JobPart time

Client Services Coordinator

at Future Advisory · Melbourne

Details.

Maintain client relationships and coordinate the tasks required by the accounting team. Duties include managing appointment calendars and follow-ups, ATO and mail management, ATO reporting and lodgements, ASIC compliance, entity registrations, Workcover and government grant applications, incoming phone calls and client enquiries, team task follow-ups, XPM management and reporting, setting up Xero, QuickBooks and MYOB files, liaising with the ATO, packaging annual financial statements and tax returns, client onboarding, preparing accountants' letters, drafting fee proposals, managing invoices and payments, maintaining the website and online booking system, sending team reminders, and corresponding with the marketing team. The application form asks whether applicants are interested in full-time or part-time work.

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