
Client Service Coordinator - Public Practice
MWM Advisory Pty Ltd
Posted 7 days ago
About MWM Advisory
Formed with the objective of creating an innovative, service-oriented commercial advisory and accountancy firm that recognised a changing industry and client needs, MWM has enjoyed significant demand and growth on its journey to becoming the Gold Coasts leading mid-tier advisory firm.
Winner - IPA Queensland Practice of the Year 2021
Winner - Gold Coast Business Excellence Awards 2022
Winner - Women in Finance Awards – Accountant of the Year 2022
About this Role
As Client Service Coordinator you will play an important role in delivering exceptional customer service. You will be joining a dynamic team and work closely with clients, accountants, bookkeepers and third parties. The role includes a variety of compliance and administrative tasks across a range of client entities and will include:
Liaising with ASIC and the ATO
New client establishments and onboarding
Workpaper file setup
Electronic lodgement of ITR, BAS, IAs and other tax documents
Electronic filing of client correspondence and documents as well as maintaining client records
Processing of GST and BAS returns
General assistance with processing and accounting tasks for the compliance team including internal reporting and client billing
Skills and Experience
The communication style at MWM is informal and at the same time respectful. We want our clients to feel welcome when they visit, so we encourage our people to interact with our clients to make them feel comfortable. In your role you will enjoy plenty of interaction both in person and on the phone.
We are seeking a person with great skills and a great outlook. As well as being an excellent communicator you will have:
Prior experience in a public practice environment
Strong written & verbal communication skills & attention to detail
A keen customer service focus
Organisational skills & ability to prioritise.
A team mentality and be someone who thrives in a collaborative environment.
Ideally you will have experience with some of the following:
Handisoft or Xero XPM
Xero
Now Infinity
ATO Agent Portal
ASIC
Adobe sign
Job Benefits
MWM is located in the tranquil atmosphere of Emerald Lakes, close to coffee shops, restaurants, and a bustling Thursday afternoon market in the village square. There's a lakeside boardwalk for lunchtime exercise, and a well-equipped gym. Our offices are modern and spacious, with expansive views of the Gold Coast.
You will receive an attractive remuneration package including:
5 weeks annual leave after 3 years of service
$4,000 per annum training/personal development allowance
2 days paid study/community service leave per year
1 Day per fortnight work from home.
Subsided gourmet meals for you and your family prepared daily by our resident chef
Relocation costs – We are happy to discuss your costs of relocating to the Gold Coast
Technology -We provide a full work from home setup that mirrors the office – standard is 2 screens plus laptop, with docking stations at both locations, wireless keyboard and mouse, headset.
We use VOIP telephony enabling softphone or mobile access at home.
Employee Wellness Program - We provide a fully subsidised Employee Wellness Program. Team members have confidential access on company time to this service.
Parking - Dedicated or shared covered car park provided (depending on role)
Other Benefits
MWM buys coffee every Friday
Friday afternoon drinks and nibbles from 3pm
We celebrate everyone’s birthdays
Monthly Soft Skill Training with Award winning external provider Swish Sales Coaching
We like to be social and organize regular team events throughout the year – EOFY, Christmas, Melbourne Cup, team building activities, team events, family events.
We like to give back – a range of charity and fundraising events with long-term support to The Sanctuary Refuge (sanctuaryrefuge.com.au)
We have an ethos of Family First
If you are self-motivated, well organised and a team player and 'tick the boxes, apply today for the opportunity to work with our friendly, professional, and progressive team.
About MWM Advisory Pty Ltd
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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