Client Services & Administration For Accounting Firm

Tnm Advisory Trust; City of Melbourne; Sur place; AUD 55 000 - 70 000; Plein temps

Avantages offerts par ce poste

Career progression

Friendly team

Training provided

Modern office

Coffee available

Bike storage & showers

Résumé du poste

Tnm Advisory Trust in Preston, Melbourne, is seeking a bright, reliable client services assistant to join our accounting and advisory firm.

You will act as the primary liaison between clients and the accounting team, manage client onboarding and engagements, and support processing such as ABN/TFN applications, ASIC filings, and ATO lodgements. The role offers training and a modern, open-plan office with great coffee and facilities.

Qualifications

• 12+ months experience in an accounting practice.
• Proficient with Xero Practice Manager.
• Experience maintaining/updating company records with ASIC and using ATO Portal.
• Excellent verbal and written communication with clients and team.
• Positive, enthusiastic, reliable and self-motivated.

Responsabilités

• Serve as a primary liaison between clients and the accounting team, ensuring smooth communication and exceptional service.
• Manage client onboarding and engagements.
• Incorporate new entities for clients, handling ABN and TFN applications.
• Corporate secretarial tasks including ASIC filing and preparation of ASIC forms.
• Liaise with ATO and manage ATO lodgements.
• Maintain accurate records and support administrative duties to improve workflow.
• Seek opportunities to improve processes and client experience.
• Schedule meetings, bookings, filing, printing & scanning.

Connaissances

Verbal comms

Written comms

Organizational skills

Attention to detail

Adaptability

Initiative

Problem-solving

Reliability

Outils

Xero Practice Manager

Description du poste

Job Description

An opportunity exists for a bright, enthusiastic and reliable person to join our client services team at our dynamic accounting and advisory firm based in our offices in Preston, Melbourne.

We are a modern style practice that embraces the latest technologies in a fresh and open-plan environment while constantly seeking to provide our clients with amazing outcomes.

Tasks:

• Serve as a primary liaison between clients and the accounting team, ensuring smooth communication and exceptional service.
• Manage client onboarding and engagements.
• Incorporate new entities for clients, handling ABN and TFN applications.
• Corporate secretarial tasks including ASIC filing and preparation of ASIC forms to maintain correct Company records.
• Liaise with ATO and manage ATO lodgements.
• Maintain accurate records and handle administrative duties to support efficient workflow.
• Proactively seek opportunities to improve processes and enhance the client experience.
• Other administrative tasks such as scheduling meetings, booking appointments, filing, printing & scanning.

Pre-requisites:

• At least 12 months experience working in an accounting practice (essential).
• Proficient in using accounting Xero Practice Manager software.
• Experience maintaining and updating company records with ASIC and using ATO Portal.
• Excellent verbal and written communication skills to effectively interact with clients and team members.
• Positive and enthusiastic attitude, reliable and self-motivated.
• Exceptional communication and relationship-building skills
• Good organizational skills
• Adaptability, initiative, and ability to problem-solve
• Attention to detail

What We Offer:

• Great Career Opportunity
• Friendly Team
• Training Provided
• A modern, newly refurbished office with rooftop facilities
• Barista-quality coffee to fuel your productivity
• Bike storage & showers for those who prefer an active commute