Client Services Coordinator Sydney

Client Services Coordinator Sydney

05 Sep
|
Economos
|
Sydney

05 Sep

Economos

Sydney

About us

We are a top 100 accounting firm based in the Sydney CBD. This is a fantastic prospect to grow in a friendly, supportive and agile 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

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