The Client Services Coordinator role is based in Shepparton at a local Public Practice Accounting Firm. 

We are looking for someone with a great can-do attitude and the ability to multi-task and have great time management skills.

The position involves: 

• Liaising with clients and assisting with coordination of firm workflow
• Maintaining client database
• Internal systems process improvement, Systems writing and updating 
• Appointments Management (meetings and calls) with clients, prospects and others
• Following up with the client accounts 
• Dealing with client tax office correspondence, including forwarding as required 
• Preparing checklists of information required for clients
• Reviewing and checking client documents
• Scanning client’s information before the job is started  
• Contacting clients for any missing information 
• Advising on any income tax assessments variations
• Printing and binding of finalised documents 
• ATO Lodgments 
• Office workflow
• Scheduling annual work to meet client needs and achieve efficient resource management
• Monitoring workflow

For more information about this role please email Tracey Toy ttoy@monarchpersonnel.com.au.

To apply for this role please email your current resume, a cover letter and three current referees to Tracey Toy ttoy@monarchpersonnel.com.au