Client Services Coordinator
3 days ago
Looking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company, and work on something cutting edge? Join our team at Findex as a Client Services Coordinator and help us deliver exceptional service to our valued clients.
Looking for a one-of-a-kind opportunity to grow in a diverse financial services and technology company, and work on something cutting edge?
Join our team at Findex as a Client Services Coordinator and help us deliver exceptional service to our valued clients.
**What will your typical week look like?**
- Communicate with advisors, partners, and staff to ensure exceptional service delivery.
- Perform administrative tasks such as lodging tax returns, managing IRD processing and correspondence, and regular tax reporting.
- Liaise with Inland Revenue and maintain tax agency list, including linking, delinking, return status requirements, monitoring target dates, and ensuring client tax accounts align with Inland Revenue records.
- Work with accounting team members to assist them in servicing client requests and maintaining tax return ledgers.
- Process and manage the issuing of provisional tax and terminal tax reminders in a timely manner and ensure accurate preparation and processing of tax payments while managing work in progress and maintaining accurate client data records.
**More about the Perks**
- Enjoy flexible schedules, work environments, and experiences that suit your lifestyle.
- Social and collaborative team culture, and ongoing learning and development opportunities.
- Join our team and experience a supportive work environment that promotes work-life balance and personal growth.
- This is a fully remote working role with the option of working in a local office
**Let’s talk about you**
- Strong skills in client and stakeholder relationship management
- Accounting experience in public practice or established commercial organisation desired.
- Exceptional written and verbal communication abilities
- Proficiency in conflict resolution techniques
- Highly skilled in task prioritisation and coordination
- Proactive approach to problem-solving and a desire for continual learning and development
**Let’s talk about our team**
- Join a dynamic team of Accountants and Partners
- Enjoy a collaborative work environment that values teamwork
- Receive exceptional support and mentoring to help you excel in your role
**About us**
**Why Findex? #writeyournextchapter**
We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.
We are passionate about what we do and how we do it. Are you motivated by working in a business that puts clients first? Do you want to be part of a team that moves together, operates in a high trust environment, and celebrates success?
**Next Steps?**
**Please note
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