Client Services Manager - Hiring Urgently - Part-Time

Company Overview

BMR Tax Advisory is a boutique accounting and advisory firm dedicated to providing comprehensive financial services to businesses and individuals across Australia. 

With a focus on delivering tailored solutions and personalized attention, we strive to help our clients navigate the complexities of tax laws and regulations while maximizing their financial success.

We are a fully cloud-based business that offers ongoing opportunity, training and professional development with flexible employment arrangements and 100% remote working.

We have a growing referral base and have enjoyed consistent year on year growth.

About the role

We are seeking a skilled and experienced Client Services Manager to join our team on a part time basis working approximately 25 hours a week. The ideal candidate would have experience in a fast-paced environment controlling the administration operations of the firm. 

This role requires excellent time management skills, an eye for detail and strong communication skills. 

This role is ideally suited to a confident self-starter, who is comfortable with working from home 100% of the time, including someone returning to the workforce after a career break, or those wishing to work school hours.  

Responsibilities:

• Organize and maintain paper and electronic files, ensuring accuracy and confidentiality.
• Provide general administrative support, including answering phone calls, responding to emails, and managing correspondence.
• Prepare and distribute documents, reports, and presentations as requested.
• Assist with data entry, record-keeping, and database management tasks.
• Perform other administrative tasks and special projects as assigned.
• ASIC corporate secretarial duties.

Experience:

• Proven experience in an administrative role, preferably in an accounting or financial services environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and other office software.
• Excellent communication skills, both verbal and written, with the ability to interact professionally with colleagues and clients.
• Strong organizational skills, with the ability to prioritize tasks and manage time effectively.
• Detail-oriented with a high level of accuracy in work output.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Ability to manage multiple priorities and meet deadlines in a fast-paced, dynamic environment.
• Professional demeanour and a dedication to upholding ethical standards and client confidentiality.
• Working with cloud-based Accounting and Tax software would be an advantage, however comprehensive training would be provided.