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Client Services Coordinator Share to LinkedIn

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 
Skills/Experience Required:
  • 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


Reference:JA-SSCOLocation:PerthDate:11 July 2018

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