AddressAre you an experienced and self-reliant Client Services Administrator looking for a role that values your expertise and offers variety and flexibility?
Get ready to realise this with the recognised team at CBSW Tax and Business Advisors – a public practice accounting firm with modern outlooks on work life balance and centrally located offices.
Join a collaborative team environment where your experience will be trusted and you can enjoy the benefits of diverse work.
- Variety of Responsibilities: In this role, you'll take on a diverse range of tasks, from dedicated client support to adapting to different challenges and projects from a variety of other clients.
- Professional Autonomy: CBSW trust in your experience and expertise, and you won't be micromanaged here.
- Collaborative Team Environment: Collaboration and communication are at the core of their success. Work alongside passionate colleagues who share your commitment to helping clients and who value your contributions.
About CBSW:
Established in 2010, CBSW are a thriving Western Australian business that specialises in business advisory, taxation, family businesses, estate planning and superannuation.
We are known and sought after for this experience and because we can genuinely offer professional guidance and assistance across a diverse range of industries and business sizes.
Your Role:
As a seasoned Client Services Administrator, you'll be at the heart of our mission and key to supporting both a wide range of Clients and dedicated team. Your responsibilities will include:
- Attending to client matters, including answering incoming phone calls and emails and arranging meetings
- Managing lodgments with the ATO
- Maintaining practice management and document management software
- Assisting in managing job workflow and following-up client information
- Preparing and formatting documents for distribution to clients
- Onboarding of new clients
- Liaising with ATO, ASIC and other Government bodies on behalf of clients
- Provide ad-hoc support to the team as required
- Liaising with IT providers on IT matters for the practice
- Implement procedures and processes to improve administration function
What CBSW Value:
To fit in, you must share some core values of self-motivation and professionalism as well as:
- A keen eye for detail.
- Excellent written and verbal communication skills.
- Experience working within a public practice environment and familiarity with ATO and ASIC reporting and lodgment obligations.
- Proactive in recommending improvements.
- Organisational skills required to co-ordinate workflow and prioritise client deadlines.
- Ability to work well in a team.
- Familiarity with accounting packages (Xero, MYOB, BGL)
- Strong IT skills.
- Service mindset, professionalism, integrity and curiosity to learn.
Why choose us?
- Supportive Environment: Join a friendly team that values your autonomy and experience.
- Ownership: Take the lead in dealing with clients, treating their businesses with the care and attention you'd give your own.
- Variety of work: There is more to this role than ‘just administration’.
- Growth: You have the same accesses and opportunities to grow and learn formally and informally.
If you're an experienced Client Services Administrator seeking a role that allows you to leverage your expertise, work autonomously and enjoy a variety of tasks, we invite you to be a part of the CBSW team.
Click the APPLY button below to take the next step in your application.
