Client Services Administrator - Chartered Accounting Firm | Sunshine Coast

Clarke McEwan Accountants and Business Advisors; Maroochydore; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Cotton Tree waterfront location

Supportive team culture

Modern cloud-based systems

Job summary

Clarke McEwan Accountants and Business Advisors in Maroochydore on the Sunshine Coast is seeking a Client Services Administrator. You will greet clients, manage calls, and support accounting staff with day-to-day admin across ASIC/ATO tasks and document preparation.

The role offers variety in a boutique public practice, with a modern cloud-based, paperless environment and opportunities for long-term development within the firm.

Qualifications

• Experience in a public practice accounting environment or professional services.
• Ability to manage client documentation and ASIC/ATO administration.
• Strong organisational skills and attention to detail.

Responsibilities

• First point of contact for clients with a professional, friendly manner.
• Manage front-of-office reception and incoming calls.
• Support accountants with day-to-day administrative tasks.
• Prepare and distribute client documentation via digital signature platform.
• Handle electronic correspondence and client communications.
• Process ATO lodgements and ASIC compliance administration.
• Assist with company and trust registrations and maintenance.
• Create and manage workflow tasks in the practice management system.
• Maintain confidential client records and liaise with government departments.

Skills

Strong administration and organisation

Attention to detail and accuracy

Professional telephone manner

Written and verbal communication

Time management and multitasking

Tools

Xero Practice Manager (XPM)

Microsoft Office 365

Job description

Client Services Administrator - Chartered Accounting Firm | Sunshine Coast

Clarke McEwan Accountants and Business Advisors – Maroochydore QLD

Join a respected Sunshine Coast accounting firm where no two days are the same.

About Clarke McEwan Accountants & Business Advisors

Clarke McEwan Accountants & Business Advisors is a well-established Chartered Accounting firm located in the heart of Maroochydore on the beautiful Sunshine Coast. For over 25 years, we have been helping business owners, professionals and investors achieve their financial and business goals through personalised accounting, taxation and business advisory services.

We pride ourselves on delivering exceptional client service and building long-term relationships with our clients. As a boutique firm, every team member plays an important role in our success, and we value professionalism, initiative, teamwork and a positive attitude.

We are currently seeking an experienced Client Services Administrator to become an integral part of our team.

About the Role

This is a diverse and rewarding role ideally suited to someone with experience in a public practice accounting environment who enjoys both client interaction and administrative responsibilities.

We are looking for a genuine team player who is happy to assist across all areas of the practice. One moment you may be welcoming clients and managing incoming calls, while the next you may be assisting with ASIC compliance, workflow management, client correspondence, ATO administration or document preparation.

This role offers variety, responsibility and the opportunity to become a valued member of a close-knit professional team.

Key Responsibilities

• Providing a professional and friendly first point of contact for clients
• Managing front-of-office reception and incoming telephone enquiries
• Supporting accountants and management with day-to-day administrative tasks
• Preparing, collating and distributing client documentation via our digital signature platform
• Managing electronic correspondence and client communications
• Processing ATO lodgements and correspondence
• Assisting with ASIC compliance administration
• Assisting with company and trust registrations and maintenance
• Creating and managing workflow tasks within our practice management system
• Maintaining confidential client records and documentation
• Liaising with government departments including the ATO and ASIC
• Assisting with debtor management and client follow-up
• General office administration and practice support

About You

• Previous experience working within an accounting or professional services firm
• Strong administration and organisational skills
• Excellent attention to detail and accuracy
• A professional and confident telephone manner
• Outstanding written and verbal communication skills
• Strong time management and multitasking abilities
• A proactive attitude and willingness to take ownership of tasks
• A high level of professionalism, discretion and confidentiality
• Strong technology skills and the ability to learn new systems
• The ability to work independently and as part of a team

Experience That Will Be Highly Regarded

• Public practice accounting administration experience
• ASIC compliance administration
• Company and trust registrations
• ATO correspondence and lodgement processes
• Workflow and practice management systems
• Debtor management and client follow-up
• Xero Practice Manager (XPM)
• Microsoft Office 365 including Outlook, Word, Excel and Teams

While experience with the above software is desirable, applicants with strong public practice administration experience and the ability to learn new systems are encouraged to apply.

Why Join Clarke McEwan?

• Established and respected Sunshine Coast accounting firm
• Beautiful Cotton Tree waterfront location
• Supportive and friendly team culture
• Varied role with exposure to all aspects of practice administration
• Modern cloud-based and paperless systems
• Opportunity to develop valuable public practice administration skills
• Long-term career opportunity within a stable and growing firm
• Convenient location close to cafes, shops and local amenities

Remuneration

An attractive salary package will be negotiated based on the skills, experience and value the successful applicant brings to the role.

For more information about our firm, please visit www.clarkemcewan.com.au

All applications will be treated with the strictest confidentiality. Only successful applicants will be contacted.