Client Services Coordinator - Tax & Accounting

Findex; Stawell; On-site; AUD 34,000 - 44,000; Part time

Job summary

Findex is seeking a proactive Client Services Officer in Stawell for a part-time permanent role based in the office Monday to Friday, with some ad hoc reception support. You will welcome clients, manage calls, coordinate appointments and liaise with advisors to ensure high-quality outcomes.

In this role you’ll handle tax lodgments, ATO correspondence, invoicing and WIP management, and support data management and document control across client files. Office suite skills are essential.

Qualifications

• Demonstrated experience in a client-facing role.
• Excellent written and verbal communication skills.
• Strong multitasking and time management abilities.
• Excellent proficiency in the Microsoft Office Suite.

Responsibilities

• Welcoming clients and managing incoming calls, coordinating appointments.
• Liaising with advisors, partners and team members to support client outcomes.
• Managing administration including lodging tax returns, ATO correspondence and office supplies.
• Supporting client data management, including collating financial statements and tax returns.
• Invoicing and WIP management; liaising with the ATO on various matters.
• Document management.

Skills

Client-facing

Communication

Multitasking

MS Office

Tools

Microsoft Office

Job description

Findex is seeking a proactive Client Services Officer in Stawell for a part-time permanent role based in the office Monday to Friday, with some ad hoc reception support. You will welcome clients, manage calls, coordinate appointments and liaise with advisors to ensure high-quality outcomes.

In this role you’ll handle tax lodgments, ATO correspondence, invoicing and WIP management, and support data management and document control across client files. Office suite skills are essential.