Maintain accurate client records, workflow information and documentation across practice management systems.
- Assist Partners and team members with administrative and client-related tasks as required.
- Contribute to improving office processes, systems and overall client service.
About You
We are looking for someone who brings:
- Previous experience in an accounting or professional services practice is essential.
- Strong administrative and organisational skills with exceptional attention to detail.
- Excellent communication and interpersonal skills, with a friendly and professional manner.
- Strong client service skills and the ability to build positive working relationships.
- Excellent time management skills and the ability to prioritise competing tasks and deadlines.
- Initiative, drive and a genuine willingness to take ownership and get things done.
- The ability to work independently while also contributing effectively as part of a team.
- Reliability, integrity and a strong commitment to confidentiality.
- Confidence communicating with clients, professional advisers, the ATO, ASIC and other external parties.
- A willingness and ability to learn new processes, systems and technology.
- A friendly, approachable and social personality.
Systems & Software
Experience with the following systems would be advantageous:
- Xero Practice Manager (XPM)
- Xero
- NowInfinity or CAS 360
- Microsoft Word, Excel, Outlook and Office
- FYI Docs
- MYOB / GreatSoft
- ATOmate
Why Join Us?
This is an excellent opportunity for someone looking for a varied and rewarding role within an established accounting practice. You will work with Partners and the wider professional team, have regular interaction with clients and external stakeholders, and play an important role in ensuring the smooth running of the practice and delivery of quality client service.
