Client Services Officer

About Us

Belinda Jones & Co is a boutique accounting practice with over 25 years of operation, highly regarded for our professionalism, expertise and committed client service. We provide a range of services including tax consulting, business advisory, and self-managed super fund advice and compliance. Our client portfolio includes high-net-worth individuals, small business clients, trusts, partnerships, SMSFs, and family groups.

Our Maroubra Junction office operates on a paperless model where possible, with strong systems and processes to support efficient delivery of client services.

About the Role

We are currently looking for an experienced Client Services Officer to join our team. Key duties will include:

• Providing reception services — greeting clients in person and by phone, and responding to email queries
• Managing the flow of documents in and out of the practice
• Preparing client...