Client Services Coordinator

Are you an experienced administrator looking for an exciting opportunity to work with a dynamic Accounting and Tax advisory firm? Full time with possible part time option.

Our firm is growing rapidly through a combination of acquisition and organic growth. With our most recent acquisition having commenced in July 2025, we are currently expanding the team for the next chapter of growth. As part of this, we are currently looking to hire an experienced client coordinator or administrator. Preferably with experience in an accounting and tax firm.

How do you feel about joining a firm that were finalists in the 2024 Australian Accounting Awards across five prestigious categories being…

• Boutique Firm of the Year
• Wellness Program Initiative of the Year (for employees)
• Regional Suburban Firm of the Year
• New Partner of the Year
• Property Specialist Accountant of the Year

Interested? Then read on, watch our welcome video below and join our team

Us

360 Partners is an accounting and advisory firm that services a wide range of clients. We have a strong focus on technology and cloud computing which assists us in providing outstanding service and value to our clients. Our office is based in Camberwell Victoria.

Forget everything you know about traditional accounting firms as 360 Partners operates very differently from the conventional practice model. There is no old school culture. No suit and tie. No spending hours commuting through CBD traffic. No pointless meetings. No unreasonable clients. Just smart people achieving first class outcomes for clients and building great careers in the process. 

360 Partners offers the following opportunities and benefits for the successful applicant:

• We are looking to develop our client support function including use of our offshore team members.
• To expand your skillset using the latest cloud practice software and AI tools.
• Work with dynamic clients in growing businesses in a wide range of industries.
• Great office and facilities. Free parking and public transport within a few hundred metres.
• Most importantly - lots of laughs and a great work/life balance (including optional wellbeing fitness classes during business hours and additional firm "wellbeing days" off throughout the year)

You - Role Overview

As a Client Services Administrator, you will be working with our existing Client Services Coordinator as a major point of contact for our clients and play a pivotal role in ensuring the smooth operation of our practice. You'll participate in high-priority client-facing and back-office tasks, maintain accurate client records, coordinate shared resources, and support both client onboarding and offboarding processes. Your proactive approach will help deliver an exceptional client experience and keep our office running smoothly.

Key Responsibilities

• Database Management: Maintain and accurately update client records—including addresses, emails, and removals—using CAS 360, XPM, and ATO Portal.
• Debtors Management & Receipts: Generate invoices, allocate and reconcile payments, and follow up on overdue accounts in Xero.
• Inbound Phone & Email Support: Answer and triage Zoom calls and general enquiries, routing each request to the appropriate team member.
• Onboarding New Clients: Prepare welcome packs, Tax Agent onboarding, ASIC CAS 360's Verification Stack. (95% of our documentation is paperless / digital including e-signing).
• ATO Lodgements: Assist with electronically lodging BAS, IAS, FBT, and payroll tax returns in Xero/XPM.
• Offboarding Clients: Finalise billing, remove clients from active systems.
• Greeting Clients: Greeting of clients for face-to-face meetings,
• Office Facilities: Maintenance of office supplies, staff amenities and facilities

Skills & Qualifications

• Experience: 1–3 years in an administrative or client-services role, ideally within an accounting practice.
• Systems Knowledge: Hands-on experience with CAS 360, Xero Practice Manager (XPM), ATO Portal, Zoom Phone, and standard verification/onboarding tools preferred.
• Communication: Clear, professional written and verbal communication.
• Attention to Detail: Strong accuracy, record-keeping, and follow-up skills.
• Customer Focus: Ability to build rapport and deliver a high level of client service.
• Team Player: Collaborative attitude with the ability to work independently when required.
• Compliance Awareness: Basic understanding of ATO lodgement requirements and strict confidentiality obligations.

Only applications via SEEK will be accepted (no direct email, mail or phone).