At Cooper Partners, you will be rewarded and recognised based on your performance. You will have a purposeful and fulfilling career, whilst being supported by a flexible working culture.
As a Client Liaison Administrator in our taxation, superannuation and accounting business, your impact will be seen by supporting multiple Directors with their client engagements.
Building strong relationships with clients:
Building strong relationships with client delivery teams;
Harness you organisational skills to effectively manage the firm’s client engagement workflow and scheduling;
Embracing new technologies and work practice improvement initiatives;
Assistance with team functions and marketing events.
About us
Cooper Partners offers a rewarding career path for exceptional, motivated, and entrepreneurial people.
Quality people are the foundation of our firm. At Cooper Partners, we have assembled a unique group of talented individuals who share a common vision of working together to deliver the right solution to our clients. This has enabled us to become one of the most respected independent tax and accounting firm.
We have an award-winning workplace culture which taps into the fullest potential of all our employees promoting excellence combined with flexible work arrangements.
We currently are in the market for an experienced Client Services Co-ordinator to provide high level administrative support to the professional accounting staff and to act as a liaison between professional accounting staff and clients and the broader administrative team.
The Role
The Client Liaison Officer runs our centralised client service function. Our managers and senior consultants rely on you to get engagements finalised, keep lodgements on track and deal with the ATO and ASIC, so their time goes into advisory work. You’ll deal directly with clients, the ATO and other service providers. You’ll be the person the practice trusts to keep everything moving.
Duties & Responsibilities
In this role you will be working with an existing CLO team and will be liaising directly with staff and our clients with respect to the smooth running of our corporate services. Duties will include:
Finalising engagements: collating financials and tax returns into final packages, then preparing transmittal letters, issue letters and other client correspondence.
ATO lodgements through ELS: income tax returns, BAS, annual IAS, FBT and extension requests.
Lodgement program: maintaining it and keeping staff up to date on upcoming due dates.
ATO portal work: PAYG instalments, statements of account, payment plans, GIC remission requests, and updating client details on the ATO portal and ABR.
ATO correspondence: managing NOAs, audit letters, excess contribution notices and registration letters, and calling the ATO on client queries.
Registrations: TFN, ABN and GST applications through the ABR.
Corporate secretarial: ASIC annual reviews, company statements, registered office records, and working with our shelf company providers on new companies and lodgements.
Client requests: responding to client document and information requests directed by staff.
Skills & Knowledge
At least 4 years’ experience in an Australian public accounting practice, in a client service, lodgement or practice support role
Confident with ELS, the ATO Online Services for Agents portal and the ABR
Working knowledge of ASIC corporate secretarial requirements
Highly organised, with a sharp eye for deadlines and detail
Comfortable with clients, the ATO and every level of practice staff
A can-do, co-operative attitude that puts client service first
Experience with Xero Practice Manager is a plus
Advanced computer skills in Microsoft Office Suite
High level written and verbal communication skills
Must have experiencing liaising with ASIC and the ATO
Life at Cooper Partners
Our culture is something we are proud of. We have been recognised as Employer of the Year and Best Boutique Firm. We support you through coaching, flexible working arrangement and continual learning so you can realise your potential. We achieve this through living our corporate values of Leadership, Unity, Commitment, Integrity and Excellence.
All applicants will be required to provide identification and proof of working rights in Australia.
Cooper Partners is an Equal Opportunity Employer.
Applicants MUST have the right to work in Australia
What can I earn as a Client Liaison Officer
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