Client Services & Accounting Coordinator: SMSF & Compliance

Walsh Accountants

Gold Coast City

Sur place

AUD 65 000 - 90 000

Plein temps

Il y a 2 jours
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Résumé du poste

Walsh Accountants on the Gold Coast is seeking a Client Services Coordinator to support SMSF administration, client onboarding and ASIC/compliance activities. Initially a 12-month parental leave cover, with a path to a permanent role.

You will manage job flow, maintain records, liaise with clients and external parties, and ensure a professional client experience from engagement through ongoing service. Prior experience in a similar role within accounting is essential.

Qualifications

  • Previous experience as a Client Services Coordinator or similar in an accounting/professional services firm.
  • Experience supporting SMSF administration and compliance workflows with BGL and auditors.
  • Experience with ASIC and corporate compliance, entity establishments and business registrations.
  • Solid understanding of accounting-firm workflows and statutory deadlines.
  • Strong organisation and proactive client follow-up.

Responsabilités

  • Manage SMSF job flow from work-in through to lodgement and onboarding.
  • Follow up clients for outstanding records, approvals and signed documents.
  • Create and post fees, issue invoices, and maintain accurate job notes/records.
  • Manage end-to-end onboarding for new clients from engagement to handover.
  • Set up clients/entities across internal/external systems, ensuring records are complete.
  • Prepare and lodge ABN, TFN, GST and PAYG registrations.
  • Monitor ASIC deadlines and communicate with clients regarding outstanding information.
  • Provide backup reception and telephone support, plus ad hoc admin/client service support.

Connaissances

Client services coordination
SMSF administration
ASIC/compliance
Organisational skills
Communication skills
FYI/CAS 360/MYOB familiarity

Outils

BGL
CAS 360
MYOB Practice Management
FYI
LightYear
ATO Online

Description du poste

Walsh Accountants on the Gold Coast is seeking a Client Services Coordinator to support SMSF administration, client onboarding and ASIC/compliance activities. Initially a 12-month parental leave cover, with a path to a permanent role.

You will manage job flow, maintain records, liaise with clients and external parties, and ensure a professional client experience from engagement through ongoing service. Prior experience in a similar role within accounting is essential.

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