Client Services Officer (Australian Accounting Firm)

We are seeking a Customer Service Officer / Client Services Officer for a mid-tier accounting firm

The primary purpose of the Customer Service Officer is to provide support to the relevant business services team by completing tasks relating to administrative functions, accounting & tax, client communications, and system access requirements.

Role and Responsibilities

• Adding new clients to XPM
• Client engagement letters and fee agreement letters preparation
• XPM client details updates
• Setting up of new client structures upon request of director / manager including lodgment of relevant ATO and ASIC registrations
• Corporate compliance obligations for relevant team including handling of annual company statements, ASIC changes, under supervision of ASIC officer
• Handling of ‘No Longer Client’ matters under supervision of client manager
• Client workflow management support, i.e., contacting clients to request work, logging jobs in into XPM and workflow system, client query reply to follow-up
• Scanning in of documents and filing in Virtual Cabinet
• Assistance with team billing

• Handling of tax assessments and notices received via paper and virtual cabinet tasks
• Tax lodgment list handling, i.e., client payment reminders, follow up sent for signing
• Preparing final client packs for compliance work, i.e., printing, collation, binding
• Assisting with BAS and IAS lodgment at request of managers
• Client Communications
• Arrange client meetings on as needs basis on behalf of directors / managers
• Client management meeting pack preparation including agenda preparation
• Publishing of compliance work via Moore Access portal and subsequent follow up of clients regarding signing of documents
• Management meeting minutes preparation
• Client secretarial work where applicable for clients, i.e. client mail collection

• XPM user with ability to add clients, change client details, make client NLC
• Virtual cabinet portal publisher rights
• ATO tax agent portal rights to be able to add and remove client authority
• NowInfinity user access
• FuseDocs user access