Corporate Secretarial & Client Services Lead

Benneaux; Melbourne; On-site; AUD 60,000 - 90,000; Full time

Job summary

Benneaux in Melbourne, Australia seeks a capable accounting support professional to join a growing firm focused on profitability and client value. The role emphasizes workflow management, client data accuracy, and efficient service delivery across tax lodgements and invoicing.

The successful candidate will display strong communication, professionalism, and proactive teamwork to build solid relationships with management and staff while contributing to a positive client experience.

Responsibilities

• Workflow Management for client files and engagements.
• Adding New Clients to the database and ensuring accurate records.
• Setting up jobs for timesheets and collecting correct client information.
• Engaging with clients to support service delivery and communication.
• Setting up client payment plans for services and monitoring on an ongoing basis.
• Debtor management and follow-up to ensure timely payments.
• Diary management for Principals and coordination of key deadlines.
• Handling all ATO notices and ATO enquiries including penalty remissions.
• Maintaining the client and tax work database and filing system.
• Tax lodgements preparation and submission in a timely manner.
• Filing and archiving documents to ensure regulatory compliance.
• Collating all tax work and closing out engagements with accuracy.
• Invoicing for services rendered and ensuring proper billing processes.

Job description

Benneaux in Melbourne, Australia seeks a capable accounting support professional to join a growing firm focused on profitability and client value. The role emphasizes workflow management, client data accuracy, and efficient service delivery across tax lodgements and invoicing.

The successful candidate will display strong communication, professionalism, and proactive teamwork to build solid relationships with management and staff while contributing to a positive client experience.