Client Service Officer – Business Services Team

  • Permanent
  • Sydney CBD, New South Wales
  • Up to AU$75000.00 per annum + dependent on experience USD / Year
  • Salary: Up to AU$75000.00 per annum + dependent on experience

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.

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