Client Service & Corporate Services Coordinator

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Overseeing Inbound Communication

• Organizing ATO and other incoming correspondences received

• Facilitating responses from the Manager

• Communicating with clients via email, including relevant attachments and information

• Assisting clients in providing necessary documentation

• Researching client information required by bankers or clients

• Composing accountants' letters

• Coordinating monthly or quarterly obligations for clients

• Managing ATO lodgements including BAS, IAS QPINs to be sent out to clients after receiving instructions from accountants

• Performing additional administrative tasks

• For example, uploading documents for e-signature and filing them, processing bank receipts, and sending completed Superfund financials for auditing.

• Connecting daily to assess open items, prioritize tasks, and deliver results

• Overseeing the formation of companies, trusts, and SMSFs, while maintaining associated documentation.

• Updating ABR & ASIC with various changes such as shareholders, addresses, etc.

• Managing Annual ASIC Review Notices

⛳️ Requirements

• Strong attention to detail

• A high level of maturity and discretion in managing sensitive information

• Ability to multitask, prioritize, and maintain a high level of organization is essential

• Excellent verbal and written communication skills in English

• Self-motivated with the capability to work remotely and manage time efficiently

• Proficient in Microsoft Office Suite, Google Workspace, etc.

• Preferred skills:

• - Experience working in or with an Australian accounting firm is highly valued but not mandatory.

• - Familiarity with Xero Practice Manager, Trello, or similar platforms is advantageous. Experience or ability to utilize AI engines is beneficial.

• - Familiarity or experience with ATO / ASIC matters

🏝️ Benefits

• Opportunity to work in a dynamic environment

• Professional development and growth potential

• Flexible working conditions