Receptionist | Accounting Firm

Engage Personnel · Bayside Melbourne VIC · Full time
Posted 29d ago

Receptionist | Accounting Firm

Engage Personnel
$60k - $70k
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KEY POINTS WE FOUND
  • Provide exceptional front-of-house and administrative support.
  • Act as the first point of contact for clients, ensuring a professional experience.
  • Manage client appointments and handle ATO correspondence.

A well-established and professional accounting firm is seeking an experienced Receptionist to join its team in a key front-of-house position.
As the first point of contact for clients, this role will play an integral part in creating a welcoming, professional and positive client experience, while ensuring the day-to-day front-of-house operations of the firm run seamlessly.

This opportunity would suit a bubbly, outgoing and highly organisedReceptionist who enjoys working with people, takes pride in presentation and is confident representing a professional services firm.

The successful candidate will ideally have at least 2 years' experience within an accounting firm, with an understanding of the accounting environment, ATO correspondence and industry-specific software.

The Role:

The successful candidate will be responsible for providing exceptional front-of-house and administrative support while acting as a friendly and professional first point of contact for clients.

Key responsibilities will include:

Reception & Client Service:

  • Answer and direct incoming calls in a professional and friendly manner
  • Welcome clients and visitors and provide a warm, professional experience
  • Prepare refreshments for clients attending meetings
  • Manage client arrivals and notify relevant team members
  • Coordinate client appointments and assist with diary and meeting scheduling
  • Handle general client enquiries and direct technical matters to the appropriate team member
  • Maintain a consistently high level of client service

ATO Correspondence:

  • Monitor ATOmate daily and action incoming ATO correspondence
  • Understand and interpret the nature of ATO notices and correspondence
  • Identify matters requiring further attention and ensure they are appropriately actioned
  • Forward relevant ATO correspondence to clients promptly
  • Escalate notices requiring accountant or Partner attention

Systems & Document Management:

  • Utilise Xero Practice Manager (XPM) for client and practice-related tasks
  • Use FYI Docs to file, manage and retrieve client correspondence and documents
  • Maintain accurate client information and records
  • Assist with scanning, filing and general document management

Front of House & Office Support:

  • Prepare meeting rooms prior to client appointments and reset them afterwards
  • Ensure reception, kitchen and meeting areas remain clean, organised and presentable
  • Receive, open, sort and distribute incoming mail
  • Coordinate outgoing mail and couriers
  • Assist with general office organisation
  • Complete ad hoc administrative tasks to support the smooth running of the firm

 The ideal candidate will be:

  • Experienced: At least 2 years' experience working within an accounting firm is highly desirable
  • Personable: Bubbly, outgoing and confident when interacting with clients
  • Professional: Well-presented and capable of representing the firm with confidence
  • Highly organised: Able to manage competing priorities and keep the office running smoothly
  • Proactive: Someone who takes initiative and doesn't wait to be asked
  • Tech savvy: Comfortable using systems such as XPM, FYI Docs and ATOmate
  • Client-focused: Passionate about creating a positive and professional client experience
  • A team player: Happy to support the wider team and contribute to a positive office environment

What's on Offer:

  • Monday – Friday, 8:30am – 5:00pm
  • Full-time permanent position
  • Opportunity to join an established and professional accounting firm
  • Varied role combining reception, client service and administration
  • Supportive professional environment
  • Opportunity to build long-term relationships with clients and the wider team

Previous experience working as a Receptionist within a public practice accounting firm is essential for this position

Apply now to be considered!! 

To apply for this role, please submit your resume below through the APPLY  button below. Alternatively, you can call Alana Collins on or email at alana.collins@engagepersonnel.com.au  (03) 9077 7491.

All communication will be strictly confidential.

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Skills

0 of 10 matched
AtomateCustomer serviceExcellent communication skillsFyi docsMicrosoft officeOrganisationProactivityReceptionTime managementXero practice manager

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Receptionist | Accounting Firm | Engage Personnel | HIA