About the role

We have an opportunity for an enthusiastic and motivated person to join us as full time as a Client Services Administrator/Manager (CSM). As the CSM you will pay an essential role in ensuring an exceptional client experience and smooth running of the firm's day to day operations.

You will work directly within the Accounting team and will be responsible for providing administration support as part of the overall service provided by the firm to its clients and our team.

What you'll be doing

• Administration matters, including answering incoming enquiries, receiving client records, producing client letters and producing reports.
• Act as the point of contact for ATO related matters including registrations, cancellations, portal issues and assessment queries
• Assisting with updating of our client database systems.
• Liaising with ASIC and other government agencies and external stakeholders regarding client matters.
• Overwatch of ASIC and ATO Correspondence (downloaded and distributed by our administration team)
• Establishment of new entities (companies, trusts, SMSF’s) using Now Infinity & ABR
• Managing and processing annual reviews.
• Collating & lodgement of annual accounts and tax returns.
• Assisting with the end of month process.
• Drafting, sending, and following up client proposals and invoices.
• Provide general administrative support to the accounting team as required

What we're looking for

• Significant experience in a client service or administrative role, preferably within an accounting or professional services environment.
• The ability to handle confidential and sensitive information with discretion.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
• Highly organised and detail-oriented, with the capacity to multitask and prioritise effectively.
• A high level of computer literacy across accounting systems including (Karbon, Office365, Ignition, Xero, Quickbooks, NowInfinity, Tax Portal etc).
• A commitment to providing exceptional customer service and a genuine interest in the accounting industry.
• Flexibility and a willingness to adapt to the changing needs of the business.
• An approachable work style and a willingness to take on challenges in support of team goals.

Why Work at Bee Group Accountants?

• We are a small team that care about each other and the delivery of services and outcomes for our clients.
• We offer the support of our entire team, including the resources of the broader accounting practice, to provide a diverse and challenging role within a friendly environment.
• We Work As One - we create a culture of caring for our clients, caring for the outcomes we deliver, and caring for our staff by ensuring that each division within Bee Group operate as a seamless team.
• We provide ongoing training, study support, regular social events, flexible work options but most importantly, a great culture.

About us

Bee Group Accountants is a professional accounting firm that has been serving clients in the Gold Coast for over 20 years. We are located in the Oxenford/Maudsland area.

We provide a comprehensive range of services to our clients including accounting, tax planning, self managed superannuation fund administration and business services.

We value our team and client culture, work-life balance, and progressive and friendly office environment. Our culture is core to everything we do. While we are always looking for ways to improve, we are proud of our people, their dedication to their work, and the results they deliver for our clients.

If you think you have what we are looking for and you can see yourself working for Bee Group Accountants, we would love to hear from you.

Your application must include a cover letter and resume.

All candidates must have full and unrestricted working rights in Australia.

Apply now