Client Services Officer
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Job Description
Client Services Officer supporting Australian clients in accounting tasks including corporate compliance and ongoing support. Manage trust setups and client administration in a remote capacity.
Responsibilities:
- Handle company and trust setups for Australian clients using NowInfinity or similar platforms
- Manage corporate secretarial tasks, including company registrations, changes to directors and shareholders, and ongoing ASIC compliance
- Review and process ASIC annual statements for all clients
- Lodge ASIC changes and updates accurately and on time
- Provide day-to-day client administration support and maintain CRM records
- Prepare wrapping up letters, invoices, and client documents for sending
- Lodge and process Income Tax Returns and Business Activity Statements in ATO Portal
- Draft client correspondence for ATO and ASIC matters
- Download, organize, and maintain ATO and ASIC documents as requested
- Maintain and improve filing systems to ensure proper document organization
- Update spreadsheets, databases, and digital records to ensure accuracy and compliance
- Handle client correspondence and maintain records to support office efficiency
- Prepare reports and presentations using Microsoft Office
- Support the team to ensure operations run efficiently and deadlines are met
Requirements:
- Minimum 3 years of experience supporting Australian clients in an accounting firm
- Strong experience in company and trust setups for Australian clients
- Hands-on experience using NowInfinity or similar corporate secretarial platforms
- Strong knowledge of ASIC processes and corporate compliance
- Experience with ATO Portal, Xero, and XPM
- Excellent written and verbal communication skills
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment
- High attention to detail and accuracy
Benefits:
- 100% Permanent Work-from-Home Setup
- 13th-Month Pay Bonus
- Company-Provided Equipment
- HMO with Dental & Life Insurance
- 18 Vacation Leaves + 6 Sick Leaves
- Birthday Leave (with a cake!)
- Tenure Incentives & Quarterly Perks
- Free Meal Every 1st Friday of the Month
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