Client Services Officer
Core
Administrative and client support within an accounting and financial services advisory team, handling tax returns, entity establishment, and invoicing.
Role type
Client Services Officer (Administrative Support)
Builds
Administrative packages, tax returns, and client correspondence for accounting advisors.
Domain
Accounting and Financial Services
Deliverable
client delivery
Required skills
Microsoft Suite proficiency, invoicing, WIP management, ATO correspondence, new entity establishment, administrative task management
Preferred skills
front of house expertise, phone manner, written and verbal communication, time management, attention to detail
Responsibilities
Lodge tax returns, manage ATO correspondence, prepare financial packages, handle ASIC requirements and new entity establishments, manage invoicing and WIP, perform relief receptionist duties
Seniority
Entry-level, part-time