Job Description
Benefits
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12pm finish on Friday | Enjoy an early start to the weekend
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Flexible start/finish hours
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Free parking onsite | Convenient Milton location bordering the CBD
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Friendly & supportive team with fantastic social events (EOFY, Christmas party, March and October team days out!)
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A relaxed and family-orientated environment offering amazing work-life balance
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About the Organization:
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This friendly boutique firm is run by 2 Directors, experts in their field, who take pride in their Compliance & Advisory services and the team at the core of it all. They work with various long-standing clients with turnovers of up to $100 million! Their Milton location is a perfect blend of being in the center of the excitement, while avoiding the busy traffic and offering free parking on site.
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About the Role:
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As a Client Services Officer, your responsibilities will include:
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Acting as the first point of contact for all client interactions,



both in person and over the phone
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Preparing client invoices, process payments and issue receipts
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Onboarding of new clients including preparation of ethical letters, engagement letters, and ATO agent nomination
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Maintain ASIC corporate registers using CAS360
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Maintain and update client information in Xero Practice Manager (XPM)
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Oversee ATO correspondence through ATOMate software
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Experiences and skillset:
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At least 1 year experience in an office administration role (ideally in a public practice accounting or skilled services firm)
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Proficient in Microsoft Office and experience with XPM a must
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Experience with CAS360, ATOMate & FYI Docs an advantage
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A proactive and flexible approach to supporting team and client needs
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Top notch written and verbal communication skills
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📌 Client Services Officer (New South Wales)
🏢 Abacus Human Capital
📍 New South Wales