Client Service Officer

About the business

Sentrika is a well-established public practice accounting firm on the Gold Coast. Our services include taxation compliance, financial statement preparation, bookkeeping, corporate restructuring, ASIC corporate compliance and CFO and business advisory services. We are a progressive, technologically advanced firm with a strong client focus. We offer our clients a broad range of professional services and strategies to drive their business forward with purpose and clarity. We have a strong customer-centric focus, and this is our proud difference. Sentrika is a boutique accounting firm with a team of 12. We are committed to providing excellent service to our clients and we invest in our staff through additional training, mentoring and support. 

About the role

The role is a broad and challenging one, with a variety of different responsibilities. This role is a full-time position based in Robina. This position would be well suited to an enthusiastic and self-motivated individual with a keen interest in developing their experience in administration within the accounting and professional services industry. 

This role includes but is not limited to: 

  • Reception duties, operation of switch, firm voicemail services & mail
  • Appointments & calendar maintenance for Managing Director and senior staff 
  • Stationary, amenity and supplier management
  • General client services & administration duties  
  • ATO administration and document lodgement
  • ASIC administration and document lodgement
  • Client on-boarding and new client engagement  
  • Client information requests
  • Preparation of DocuSign client signing packages and forms 
  • Corporate filing & scanning
  • Debtor management

 Benefits and perks

If you like working within a supportive team environment collaborating with a team of proactive accountants and support staff, this role would be perfect for you.  We enjoy regular social activities, offsite engagements and provide regular training and professional development to our staff. Our office has great (free) onsite parking and is easily accessible. 

What you'll need to succeed 

Although we work collaboratively, the ability to work autonomously without distraction is key to this role.  We operate with a strong client focus and pride ourselves on being efficient with our communication. Having strong written and in-person communication skills would be essential for this role as there will be a strong client facing requirement. The ability to be able to manage your time and workflow independently and effectively are also important attributes that the successful candidate must possess.   The role requires a high level of proficiency, attention to detail and the ability to multitask in a high paced environment.  

Software knowledge  

  • Xero XPM (essential) 
  • Xero (essential) 
  • Microsoft Office or Office 365 Suite (essential) 
  • Now Infinity or other ASIC integration software (essential) 
  • ATO Online Services for Agents portal (essential)
  • DocuSign or other digital signing platform (essential)
  • Practice Ignition (preferred, not essential) 
  • FYI Documents (preferred, not essential) 
  • Simple Fund 360 (preferred, not essential) 
  • MYOB (preferred, not essential)  
  • Zoom (preferred, not essential) 

The ideal candidate will have 2 years minimum experience in a similar role within a Public Practice Accounting Firm. Corporate and professional presentation along with excellent communication (written and verbal) are key components to this role and the successful applicant.

If you think you are the ideal person for this role, click "Apply Now" below and attach your cover letter and resume.

Be part of the team.

Join us and become a Sentrika employee.

Apply now Apply now