Client Service Officer – Business Services Team

ABOUT THE ORGANISATION

Our client is a respected mid-tier chartered accounting firm offering professional services across Audit, Business Services and Advisory, Insolvency, and Tax. With a commitment to excellence, they provide tailored solutions to a wide range of clients in various industries.

ABOUT THE OPPORTUNITY

We are seeking a proactive and detail-oriented Client Service Officer to join Our Clients Business Services team. This hands-on role offers the opportunity to support the team by providing crucial administrative and client services. The ideal candidate will have a background in accounting support and a solid understanding of industry software, ensuring smooth operations and exceptional client satisfaction.

Key Responsibilities:

• Provide comprehensive administrative and client support to the Business Services team
• Handle incoming calls, emails, and inquiries, directing them to the appropriate team members
• Assist in managing client files, correspondence, and documentation
• Process ATO lodgements using ATO SmartDoc
• Utilise software tools such as BGL, FYI, and Green Xero for client data management
• Manage ASIC compliance obligations and assist with entity set-ups
• Handle client onboarding, documentation, and correspondence
• Assist with billing, WIP management, and expense reimbursements
• Coordinate team training, internal events, and social functions
• Cover reception duties as required
• Maintain internal records, including staff procedures and intranet updates

ABOUT YOU

• Proven experience in a similar administrative support role, ideally within an accounting or financial services firm
• At least 2 years of experience in office administration (preferably in an accounting firm or professional services)
• Strong familiarity with ATO SmartDoc, BGL Software, FYI Software, and Green Xero
• Excellent written and verbal communication skills
• High attention to detail and accuracy in work
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• A positive, professional, and can-do attitude
• Strong organisational and multitasking skills with the ability to work autonomously or as part of a team

Whats On Offer

• Be part of a dynamic, supportive team at a well-established mid-tier accounting firm
• Competitive salary and benefits package
• Ongoing training and professional development opportunities

For more information on this role or others in the market, please contact roxann . bentley @ mane . com .au.