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Client Services Assistant

Job details

Location: Sydney
Salary: 85000
Job Type: Permanent
Discipline:
Reference: 109506
Posted: 6 months ago

Job description

  • Opportunity to work for a market leading Chartered Accountancy firm 
  • Gorgeous state of the art offices, in the heart of Sydney CBD 
  • Supportive, friendly and inclusive organisation

About the company

Our client is looking for a friendly and dynamic Client Services Assistant to complement their friendly team and help them to manage the firm’s corporate secretarial services, administration and help the accountants to continue to deliver a holistic support and advice to their clients. This exciting role would suit someone looking for that next step in your administration career in a highly successful Chartered firm.

Role summary

Assist the entire accounting team to deliver a range of compliance and business advisory services. Role has been created due to growth in the business and will be reporting to practice manager.

About the role:

The role has a heavy focus on administration in that you will be maintaining the client database:

  • Answering incoming telephone calls
  • Client additions 
  • Receiving client records 
  • Checking completeness of client records
  • Typing client letters and reports for clients
  • Producing reports to help manage workloads
  • Maintain accurate and detailed time sheets

This role also has a focus on operations and helping the team:

  • Dealing with client, ASIC & ATO correspondence
  • Preparing checklist of information required for business clients prior to visitation
  • Reviewing and checking client source documents when received against checklist
  • Assisting clients with general queries
  • Logging of each job on the Job Register and noting status (incomplete or ready to commence)
  • Collation of standard work papers for accountants (including marking up last year’s comparatives on the work papers)
  • Monitoring of BAS & IASlodgements
  • Monitoring workflow for the team and maintaining team calendars
  • Advising clients of ABN and GST Registration
  • Advising clients of PAYG instalment obligations
  • Advising clients of Tax File Number
  • Incorporation of companies
  • Completion of ASIC annual company returns
  • Attending to all ASIC matters including completion of ASIC Forms and minutes
  • Monitoring work checklists to meet ATO due dates
  • Contact person for ATO for all registrations, cancellations, portal problems, assessment problems etc

Skills & experience

  • No formal qualifications are required although prior experience in an accountancy practice is essential
  • Candidate must demonstrate strong, practical experience in an office environment, dealing directly with professionals and their clients
  • Strong communication skills both written and verbal
  • Strong computer skills are a pre-requisite
  • Strong organisational skills and the ability to work unassisted and as part of a motivated team
  • Ability to work to deadlines
  • Customer focused approach

How to apply

Click APPLY today! If this is the role you are looking for, please apply and we'll be in contact to discuss the role.

www.charterhouse.com.au

This job has expired!