Client Services Officer
Core
Providing high-quality administrative and client support to a busy Accounting team, including coordination of financial statements, tax returns, and client onboarding.
Role type
Client Services Officer (Administrative Support)
Builds
Client documentation, financial statements, tax returns, and engagement letters.
Domain
Accounting and Financial Services
Deliverable
client delivery
Required skills
Client onboarding, financial statement preparation, tax return coordination, business registration (ABN, TFN, GST, PAYG), stakeholder liaison, practice management systems, Microsoft Office, Xero, FYI, XPM
Preferred skills
Accounting or financial services environment experience
Responsibilities
Providing administrative and client support, coordinating preparation and distribution of financial statements and tax returns, managing client onboarding and records, preparing correspondence and invoices, assisting with business registrations, liaising with clients and regulators (ATO, ASIC), maintaining compliance, supporting reception functions