Client Services Assistant
Core
Full-time Client Services Assistant providing phone and face-to-face client interaction, administrative support to accounting staff, and tax return lodgement.
Role type
Client Services Assistant (Accounting Practice)
Builds
Client database, office systems, and tax return lodgements
Domain
Accounting / Tax
Deliverable
client delivery
Required skills
customer service, Microsoft Office, Xero, diary management, deadline monitoring, confidentiality, system implementation
Preferred skills
accounting office experience, Xero Practice Manager, FYI Docs, ATOmate
Responsibilities
handling client enquiries via telephone and email, ordering office supplies, liaising with the Australian Taxation Office, maintaining the client database, diary management, monitoring deadlines for BAS/IAS and Tax, lodging tax returns using Xero, implementing office systems and procedures