Client Services Administration - Tax Team - Hiring Fast

Stewart, Tracy & Mylon

Helping our team to achieve their personal and professional goals, in a collaborative, team environment is a core business value of STM. We strive to provide our team with progressive opportunities and true work/life balance. Operating for over 50 years, our business is built on trust and equity, with a true open door policy and supportive culture. Best practice systems and processes are supported by best in breed technology.  Central Wodonga location with onsite parking, flexible working hours and interesting, engaging work! 

The Opportunity

Working in our tax team, this position is integral to the provision of exceptional customer service to our clients. You will possess exceptional written and verbal communication skills, have a positive and finishing mentality and be able to work as part of a team, achieving shared goals. Working closely with our accountants, you will be responsible for the day to day admin operations of tax team, including booking client appointments, liaising with clients on the provision of their records for work completion, liaising with the ATO regarding client matters, providing administration support to the tax team, providing backup support to the wider admin team as directed. This position has the potential to move into a dual processing role, where you can learn to input tax returns under the supervision of our accountants. 

Primary responsibilities of this position include:

• Provide exceptional customer service to STM clients and team members 
• Answering calls, making appointments and liaising with clients to assist them to provide information for the preparation and lodgement of income tax and BAS returns
• Liaise with ATO regarding the status of clients' returns
• Data entry
• Maintain the STM databases and update as required
• Client information and records management 
• Act with a teamwork mentality, displaying integrity, accountability and trust
• Demonstrate your exceptional verbal and written communication skills
• Answering calls and providing backup to other admin team members as required
• Assisting with other tasks as required

About You

• Have exceptional written and verbal communication skills
• Have a finish mentality and a willingness to learn
• Be competent in the use of Microsoft Office programs. Be confident to learn new software programs
• Be thorough and have a keen eye for detail
• Must be a team player who likes variety
• Good communication skills;  written and verbal 
• Be available to work full time 9 to 5pm during peak tax times, and then flexibility in start/finish times available as mutually agreed.

About Us

• CPA firm, committed to the development and satisfaction of our team
• Culture built on exceptional customer service and teamwork

Applications via Seek. For more information please call Leasa Brown on 02 6024 1655 or email [email protected]