Client Services Assistant

Job description

• Opportunity to work for a market leading Chartered Accountancy firm 
• Gorgeous state of the art offices, in the heart of Sydney CBD 
• Supportive, friendly and inclusive organisation

About the company

Our client is looking for a friendly and dynamic Client Services Assistant to complement their friendly team and help them to manage the firm’s corporate secretarial services, administration and help the accountants to continue to deliver a holistic support and advice to their clients. This exciting role would suit someone looking for that next step in your administration career in a highly successful Chartered firm.

Role summary

Assist the entire accounting team to deliver a range of compliance and business advisory services. Role has been created due to growth in the business and will be reporting to practice manager.

About the role:

The role has a heavy focus on administration in that you will be maintaining the client database:

• Answering incoming telephone calls
• Client additions 
• Receiving client records 
• Checking completeness of client records
• Typing client letters and reports for clients
• Producing reports to help manage workloads
• Maintain accurate and detailed time sheets

This role also has a focus on operations and helping the team:

• Dealing with client, ASIC & ATO correspondence
• Preparing checklist of information required for business clients prior to visitation
• Reviewing and checking client source documents when received against checklist
• Assisting clients with general queries
• Logging of each job on the Job Register and noting status (incomplete or ready to commence)
• Collation of standard work papers for accountants (including marking up last year’s comparatives on the work papers)
• Monitoring of BAS & IASlodgements
• Monitoring workflow for the team and maintaining team calendars
• Advising clients of ABN and GST Registration
• Advising clients of PAYG instalment obligations
• Advising clients of Tax File Number
• Incorporation of companies
• Completion of ASIC annual company returns
• Attending to all ASIC matters including completion of ASIC Forms and minutes
• Monitoring work checklists to meet ATO due dates
• Contact person for ATO for all registrations, cancellations, portal problems, assessment problems etc

Skills & experience

• No formal qualifications are required although prior experience in an accountancy practice is essential
• Candidate must demonstrate strong, practical experience in an office environment, dealing directly with professionals and their clients
• Strong communication skills both written and verbal
• Strong computer skills are a pre-requisite
• Strong organisational skills and the ability to work unassisted and as part of a motivated team
• Ability to work to deadlines
• Customer focused approach

How to apply

Click APPLY today! If this is the role you are looking for, please apply and we'll be in contact to discuss the role.

www.charterhouse.com.au