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Client Services Coordinator

u&u Recruitment Partners - Brisbane City, QLD

Source: uWorkin


  • Accounting industry
  • $55,000 – $60,000 + Super
  • Permanent role

Who are u&u?

At u&u, we aim to connect job-seeking candidates with organisations that are going through growth or team changes. The consultants work with companies across a wide range of industries and we represent candidates for temporary, contract and permanent employment.

Who are we partnering with?

For this Client Services Coordinator opening, u&u are partnering with a well-established accounting firm based in the CBD. They have recently moved offices for more space and they are continuing to grow even further!

All about the position?

  • Tax Administration and Support
    • Booking of tax meetings;
    • File management for individuals and entity groups; including but not limited to: client follow ups, compilations and information requests;
    • Lodging forms within the ATO portal;
    • Liaising with the ATO department regarding client situations; as and when they arise; and
    • Remission requests.
  • General Administration / Onboarding of Clients
    • Reception assistance when required;
    • Liaising with Superfunds for client summaries and account information relevant to the financial year;
    • Deferral / lodgement lists;
    • Monitoring job flow for clients and accountants;
    • General client correspondence;
    • Third party authorities requests;
    • Drafting new client proposals;
    • Extensive knowledge of relevant systems including; TAP, XPM and Practice Ignition; and
    • Creating / updating annual billing jobs.

Who is the ideal candidate?

The ideal candidate will be committed to excellence and continuously looking to improve. You will also have:

  • Demonstrated experience within an accounting firm;
  • Eagerness to learn and get up to speed quickly;
  • Ability to work under pressure and ensure deadlines are met;
  • Eagerness to take ownership and work closely with colleagues;
  • Proactive attitude and ability to use initiative; and
  • Intermediate level of Excel and MS Office.

Similar opportunities?

At u&u we generally have many similar opportunities that we may not advertise. If you have an interest in other roles similar to this, but may not fill all of the criteria or are looking for something slightly different, we always recommend putting in an application! Your resume will always be viewed and if we can assist with your job hunt, we will give you a call to further discuss exactly what you’re looking for.

For more information please call Georgina Howlett at u&u on 07 3232 9156, quoting reference number 12484. Alternatively, to submit an application, please click below.

Please submit your resume in Word format only.