Join a highly regarded chartered accounting and business advisory firm offering exceptional staff retention, a genuinely lovely team and exposure to a sophisticated and impressive client base.

The firm has an excellent reputation not only for the high calibre of its work and clients, but also for its genuinely warm, welcoming and down-to-earth culture. Staff retention is exceptionally strong, reflecting the supportive environment, lovely people, and refreshingly low level of office politics.

This is a recent role resulting from the continued growth of the well-established firm.

CLIENT SERVICES

Inner South-East Melbourne

About the Role

Working alongside experienced Personal Assistants, this is a hands-on position supporting the high-volume administrative workload associated with delivering taxation and business services to sophisticated clients.

The role is practical and varied, encompassing client correspondence, document collation, taxation return lodgements, database maintenance, and general administrative support.

The successful candidate will have previous experience in a similar client services / administrative position within an Australian accounting practice, experience working with the ATO, and be able to step into the role with minimal training.

This is a full-time, office-based position in lovely,



well-appointed offices located in Melbourne's inner south-eastern suburbs. The working hours are 8.45 am to 5.30 pm, with a one-hour lunch break.

Key Responsibilities

- Assisting the Personal Assistants with day-to-day and project-based tasks
- Managing high volumes of electronic and paper correspondence
- Collating financial statements and income tax returns
- Coordinating the lodgement of taxation returns
- Assisting with client onboarding and maintaining accurate client records
- Drafting correspondence and preparing communications on behalf of Directors
- Preparing Excel worksheets and undertaking data entry
- Maintaining the firm’s practice management database
- Maintaining accurate and organised electronic filing systems
- Answering and screening telephone callsMeeting and greeting clients
- Sorting and distributing incoming mail and recording outgoing mail
- Filing, photocopying and scanning
- Providing reception relief when required
- Supporting the team with additional projects and administrative tasks

About You

Previous client services / administration experience within an accounting firm is essential. Please note that applicants without previous client services or administration experience within an Australian accounting firm will not be considered.

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📌 Client Services Manager - Accounting Firm (Melbourne)
🏢 Marlow Recruitment
📍 Melbourne