CLIENT SERVICES OFFICER - ACCOUNTING PRACTICE

Recruitment Expert; Sydney; On-site; AUD 80,000 - 100,000; Full time

Job summary

Recruitment Expert in Gordon (Sydney) is seeking an experienced Client Services Officer for an established accounting practice. The role covers administration, client service and corporate compliance across SMSFs, trusts and ASIC responsibilities.

You will work with management and staff to organise client data, respond to inquiries, and prepare reports while maintaining discretion and confidentiality in a busy environment.

Qualifications

• This role requires experience in accounting, financial services or professional services.
• Strong MS Word and Excel skills are essential.
• Experience with MYOB Accountants Enterprise, client service and confidentiality are required.

Responsibilities

• Set up and maintain SMSFs, including deed updates and pension documentation.
• Establish Bare/Custodian Trusts and discretionary/unit trusts.
• Handle ASIC and corporate compliance, including formations and lodgements.
• Manage ABR registrations and maintenance.
• Prepare share transfer docs and maintain company registers.
• Onboard new clients and maintain client information.
• Assist with ATO-related administration.
• Collate and check assessments and Statements of Advice.
• Assist with tax return lodgements and practice administration.
• Prepare client and management reports.
• Manage documentation and internal systems; respond to inquiries via phone/email.
• Provide support to management and reception when required.

Skills

MS Word

Excel

Discretion

Confidentiality

Time management

Client service

Tools

MYOB Accountants Enterprise

Job description

CLIENT SERVICES OFFICER - ACCOUNTING PRACTICE

Join an established accounting practice where your administration, client service and corporate compliance experience will be genuinely valued. An established and highly regardedChartered Accounting practice based in Gordonis looking for an experiencedClient Services Officerto provide high-level administrative and client support across the business.

This is a varied role ideally suited to someone who has worked within anaccounting, financial services or professional services environmentand enjoys taking ownership, keeping things organised and making sure nothing falls through the cracks.

The Role You will work closely with the management team and wider practice, with responsibilities including:

• Setting up and maintainingSMSFs, including deed updates, trustee changes and pension documentation


• EstablishingBare/Custodian Trustsand discretionary and unit trusts


• ASIC and corporate compliance, including company formations, changes and lodgements


• ABR registrations and maintenance


• Preparing share transfer documentation and maintaining company registers


• Setting up new clients and maintaining client information


• Assisting withATO-related administration


• Collating and checking assessments and Statements of Advice


• Assisting with tax return lodgements and general practice administration


• Preparing client and management reports


• Managing documentation and internal systems


• Responding to client enquiries via phone and email


• Providing ongoing support to management and assisting reception when required

The original brief specifically calls for strong MS Word and Excel skills, experience with MYOB Accountants Enterprise, excellent client service, discretion and confidentiality, and someone capable of managing multiple priorities with minimal direction.

About You You’ll be a highly organised, detail-focused professional who is comfortable dealing with clients and senior management. Previous experience within anaccounting practice would be highly advantageous, particularly exposure toSMSFs, ASIC, ATO and corporate compliance.

You’ll bring strong communication skills, excellent time management and the ability to take responsibility for your workload in a busy professional environment.

What’s On Offer

• Salary: $80,000 – $100,000 + Super, negotiable depending on experience


• Location: Gordon, Sydney


• Established professional accounting environment


• Varied role with genuine responsibility and client interaction