Client Service Coordinator

KeyMoves; City of Melbourne; Hybrid; AUD 65,000 - 75,000; Full time

Job summary

KeyMoves in Melbourne’s East is seeking a Client Services Coordinator to join our growing accounting practice on a full-time basis. The role offers four days in the office and one day of work-from-home, with opportunities to grow the position over time.

You will manage client correspondence, prepare and collate financial statements and tax returns, and support with ASIC compliance and routine practice tasks. A proactive, well-organised mindset is essential.

Qualifications

• Must have 2+ years in an accounting practice.
• Strong communication and client service skills.
• Proficient with practice management and accounting software.
• Highly organised, reliable and self-motivated.

Responsibilities

• Manage client correspondence and ATO communications through ATOmate.
• Assist with the collation and electronic compilation of Financial Statements and Income Tax Returns.
• Follow up with clients for outstanding information and documentation.
• Assist clients with general queries while building strong professional relationships.
• Meet with clients and provide general support.
• Maintain the boardroom and assist with a small number of incoming calls.
• Manage and update client databases and electronic filing systems.
• Assist with ASIC and Corporate Affairs compliance tasks.
• Support the Practice Manager with project work and ad-hoc administrative tasks.

Skills

Communication skills

Client service

Organisational skills

Proactive attitude

Attention to detail

Education

2+ years in an Accounting Practice

Tools

Practice management software

Accounting software

Job description

Our client is a well-established and growing Accounting Firm based in Melbourne's East. They are looking for a Client Services Coordinator to join their team on a full-time basis.

This role will offer a 4 days in the office / 1 day WFH arrangement, with the opportunity to grow and develop the position over time.

Responsibilities:

Manage client correspondence and ATO communications through ATOmate

Assist with the collation and electronic compilation of Financial Statements and Income Tax Returns

Follow up with clients for outstanding information and documentation

Assist clients with general queries while building strong professional relationships

Meet with clients and provide general support

Maintain the boardroom and assist with a small number of incoming calls

Manage and update client databases and electronic filing systems

Assist with ASIC and Corporate Affairs compliance tasks

Support the Practice Manager with project work and ad-hoc administrative tasks

You:

2+ years' experience in a similar role within an Accounting Practice

Strong communication and client service skills

Proficient with practice management and accounting software

Positive and enthusiastic attitude, with the ability to take ownership of your work

Highly organised, reliable and self-motivated

Interested in growing and developing the role over time