Client Services Coordinator (Australian Accounting Firm)

We are seeking a Customer Service Officer / Client Services Officer for a mid-tier accounting firm

The primary purpose of the Customer Service Officer is to provide support to the relevant business services team by completing tasks relating to administrative functions, accounting & tax, client communications, and system access requirements.

Role and Responsibilities

Administration Functions

• Adding new clients to XPM

• Client engagement letters and fee agreement letters preparation

• XPM client details updates

• Setting up of new client structures upon request of director / manager including lodgment of relevant ATO and ASIC registrations

• Corporate compliance obligations for relevant team including handling of annual company statements, ASIC changes, under supervision of ASIC officer

• Handling of ‘No Longer Client’ matters under supervision of client manager

• Client workflow management support, i.e., contacting clients to request work, logging jobs in into XPM and workflow system, client query reply to follow-up

• Scanning in of documents and filing in Virtual Cabinet

• Assistance with team billing

Accounting & Tax

• Handling of tax assessments and notices received via paper and virtual cabinet tasks

• Tax lodgment list handling, i.e., client payment reminders, follow up sent for signing

• Preparing final client packs for compliance work, i.e., printing, collation, binding

• Assisting with BAS and IAS lodgment at request of managers

• Client Communications

• Arrange client meetings on as needs basis on behalf of directors / managers

• Client management meeting pack preparation including agenda preparation

• Publishing of compliance work via Moore Access portal and subsequent follow up of clients regarding signing of documents

• Management meeting minutes preparation

• Client secretarial work where applicable for clients, i.e. client mail collection

System access requirements

• XPM user with ability to add clients, change client details, make client NLC

• Virtual cabinet portal publisher rights

• ATO tax agent portal rights to be able to add and remove client authority

• NowInfinity user access

• FuseDocs user access