Customer Service Representative

Company Description Clear Tax Accountants is one of Australia’s fastest-growing, multi-award-winning accounting and advisory firms, supporting individuals, property investors, business owners, and self-managed super fund members to achieve better financial outcomes. With offices across Melbourne, Sydney, and Adelaide, a team of over 100 professionals provides end-to-end services including taxation, business advisory, investment structuring, property tax planning, bookkeeping, ASIC compliance, business set-ups, and financial planning through aligned entities. The firm is known for clear guidance, strong technical expertise, and a proactive approach that simplifies complex financial and tax rules into practical, results-focused outcomes. Clear Tax has been recognised nationally, including the 2025 Australian Small Business Champion Award and multiple industry accolades for excellence, innovation, and client service, supported by strong values, trusted relationships, and a commitment to education. Through initiatives like ClearBiz, webinars, and workshops, Clear Tax empowers clients with knowledge while pursuing its mission to provide clarity, deliver confidence, and create better financial outcomes for every client.Role Description The Customer Service Representative is a full-time, on-site role based in Williams Landing, VIC. This role focuses on handling inbound and outbound client enquiries via phone, email, and digital channels, ensuring prompt, accurate, and professional responses to questions about services, appointments, and general account information. The representative will log and track interactions in the CRM system, resolve basic issues, escalate more complex matters to relevant team members, and follow up to ensure client satisfaction. Daily tasks include coordinating with accounting and advisory staff, updating client records, managing appointment bookings, and supporting administrative processes that enhance the overall client experience. The role also involves contributing feedback to improve service processes, maintaining a high standard of professionalism, and representing Clear Tax’s values in every interaction.QualificationsStrong client-facing skills in customer service, customer support, and customer satisfaction, with a demonstrated ability to handle enquiries respectfully and efficiently.Experience enhancing customer experience and service quality, ideally in professional services, financial, or accounting environments.Excellent verbal and written communication skills, including confident phone etiquette and clear email correspondence.Proficiency with CRM systems, MS Office or similar tools, and the ability to learn new platforms quickly.High attention to detail, strong organizational skills, and the ability to manage multiple tasks in a fast-paced office setting.Collaborative mindset with the ability to work closely with multidisciplinary teams and maintain confidentiality of client information.Prior experience as a customer service representative or in a similar client service role; exposure to accounting or financial services is an advantage.Relevant certification or qualification in business, administration, or a related field is beneficial