Junior Client Services Administrator/Receptionist

McCallum Partners is a boutique accounting firm specialising in small-business tax and advisory. Born from a passion to give clients the best possible experience incorporating the latest technologies and old-fashioned personal service, we are growing rapidly and are searching for a full-time administration superstar to join our accounting family.

We are seeking a highly organised and detail-oriented individual to join our team as a Junior Client Services Administrator/Receptionist. The ideal candidate will play a crucial role in managing client interactions, overseeing administrative tasks, and supporting the smooth operation of our office. Importantly, you will be the friendly face (and voice!) ensuring our clients experience is seamless and unforgettable. 

As our Junior Client Services Administrator/Receptionist, your responsibilities will include:

1. Reception: Serve as the first point of contact for clients, providing a welcoming and professional atmosphere and overall experience in person and over the phone.
2. Client Queries: Proactively address and follow-up on client enquiries by phone and email in conjunction with the broader tax team.
3. Client Emails: Manage and respond to client emails promptly and professionally, ensuring clear and concise communication.
4. Mail: Handle incoming and outgoing mail efficiently, directing correspondence to the appropriate individual(s). 
5. Liaising with Australian Tax Office (ATO): Establish and maintain effective communication with the ATO to address queries, ensure compliance and liaise on behalf of the tax team and our clients.
6. Tax Lodgments & Workflow: Assist in the preparation, submission and effective workflow manage in respect of tax lodgments, ensuring accuracy and compliance with regulatory requirements.
7. Collating Financial Packages: Assemble Financial Statement packages and related documentation efficiently and accurately, in readiness to send to clients.
8. Preparation of Instalment Activity Statements (IAS): Prepare IAS documents, under the review of the tax team. 
9. Debtors Management: Monitor and manage debtor accounts on behalf of the business to maintain healthy financial relationships with our clients. 
10. Marketing: Support marketing efforts by coordinating online website and social media platforms and assist in the execution of marketing initiatives.
11. Scanning/Maintain Client Records: Maintain digital and physical client records, ensuring strict confidentiality and accessibility as needed. 
12. General Housekeeping: Other general housekeeping and upkeep, as required.

• Previous experience in a similar administrative or client service role is preferred but not essential (bonus points if you've worked in a similar industry!)
• Strong organisational and multi-tasking skills
• Excellent communication skills, both written and verbal
• Proficient in office software applications (e.g., Microsoft Office)
• Ability to work independently and collaboratively in a fast-paced environment

• Great work/life balance
• 100% cloud-based firm working with the latest technologies
• Be part of the excitement of a growing firm with a close-knit team
• Centrally located, close to Charlestown
• Ample free parking available

If you thrive in a dynamic environment and enjoy wearing multiple hats, we encourage you to apply. 

Does this sound like you? Be quick! Applications are expected to close 28 March 2024 OR if a suitable candidate is found before then.