Client Services & Admin Specialist — Accounting Firm

Tnm Advisory Trust; City of Melbourne; On-site; AUD 55,000 - 70,000; Full time

Benefits offered by this job

Career progression

Friendly team

Training provided

Modern office

Coffee available

Bike storage & showers

Job summary

Tnm Advisory Trust in Preston, Melbourne, is seeking a bright, reliable client services assistant to join our accounting and advisory firm.

You will act as the primary liaison between clients and the accounting team, manage client onboarding and engagements, and support processing such as ABN/TFN applications, ASIC filings, and ATO lodgements. The role offers training and a modern, open-plan office with great coffee and facilities.

Qualifications

• 12+ months experience in an accounting practice.
• Proficient with Xero Practice Manager.
• Experience maintaining/updating company records with ASIC and using ATO Portal.
• Excellent verbal and written communication with clients and team.
• Positive, enthusiastic, reliable and self-motivated.

Responsibilities

• Serve as a primary liaison between clients and the accounting team, ensuring smooth communication and exceptional service.
• Manage client onboarding and engagements.
• Incorporate new entities for clients, handling ABN and TFN applications.
• Corporate secretarial tasks including ASIC filing and preparation of ASIC forms.
• Liaise with ATO and manage ATO lodgements.
• Maintain accurate records and support administrative duties to improve workflow.
• Seek opportunities to improve processes and client experience.
• Schedule meetings, bookings, filing, printing & scanning.

Skills

Verbal comms

Written comms

Organizational skills

Attention to detail

Adaptability

Initiative

Problem-solving

Reliability

Tools

Xero Practice Manager

Job description

Tnm Advisory Trust in Preston, Melbourne, is seeking a bright, reliable client services assistant to join our accounting and advisory firm.

You will act as the primary liaison between clients and the accounting team, manage client onboarding and engagements, and support processing such as ABN/TFN applications, ASIC filings, and ATO lodgements. The role offers training and a modern, open-plan office with great coffee and facilities.