Client Services Coordinator

2 days ago

Albion, Queensland, Australia LA Accountants & Business Advisors Full time $50,000 - $80,000 per year

Job Title:
Client Services Coordinator

Location:
Albion, QLD, 4010

Employment
Type: Part Time or Full-time

About Us

We are a boutique accounting and business advisory practice dedicated to delivering personalised, high-quality services that truly make a difference to our clients. Our work is built on strong relationships, clear communication, and a proactive approach to helping clients succeed.

We're looking for an administrative all-rounder who thrives in a close-knit, professional environment and enjoys keeping the office running like clockwork.

Role Overview

As our Client Services Coordinator, you will be the first point of contact for our clients, providing professional, friendly, and efficient support to both our team and the people we serve. You'll manage the day-to-day administration of the practice, assist with client onboarding, support workflow management, and ensure our office systems are organised and effective.

Key Responsibilities

  • Client Service
  • Manage client enquiries and direct them to the right team member.
  • Assist with client onboarding, documentation, and compliance requirements.
  • Maintain client records and files using Xero Practice Manager, SuiteFiles, and other cloud-based systems.
  • Prepare and format correspondence, reports, and documents.
  • Coordinate appointment scheduling and manage the practice calendar.
  • Support the team with lodgement deadlines and ASIC compliance administration.
  • Assist with accounts payable/receivable administration and invoice preparation.

o   Preparing and following up client documentation (e.g. tax returns, BAS, declarations)

  • Liaise with banks, insurance providers, brokers, and super funds to request client information, as well as other accountants and financial advisers.
  • Drafting of official letters
  • Australian Taxation Office: general correspondence, deferral requests, lodgements lists, Division 293, ECC, remission requests etc.

Skills & Attributes

We're looking for someone who:

  • Has strong attention to detail and prides themselves on accuracy.
  • Communicates clearly and confidently (both written and verbal).
  • Is proactive, organised, and able to manage competing priorities.
  • Brings a warm, approachable, and professional demeanor.
  • Is comfortable learning and using cloud-based software.

Experience & Qualifications

  • Previous experience in an administrative role (accounting or professional services preferred).
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Experience with Xero Practice Manager and/or SuiteFiles (highly regarded, but not essential – training provided).
  • Understanding of ASIC (Now Infinity) and ATO compliance processes will be advantageous.

Why Join Us?

  • Be part of a small, supportive team where your work is valued.
  • Flexible work arrangements and a healthy work–life balance.
  • Opportunities for professional growth and skills development.
  • A role where your contribution makes a visible difference to both the team and our clients.

How to Apply

Please send your CV and a short cover letter telling us why you'd be a great fit for this role to

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