Join an established accounting practice where your administration, client service and corporate compliance experience will be genuinely valued. An established and highly regardedChartered Accounting practice based in Gordon is looking for an experiencedClient Services Officer to provide high-level administrative and client support across the business.
This is a varied role ideally suited to someone who has worked within anaccounting, financial services or qualified services environment and enjoys taking ownership, keeping things organised and making sure nothing falls through the cracks.
The Role You will work closely with the management team and wider practice, with responsibilities including:
- Setting up and maintainingSMSFs , including deed updates, trustee changes and pension documentation
- EstablishingBare/Custodian Trusts and discretionary and unit trusts
- ASIC and corporate compliance , including company formations, changes and lodgements
- ABR registrations and maintenance
- Preparing share transfer documentation and maintaining company registers
- Setting up new clients and maintaining client information
- Assisting withATO-related administration
- Collating and checking assessments and Statements of Advice
- Assisting with tax return lodgements and general practice administration
- Preparing client and management reports
- Managing documentation and internal systems
- Responding to client enquiries via phone and email
- Providing ongoing support to management and assisting reception when required
The original brief specifically calls for strong MS Word and Excel skills, experience with MYOB Accountants Enterprise, excellent client service, discretion and confidentiality, and someone capable of managing multiple priorities with minimal direction.
About You You’ll be a highly organised, detail-focused professional who is comfortable dealing with clients and senior management. Previous experience within anaccounting practice would be highly advantageous , particularly exposure toSMSFs, ASIC, ATO and corporate compliance .
You’ll bring strong communication skills, excellent time management and the ability to take responsibility for your workload in a busy professional environment.
What’s On Offer
- Salary: $80,000 – $100,000 + Super, negotiable depending on experience
- Location: Gordon, Sydney
- Established skilled accounting environment
- Varied role with genuine responsibility and client interaction
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📌 CLIENT SERVICES OFFICER - ACCOUNTING PRACTICE (Sydney)
🏢 Recruitment Expert
📍 Sydney
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