Client Services Coordinator

Walsh Accountants; Gold Coast City; On-site; AUD 60,000 - 85,000; Full time

Job summary

Walsh Accountants on the Gold Coast seeks a proactive Client Services Coordinator to join our long-established, family-owned firm. The role starts as parental leave coverage within the Client Services team, focusing on SMSF support and client onboarding.

It transitions to permanent on completion of the initial period. You will manage SMSF job flow, follow up clients for records and approvals, prepare invoices, and onboard new clients, setting up entities across our systems.

Qualifications

• Previous experience in a Client Services Coordinator or similar role within accounting or professional services.
• Experience supporting SMSF administration and compliance workflows with BGL and auditors.
• Practical experience with ASIC and corporate compliance, entity establishments and business registrations.
• Understanding of accounting-firm workflows and statutory deadlines.
• Strong organisation, attention to detail and ability to manage competing priorities through to completion.
• Confident, professional communication skills and proactive client follow-up.
• Familiarity with FYI, CAS 360, MYOB Practice Management, LightYear or ATO Online services preferred.

Responsibilities

• Manage SMSF job flow from work-in through to lodgement.
• Follow up clients for outstanding records, approvals and signed documents.
• Create and post fees, issue invoices, respond to billing queries, and maintain records.
• Manage end-to-end onboarding for new clients, from engagement to handover to ongoing team.
• Set up clients and entities across internal and external systems with complete records.
• Prepare and lodge ABN, TFN, GST and PAYG registrations.
• Monitor ASIC deadlines and communicate with clients about outstanding information.
• Provide backup reception and telephone support, and other ad hoc administrative tasks.

Skills

Client Services

SMSF administration

Compliance workflows

Communication skills

Organisational skills

Attention to detail

Proactive follow-up

Tools

FYI

CAS 360

MYOB Practice Management

LightYear

ATO Online services

Job description

Permanent full-time | In-house | Gold Coast

Are you a proactive administrative professional ready to step into your next role?

Walsh Accountants is a long-established, family-owned firm supporting Gold Coast businesses since 1976. With 50 years of trusted relationships and a strong market presence, we’re looking for an experienced Client Services Coordinator to join our team on a permanent full-time basis.

For approximately the first 12 months, this role will primarily provide parental leave coverage within our Client Services team, with a focus on SMSF support, client onboarding, ASIC and corporate compliance, and entity establishments. Following this period, the position will continue on a permanent basis, with responsibilities and client allocation transitioning in line with the needs of the broader Client Services team.

Why you'll want to join us

• Permanent full-time position with long-term opportunity
• Work with an established portfolio of SMEs, family groups and high-net-worth clients
• Competitive remuneration package
• A culture that supports work/life balance
• A modern accounting practice with streamlined systems and strong operational support

About the role

As a Client Services Coordinator, you will be responsible for keeping jobs moving, maintaining accurate records, coordinating with clients and external parties, and delivering a professional client experience from initial engagement through to ongoing service.

During the initial parental leave coverage period, your responsibilities will include:

• Manage SMSF job flow from work-in through to lodgement
• Follow up clients for outstanding records, approvals and signed documents
• Create and post fees, issue invoices, respond to billing queries, and maintain accurate job notes, statuses and records
• Manage end-to-end onboarding for new clients, from initial engagement through to handover to the ongoing client team
• Set up clients and entities across internal and external systems, ensuring records are complete and accurate
• Prepare and lodge ABN, TFN, GST and PAYG withholding registrations
• Monitor ASIC deadlines and communicate with clients regarding outstanding information, signatures and compliance matters
• Provide backup reception and telephone support, along with other ad hoc administrative and client service support as required

Following the parental leave period, the role will transition into an ongoing Client Services Coordinator position, with duties and client allocation adjusted to support the broader needs of the firm.

What You'll Bring

• Previous experience in a Client Services Coordinator or similar client services administration role within an accounting or professional services firm
• Experience supporting SMSF administration and compliance workflows, including working with BGL and auditors
• Practical experience with ASIC and corporate compliance, entity establishments and business registrations
• A solid understanding of accounting-firm workflows and statutory deadlines
• Strong organisation, attention to detail and the ability to manage competing priorities through to completion
• Confident, professional communication skills and a proactive approach to following up clients and keeping work moving
• Familiarity with FYI, CAS 360, MYOB Practice Management, LightYear or ATO Online services will be highly regarded