Client Services & Admin Coordinator – Boutique Accounting

seek.com.au; Melbourne; Hybrid; AUD 55,000 - 85,000; Full time

Job summary

Rees Group is a boutique accounting and advisory firm in Melbourne, providing tax, advisory and corporate services to SMEs and private clients. The role focuses on client communications, onboarding, and cross-office administration to ensure smooth operations.

You’ll join a collaborative team with mentorship and development opportunities, working across Cremorne and other offices. A supportive culture emphasizes genuine client relationships and efficient workflows, including offshore

Qualifications

• Experience in accounting or professional services is highly regarded.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Strong organisational skills and ability to manage competing deadlines.
• Customer service mindset with professionalism in all communications.
• Basic computer skills (Outlook, Word, Excel or Google Sheets).
• Positive attitude and willingness to learn.
• Previous experience in an accounting practice is an advantage.
• Ability to work collaboratively within a team.

Responsibilities

• Professionally answer incoming calls and emails.
• Manage multiple shared inboxes.
• Assist with onboarding new clients and input information into systems (ATO Portal, Xero, CAS360).
• Communicate with clients and financial planners regarding deadlines and documentation.
• Follow up on outstanding client documents.
• Provide high-level administrative support across multiple office locations.
• Perform data entry, scanning, electronic filing, and manage incoming/outgoing mail.
• Draft and send engagement letters, ASIC documentation, and general firm correspondence.
• Maintain workflow tracking spreadsheets and monitor task progress.
• Manage compliance authorisations, agent appointments, and user access across tax, software, and banking platforms.
• Work collaboratively with and supervise administrative team members to balance workloads and ensure critical deadlines are met.
• Collaborate closely with Corporate team members to process and fulfill corporate requests.
• Maintain administrative records in strict accordance with firm procedures.
• Liaise with the ATO on behalf of clients and accountants.
• Set up ATO payment plans and apply for lodgement extensions.
• Monitor ATO notices and deadlines.
• Manage linking and unlinking of entities in the ATO portal.
• Upload tax documents and client deliverables to client portals.
• Draft client invoices and assist with billing/payment setup.
• Assist with following up on outstanding debtors and accounts receivable.
• Assist with tax return and BAS preparation checklists.
• Coordinate with our offshore administrative team to maintain seamless workflows.

Skills

Customer service

Communication

Organisational skills

Attention to detail

Teamwork

Microsoft Office / Google Suite

Education

Experience in accounting or professional services

Tools

Xero

CAS360

ATO Portal

Job description

Rees Group is a boutique accounting and advisory firm in Melbourne, providing tax, advisory and corporate services to SMEs and private clients. The role focuses on client communications, onboarding, and cross-office administration to ensure smooth operations.

You’ll join a collaborative team with mentorship and development opportunities, working across Cremorne and other offices. A supportive culture emphasizes genuine client relationships and efficient workflows, including offshore