Client Services Coordinator

We are looking for a Client Services Coordinator to join our growing team.

• Based in the heart of Melbourne CBD, right next to Melbourne Central!
• We're not just your average Accountants, our practice is highly proactive and focused on advisory and consulting.
• Close knit, vibrant and fun team environment!

As the first point of contact for our valued clients, you play a crucial role in providing exceptional Client Services and ensuring the smooth operation of our Client Services department.

Client Services 

• Serve as the primary liaison between our clients and the accounting team
• Coordinate client onboarding process from start to finish
• Assist with managing client engagements
• Maintain accurate client records, update contact details, and manage confidential information with utmost discretion.
• New entity incorporations for clients including ABN and TFN applications.
• Attend to and manage client corporate secretarial files including ASIC filing and preparation of ASIC forms to maintain correct Company records.

Business Support 

• Work closely with the accounting team to ensure seamless communication and efficient workflow.
• Actively seek opportunities to improve processes and enhance the overall client experience.
• Assist with various administrative tasks such as scheduling appointments, organising meetings, and managing correspondence.
• Assist with monthly billing
• Assist with Debtor management.
• Client ATO Mail management and liaison in relation to the same.
• Filing, printing, scanning and other ad hoc tasks as and when required.
• Support various teams with day-to-day admin tasks 
• Assist with reception duties as needed.

Skills and Knowledge

• Previous experience in a client service role in a Public Practice accounting firm is essential.
• Proficient in using Microsoft Office products namely Outlook, Word, Excel and Teams.
• Experience with corporate compliance including maintaining and updating company records with ASIC.
• Previous exposure to the ATO Tax Agent Portal
• Prior experience in WIP management, client invoicing, or debtor management role is desired.
• Familiarity with accounting software including but not limited to Xero Tax and Xero Practice Manager (XPM), FYI Docs, CAS360 is desirable.

Personal Attributes:

• Strong organisational skills with exceptional attention to detail.
• A proactive approach towards problem-solving while maintaining a positive attitude.
• Excellent verbal and written communication skills to effectively interact with clients and internal teams.
• Ability to prioritise tasks effectively and handle multiple assignments simultaneously in a fast-paced, and at times, high pressure environment.
• Demonstrated track record of taking initiative in previous roles.

Remuneration will be according to skills and experience.

If you are interested, please submit your Cover Letter and Resume by hitting 'Apply for this job'. 

***Please note that only successful applicants will be contacted***