04 Sep
|
Economos
|
Sydney
About us
We are a top 100 accounting firm based in the Sydney CBD. This is a fantastic opportunity to grow in a friendly, supportive and dynamic team. We are looking for enthusiastic, dedicated, reliable and resilient individuals who show initiative and can make this role their own.
Qualifications & experience
- Experience working in an accounting firm for a minimum of 3 years.
- Experience with Office 365, DocuSign, Xero, MYOB AE
Tasks & responsibilities
- Collating tax returns and financial statements
- Preparing engagement letters
- ATO calls/portal requests, remission requests, payment arrangements via phone call or ATO portal
- Scanning/saving source documents
- Banking/Post office payments
- Contacting clients to get the work in/ chase missing information
- Lodgement list - Ensuring team has their jobs in/out in a timely manner to lodge clients tax returns by the due date
- Chasing any debts
- Reviewing WIP – ensuring bills are not missed and WIP is tidy
- Reception cover when required
- Mail collection and distribution
- Onboarding recent clients
- ASIC tasks as required
📌 Client Services Coordinator (Sydney)
🏢 Economos
📍 Sydney