A well-established accounting practice with over 60 years in operation is seeking a reliable and personable Client Services Officer. The CPA firm is small, relaxed, and friendly, located in the Doncaster East area. They provide accounting, tax, and strategic financial advice to individuals and businesses in Manningham and surrounding communities.
This is a temporary role commencing immediately for a minimum of six weeks. The role will be Monday to Friday, 9 - 5PM with the possibility to become permanent. The client will consider school hours or four days per week.
Key Responsibilities:
Corporate secretariat
Assisting with the preparation and collation of tax return documentation
Tracking and processing payments
Receipting payments using XPM
Maintaining accurate client records and databases
Filing and document management
About You:
Previous experience in an administrative role within a public practice accounting firm (essential)
Proficient with XPM, ATOmate, Microsoft Office
Competent with DocuSign, Xero Sign, or similar software
Strong attention to detail and organisational skills
Confident communicator with a professional and friendly manner
Comfortable working in a small team environment
- Friendly and supportive team culture
- In office parking
- Potential for a permanent position