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Accounting

Client Services Assistant

Job details

Location: Sydney
Salary: 85000
Job Type: Permanent
Discipline:
Reference: 109506
Posted: 19 days 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