Client Onboarding & Admin Specialist - Accounting

Charterhouse Partnership; Geelong; On-site; AUD 85,000 - 105,000; Full time

Job summary

Charterhouse Partnership in Geelong is seeking an experienced Administration Support / Client Services Officer to join a long-established accounting and advisory firm. The role focuses on onboarding new clients, regulatory administration, and day-to-day support across the business, reporting to Directors and the wider team.

With 5+ years in EA/Client Services within public practice, you will handle ASIC/ATO compliance, maintain CRM records, and coordinate the onboarding lifecycle.

Qualifications

• Minimum 5 years' experience in an EA, Client Services or similar role within a public practice accounting or professional services environment.
• Experience with ASIC, the ATO and regulatory compliance requirements.
• Strong client relationship and communication skills.
• Excellent organisational skills with the ability to manage competing priorities.
• Experience using accounting and practice management systems such as Xero Tax, XPM, FYI, CAS 360, ASIC Edge, ATO Tax Agent Portal or similar.
• A professional, collaborative and client-focused approach.

Responsibilities

• Manage the end-to-end client onboarding process.
• Complete electronic identity verification checks and maintain onboarding documentation.
• Prepare and manage ASIC Annual Company Statements and related invoices.
• Process company updates including director, address and company detail changes.
• Liaise with the Australian Taxation Office (ATO) on behalf of clients.
• Maintain accurate client records across CRM and document management systems.
• Prepare correspondence, handle mail and support general office administration.
• Provide administrative support to Directors, Executive Assistants and the wider team.
• Assist with process improvements and ensure efficient office operations.

Skills

Executive Assistant

Client Services

Administration

Public practice accounting

Tools

Xero Tax

XPM

FYI

CAS 360

ASIC Edge

ATO Tax Agent Portal

Job description

Charterhouse Partnership in Geelong is seeking an experienced Administration Support / Client Services Officer to join a long-established accounting and advisory firm. The role focuses on onboarding new clients, regulatory administration, and day-to-day support across the business, reporting to Directors and the wider team.

With 5+ years in EA/Client Services within public practice, you will handle ASIC/ATO compliance, maintain CRM records, and coordinate the onboarding lifecycle.