Client Services Coordinator
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A Perth Accounting firm is seeking a Senior Client Services Coordinator for a full time permanent position.
Summary about this job
Client & Sales Administration
Company: Walker Andersen
Location: Perth
Work type: Full Time
Salary: n\a
Phone: +61-8-2019-2005
Fax: +61-7-5726-7684
E-mail: n\a
Site: n\a
Detail information about job Client Services Coordinator. Terms and conditions vacancy
A Perth Accounting firm is seeking a Senior Client Services Coordinator for a full time permanent position.The Role
- Collating tax returns and financial statements for Companies, Trusts, Superfunds and Individuals using APS Tax Manager & Class Super online.
- Publishing tax returns and financial statements via Virtual Cabinet
- Printing and binding finalized collations for clients
- Returning client records
- Assisting clients using software
- Handling ATO correspondence
- Collation and preparation of electronic work papers
- Fee preparation
- Enter disbursements (including Xero subscriptions)
- Distribution minutes - preparation and follow up signed minutes
- Liaising with clients and the team of accountants regularly requesting additional information or general queries
- Perform administrative duties as required such as photocopying, scanning, faxing, collating and binding, answering telephone calls, meeting & greeting clients, preparation of boardroom
- General office management/administration duties
- Ideally 3+ years within a CSC/CSO/Office Management role
- Experience within the accounting industry is HIGHLY beneficial
- Desire to progress your career
- Excellent communication skills
- Organised and methodical
- Able to learn IT systems and software quickly
- Any knowledge of accounting software highly regarded
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