Handle company and trust setups for Australian clients using NowInfinity or similar platforms
Manage corporate secretarial tasks, including company registrations, changes to directors and shareholders, and ongoing ASIC compliance
Review and process ASIC annual statements for all clients
Lodge ASIC changes and updates accurately and on time
Provide day-to-day client administration support and maintain CRM records
Prepare wrapping up letters, invoices, and client documents for sending
Lodge and process Income Tax Returns and Business Activity Statements in ATO Portal
Draft client correspondence for ATO and ASIC matters
Download, organize, and maintain ATO and ASIC documents as requested
Maintain and improve filing systems to ensure proper document organization
Update spreadsheets, databases, and digital records to ensure accuracy and compliance
Handle client correspondence and maintain records to support office efficiency
Prepare reports and presentations using Microsoft Office
Support the team to ensure operations run efficiently and deadlines are met

Minimum 3 years of experience supporting Australian clients in an accounting firm
Strong experience in company and trust setups for Australian clients
Hands-on experience using NowInfinity or similar corporate secretarial platforms
Strong knowledge of ASIC processes and corporate compliance
Experience with ATO Portal, Xero, and XPM
Excellent written and verbal communication skills
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
High attention to detail and accuracy

Client Services Officer

Key skills