An exciting opportunity is available for an experienced Client Services Coordinator to join an established and highly regarded accounting and advisory firm in the heart of Sydney CBD.
With more than 40 years of history and recognition as an AFR Top 100 Accounting Firm, the firm has built a strong reputation for delivering high-quality accounting, tax and advisory services to a diverse client base.
Working closely with a team of six Partners and experienced accounting professionals, you’ll play an important role in keeping the practice running smoothly and ensuring clients receive a high level of service.
About the Role - Collating tax returns and financial statements
- Preparing engagement letters
- Liaising with the ATO via phone and online portal
- Managing ATO requests, remission requests and payment arrangements
- Contacting clients to obtain outstanding information and documentation
- Following up missing information and ensuring jobs progress on time
- Maintaining the lodgement list and ensuring the team has work in and out within required timeframes
- Chasing outstanding client debts
- Reviewing WIP and ensuring billing is kept up to date
- Scanning, saving and maintaining source documents
- Processing banking and Post Office payments
- Assisting with onboarding new clients
- Completing ASIC tasks as required
- Providing reception cover when required
- Collecting and distributing mail
- Providing general administrative and client support to the accounting team
About the Firm The firm provides a broad range of services across business tax and accounting, business advisory, audit, SMSF, strata and international services, giving you exposure to a genuinely diverse professional services environment.
The team works with a diverse range of clients, including established and growing businesses, property and real estate clients, medical practices and privately owned businesses.
About You - Experienced in an accounting or professional services environment
- Highly organised with excellent attention to detail
- Confident communicating with clients, accountants and the ATO
- Comfortable following up clients and outstanding information
- Able to manage multiple priorities and deadlines
- Proactive and willing to take ownership
- Professional, personable and client-focused
- Someone who enjoys being part of a close-knit team
What's on Offer? - Sydney CBD location
- Join an established AFR Top 100 accounting firm
- Work closely with an experienced team and six Partners
- Varied role with exposure across tax, accounting and client services
- Diverse and interesting client base
- Opportunity to develop your public practice knowledge
- Join a firm with more than 40 years of history and a strong reputation in the Sydney market
How to Apply
To apply for this role, please submit your resume through the APPLY button.
Alternatively, you can contact
Natalia Patel on (02) 8358 8060 or natalia.patel@engagepersonnel.com.au for a confidential chat.
Not quite what you’re looking for? Please touch base, as we have many more opportunities that are not advertised.
All communication will be strictly confidential
