Newcastle NSW

Full-time

Salary: $40,000.00 to $60,000.00 /year

• Dynamic Full-time position
• Client Service focus
• Varied role

About the Company

Our client, a top boutique accounting practice currently have an exciting opportunity for a Client Excellence Coordinator to join their firm.

About the Role

The Client Excellence Coordinator is a key position, being the point of contact for the firm with its clients by developing and maintaining relationships. The successful candidate will be engaged in a full-time role to meet the business’ needs by attending to client service and administrative requirements.

Responsibilities

Provide support and administrative assistance to assigned Partners/Managers & Accountants including:

• Maintaining client database, reviewing and checking client documents
• Scheduling work to meet client needs and achieve efficient resource management
• Typing letters & reports, collating & preparing work papers, lodgements & filing paper/electronic documents
• Advising clients of income tax assessments and tax registration requirements
• Dealing with client tax office correspondence
• Making and changing appointments with clients, prospects and others
• Preparing final invoices, completing family trust minutes, and incorporating of companies
• Monitoring workflow and Work in Progress, logging each job into the electronic workflow system
• Attending all corporate secretarial matters including minute taking and forms
• Contacting clients for missing information and monitoring tax due dates and advising clients
• Fee preparation and following up with client on scope sign off and payment
• Reviewing and chasing accounts receivable

Competencies

• Display a reasonable knowledge and understanding of a professional office environment
• Demonstrated intent in pursuit of following an administrative career with genuine interest in business
• Confident enough to develop client relationships and build rapport with staff, business partners & clients
• Displays each of the following attributes- excellent work ethic / dedication / punctual / initiative / personality / proactive / attention to detail / organised / self-motivated

Experience Required

To be considered for the Client Excellence Coordinator position, you will possess the following:

• Business Administration qualifications
• Proven experience in a professional office environment. Accounting and Taxation desired
• Proven experience with a busy multi-line telephone system
• Proven experience with office software such as Microsoft Office, Sage/Handi
• Excellent written as well as verbal communication skills and interpersonal abilities
• Highly organised and the ability to handle a workload to meet deadlines
• Strong knowledge of general administration processes, with proven experience in AR & AP
• Excellent attention to detail
• Experience using accounting systems- (Xero/MYOB etc)
• Workflow management- professional services

A great chance to join a dynamic accounting firm which is focused on providing excellent client service

To apply email your cover letter & resume with references