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.
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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.
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Key Responsibilities:
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Corporate secretariat
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Assisting with the preparation and collation of tax return documentation
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Tracking and processing payments
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Receipting payments using XPM
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Maintaining accurate client records and databases
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Filing and document management
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About You:
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Previous experience in an administrative role within a public practice accounting firm (essential)
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Proficient with XPM, ATOmate, Microsoft Office
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Competent with DocuSign, Xero Sign, or similar software
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Strong attention to detail and organisational skills
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Confident communicator with a skilled and friendly manner
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Comfortable working in a small team environment
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- Friendly and supportive team culture
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- On-site parking
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- Potential for a permanent position
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