Client Services & Administration Officer (Accounting) n
We're a long-established accounting and business advisory firm based in Melbourne's outer eastern suburbs, and we're looking for an experienced Client Services & Administration Officer to join forces with us.
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Our new team member will ideally be familiar with public practice administration, corporate secretarial tasks, handling AML/CTF requirements, Tax Administration and General Administration Support, however we are open to candidates with similar experience in another professional environment (such as a legal firm).
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You'll work closely with the entire team, supporting the firm across corporate secretarial services, client onboarding, entity establishment and compliance - and to help keep everything running smoothly behind the scenes.
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We're proud of the culture we've built. Friendly, supportive and genuinely team-focused, we're the type of firm where everyone pitches in, and has their contribution valued. Administration is recognised as an essential part of our firm's success.
Key responsibilities n
Establishing new companies, trusts and other business structures
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Preparing and processing company and trust changes
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Corporate secretarial administration and maintenance of company records
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Assisting with client takeovers and onboarding processes
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Actioning ATO correspondence and client queries via ATO Mate
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Liaising with the ATO on behalf of clients regarding tax and compliance matters
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Assisting with AML compliance, including client identification and verification requirements
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Maintaining accurate client records and practice management databases
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Liaising with clients, accountants and regulatory bodies
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Providing occasional reception support when required
About you n
Ideally, you will have at least 3 years' experience working within a public practice accounting firm, or alternatively a similar skilled environment
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Has strong experience with ASIC compliance and corporate secretarial administration
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Understands business structures, including companies, trusts and SMSFs
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Has experience establishing entities and processing company and trust changes
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Is highly organised with exceptional attention to detail
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Enjoys building relationships and providing outstanding client service
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Can confidently manage competing priorities and meet deadlines
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Communicates professionally and confidently with clients and colleagues
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Takes ownership of their work and enjoys solving problems
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Enjoys working as part of a supportive and collaborative team
Highly Regarded n
Experience using CAS360
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Experience managing client takeovers
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Experience dealing with ATO correspondence and compliance matters
Why Join Us? n
We know great administration people have options, so we've worked hard to create a workplace people genuinely enjoy coming to.
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We offer:
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Competitive salary package
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Free onsite parking
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Family friendly and supportive workplace
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A genuinely collaborative team culture
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Directors who value and appreciate the administration team
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Most importantly, you'll join a firm where your experience is respected, your contribution is recognised, and you're considered a key part of the team.