Client Experience & Practice Coordinator

Clear Tax; City of Melbourne; On-site; AUD 55,000 - 75,000; Full time

Job summary

Clear Tax is seeking a Client Experience & Practice Coordinator in Point Cook, VIC. You will be the voice of the practice, handling calls, emails, and client enquiries while coordinating appointments and supporting the accounting team to deliver a smooth client experience.

This role focuses on organisation, timely communication, and professional service, contributing to a busy practice’s daily operations and client satisfaction.

Qualifications

• Experience in administration, reception, or customer service is preferred.
• Strong communication skills on calls and email.
• Able to manage multiple tasks and keep records accurate.

Responsibilities

• Handle high volume incoming calls and emails professionally.
• Provide friendly, professional client assistance and route inquiries to the right team.
• Book and coordinate client appointments; follow up for information and documents.
• Maintain accurate client records and support the accounting team with admin tasks.
• Help create a smooth, organised and professional office environment.

Skills

Phone etiquette

Email correspondence

Client service

Organisation

Team collaboration

Tools

CRM software

MS Office

Job description

Client Experience & Practice Coordinator

Be the voice and first impression of a growing accounting practice

Are you confident on the phone, excellent with emails and naturally good at helping people?

We are looking for a highly organised and energetic Client Experience & Practice Coordinator to join our busy accounting practice in Point Cook, Victoria.

This is much more than a traditional reception role. You will be at the centre of our daily operations—speaking with clients, managing enquiries, coordinating appointments and supporting our accounting team to deliver a smooth client experience.

No two days will be the same. You will need to be comfortable managing a busy phone line, responding to emails, following up documents and keeping things moving.

Be the voice and first impression of a growing accounting practice

Are you confident on the phone, excellent with emails and naturally good at helping people?

We are looking for a highly organised and energetic Client Experience & Practice Coordinator to join our busy accounting practice in Point Cook, Victoria.

This is much more than a traditional reception role. You will be at the centre of our daily operations—speaking with clients, managing enquiries, coordinating appointments and supporting our accounting team to deliver a smooth client experience.

No two days will be the same. You will need to be comfortable managing a busy phone line, responding to emails, following up documents and keeping things moving.

What you will be doing

• Managing a high volume of incoming phone calls and emails.
• Providing professional and friendly assistance to clients.
• Understanding client enquiries and directing them to the right team member.
• Booking and coordinating client appointments.
• Following up clients for outstanding information and documents.
• Maintaining accurate client records and internal systems.
• Supporting accountants and advisers with administrative tasks.
• Assisting with day-to-day office coordination.
• Helping create a positive, organised and professional office environment.

What we are looking for

We are looking for someone who is:

• An excellent communicator with a confident telephone manner.
• Friendly, professional and genuinely enjoys helping people.
• Highly organised and able to manage competing priorities.
• Calm and composed in a fast-paced environment.
• Reliable, proactive and attentive to detail.
• Comfortable using computers, email and office software.
• A quick learner who enjoys working as part of a team.
• Professional and respectful when dealing with confidential information.

Previous experience in administration, reception, customer service or a professional services environment will be highly regarded. Experience in an accounting practice is desirable but not essential.

Why join us

• Join a growing and professional accounting practice.
• Work in a friendly and supportive team.
• Enjoy a varied and client-focused role.
• Receive training and learn about the accounting and professional services industry.
• Build valuable administration, communication and practice-management skills.
• Opportunity for future career progression.

Location

Point Cook, VIC