Client Services Officer
Core
Administrative and client support within an accounting and financial services firm, handling tax returns, entity establishment, and client communications.
Role type
Client Services Officer (Administrative)
Builds
Administrative support for accounting advisors and client-facing services
Domain
Accounting and Financial Services
Deliverable
client delivery
Required skills
Microsoft Suite proficiency, invoicing, WIP management, tax return lodging, ATO correspondence, ASIC compliance, new entity establishment, front of house expertise, phone manner
Preferred skills
time management, attention to detail, teamwork
Responsibilities
Lodge tax returns, manage ATO correspondence, prepare financial packages, handle ASIC requirements and new entity establishments, manage invoicing and WIP, communicate with advisors and corporate staff, perform receptionist duties