Client Liaison Officer
Cox Sherlock Accountants
Posted 9 days ago
Client Liaison for Accounting Firm
Starting salary package of $71,000 (inclusive of superannuation)
We are looking for a suitable applicant to work full-time in our Canberra office in Weston Creek, available to start as soon as possible.
About the role:
The Client Liaison plays a vital role within our firm and for our clients; this position is actively involved across several stages of the client workflow and is important in ensuring the client experience is as smooth as possible.
You will engage directly with clients in the initial phases of their work (information collection and preparation) and in the delivery and follow-up of completed work.
Key responsibilities:
Direct and ongoing communication with our clients while we are completing their work.
Coordinate the collection of client information and documents prior to commencement of work.
Support the accounting team by preparing client’s annual and quarterly files before work is commenced.
Prepare and collate completed work and client documents for signature and lodgement.
Manage the automated processes/automations that support your role and responsibilities.
Liaise with the ATO for a variety of client-related matters.
Manage annual ASIC renewals.
About you:
Strong written and verbal communication skills
Highly organised with an attention to detail
Confident using Microsoft Office and other software
Experience in an administrative, client-facing, or customer service role
Ability to work collaboratively
Enjoyment in communicating and building relationships with clients
Ability to follow established processes and procedures and recognise where improvement can be made.
About Cox Sherlock Accountants:
We are a friendly, highly professional public accounting practice that is very much like a General Practitioner of the taxation and accounting profession. The range and diversity of what we do with our clients is what makes the day go so fast, and why we have such strong relationships with all of our clients both small and big.
If you think you are a suitable applicant and would like to join our firm, please send your CV and a brief cover letter to [email protected].
About Cox Sherlock Accountants
Being a great Accountant is all about achieving outcomes for clients. Whether you are looking for personal, superannuation or business taxation advice through to valuing and selling your business and everything in between, it is great outcomes that we strive to achieve for all our clients and we’ve been doing it since 1999.
Don’t take our word for it though; be sure to look at the testimonials from some of the clients we help who come from a wide range of industries in the Canberra region. We don’t think we are your average accountants. Instead, we pride ourselves on taking a great interest in your personal and business success and we think the testimonials reflect that. The fact that 90% of our new clients come as a recommendation from an existing client is important.
If you are looking for outcomes like we achieve for those clients, then we would love to hear from you and have an initial, no-obligation, discussion about your situation and how we might be able to help.
Source: This is an extract from the company's own website.
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