Client Services & Administration Officer (Accounting)

seek.com.au; City of Melbourne; On-site; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary package

Free onsite parking

Family friendly workplace

Job summary

Unknown Company in Melbourne's outer eastern suburbs is seeking a Client Services & Administration Officer to support accounting practice operations, corporate secretarial tasks, AML/CTF compliance, and client onboarding. You will work with the team across corporate secretarial services, entity establishment and compliance, helping keep everything running smoothly.

The ideal candidate has at least 3 years' experience in public practice accounting or similar, strong ASIC compliance knowledge, and

Qualifications

• Ideally, you will have at least 3 years' experience working within a public practice accounting firm
• Has strong experience with ASIC compliance and corporate secretarial administration
• Understands business structures, including companies, trusts and SMSFs
• Has experience establishing entities and processing company and trust changes
• Is highly organised with exceptional attention to detail
• Enjoys building relationships and providing outstanding client service
• Can confidently manage competing priorities and meet deadlines
• Communicates professionally and confidently with clients and colleagues
• Takes ownership of their work and enjoys solving problems
• Enjoys working as part of a supportive and collaborative team

Responsibilities

• Establishing new companies, trusts and other business structures
• Preparing and processing company and trust changes
• Corporate secretarial administration and maintenance of company records
• Assisting with client takeovers and onboarding processes
• Actioning ATO correspondence and client queries via ATO Mate
• Liaising with the ATO on behalf of clients regarding tax and compliance matters
• Assisting with AML compliance, including client identification and verification requirements
• Maintaining accurate client records and practice management databases
• Liaising with clients, accountants and regulatory bodies
• Providing occasional reception support when required

Tools

CAS360

Job description

Client Services & Administration Officer (Accounting)

We're a long-established accounting and business advisory firm based in Melbourne's outer eastern suburbs, and we're looking for an experienced Client Services & Administration Officer to join forces with us.

Our new team member will ideally be familiar with public practice administration, corporate secretarial tasks, handling AML/CTF requirements, Tax Administration and General Administration Support, however we are open to candidates with similar experience in another professional environment (such as a legal firm).

You'll work closely with the entire team, supporting the firm across corporate secretarial services, client onboarding, entity establishment and compliance - and to help keep everything running smoothly behind the scenes.

We're proud of the culture we've built. Friendly, supportive and genuinely team-focused, we're the type of firm where everyone pitches in, and has their contribution valued. Administration is recognised as an essential part of our firm's success.

Key responsibilities

Establishing new companies, trusts and other business structures

Preparing and processing company and trust changes

Corporate secretarial administration and maintenance of company records

Assisting with client takeovers and onboarding processes

Actioning ATO correspondence and client queries via ATO Mate

Liaising with the ATO on behalf of clients regarding tax and compliance matters

Assisting with AML compliance, including client identification and verification requirements

Maintaining accurate client records and practice management databases

Liaising with clients, accountants and regulatory bodies

Providing occasional reception support when required

About you

Ideally, you will have at least 3 years' experience working within a public practice accounting firm, or alternatively a similar professional environment

Has strong experience with ASIC compliance and corporate secretarial administration

Understands business structures, including companies, trusts and SMSFs

Has experience establishing entities and processing company and trust changes

Is highly organised with exceptional attention to detail

Enjoys building relationships and providing outstanding client service

Can confidently manage competing priorities and meet deadlines

Communicates professionally and confidently with clients and colleagues

Takes ownership of their work and enjoys solving problems

Enjoys working as part of a supportive and collaborative team

Highly Regarded

Experience using CAS360

Experience managing client takeovers

Experience dealing with ATO correspondence and compliance matters

Why Join Us?

We know great administration people have options, so we've worked hard to create a workplace people genuinely enjoy coming to.

We offer:

Competitive salary package

Free onsite parking

Family friendly and supportive workplace

A genuinely collaborative team culture

Directors who value and appreciate the administration team

Most importantly, you'll join a firm where your experience is respected, your contribution is recognised, and you're considered a key part of the team.