Client Services Coordinator

Pitcher Partners; Newcastle City Council; On-site; AUD 65,000 - 80,000; Full time

Benefits offered by this job

Flexible work arrangements

Paid parental leave

CSR leave

Office near public transport

Wellbeing/physical pursuit subsidy

Job summary

Pitcher Partners Newcastle and Hunter is seeking a Client Services Coordinator to join our accounting team. The role supports daily operations, client data accuracy, and ATO communications to ensure timely, high-quality service for our clients.

You will work with APS, NowInfinity, Xero Tax and other platforms, providing reception coverage and helping improve administrative processes while upholding confidentiality and professional ethics.

Qualifications

• 1–2 years in a similar administrative, client service, or accounting support role preferred.
• Excellent communication and interpersonal skills.
• Maintain and update client information across platforms (APS, NowInfinity, Xero Tax, Tax Agent Portal, ABR, Annature).
• Ability to adapt to change and work in a dynamic environment.

Responsibilities

• Act as the first point of contact for client enquiries via phone, email, and in person (including reception coverage).
• Maintain and update client information across platforms including APS, NowInfinity, Xero Tax, Tax Agent Portal, ABR and Annature
• Undertake recurring database maintenance
• Monitor lodgement due dates and keep the team informed
• Manage job workflow: collate year-end packages and quarterly BAS/IAS for signature, draft bills for approval, update lodgement status, assist with corporate compliance and complete ad hoc tasks
• Work collaboratively with team members to support operational efficiency
• Identify opportunities to improve client service and administrative processes
• Assist with reporting, data tracking, and quality assurance
• Send ATO correspondence through ATOMate
• Contribute to the firm’s front-of-house operations.

Skills

Client service

Communication

Time management

Team collaboration

Tools

APS

NowInfinity

Xero Tax

Tax Agent Portal

ABR

Annature

Job description

Are you an organised, proactive and client focused professional looking to grow your career in a supportive accounting team? We’re looking for a Client Services Coordinator (CSC) to join us and play a key role in delivering exceptional client service and smooth operational workflow.

About Pitcher Partners

Pitcher Partners Newcastle and Hunter is part of a leading network of independent professional advisory firms - the 9th largest advisory network in Australia. We are known for our personal service, quality advice, and innovative, dynamic workplace. Our clients include successful business owners and high net wealth individuals and families. We pride ourselves on building genuine relationships and delivering the highest level of service and attention. Our clients’ successes are personal to us.

Why Join Us?

At Pitcher Partners, we believe success is better shared. Here’s what sets us apart:

Genuine Relationships & Support:We foster a culture of respect and care for one another, our clients, and our communities. You’ll work closely with partners and subject matter experts, and be part of a team that values authenticity, opportunity, and fun.

Growth & Learning:If you have ambition, we enable opportunity. Benefit from development programs, on-the-job training, peer review and study support.

Flexibility & Wellbeing:Enjoy true work-life balance with flexible work arrangements, paid parental leave, volunteering (CSR) leave, and a physical pursuit subsidy. Our modern offices are ergonomic, collaborative, and close to public transport.

Active Pursuit:Support to stay active and healthy - because high performance starts with wellbeing.

About the Role

The Client Services Coordinator is an essential member of our accounting team, supporting daily operations through administration, workflow coordination, compliance assistance and high-quality client service. You’ll ensure the accuracy of client data across multiple systems, manage communication with the ATO, and help the team deliver timely, accurate results for our clients.

Key Responsibilities

Act as the first point of contact for client enquiries via phone, email, and in person (including reception coverage).

Maintain and update client information across platforms including APS, NowInfinity, Xero Tax, Tax Agent Portal, ABR and Annature

Undertake recurring database maintenance

Monitor lodgement due dates and keep the team informed

Manage job workflow: collate year-end packages and quarterly BAS/IAS for signature, draft bills for approval, update lodgement status, assist with corporate compliance and complete ad hoc tasks

Work collaboratively with team members to support operational efficiency

Identify opportunities to improve client service and administrative processes

Assist with reporting, data tracking, and quality assurance

Send ATO correspondence through ATOMate

Contribute to the firm’s front-of-house operations.

About You

1–2 years in a similar administrative, client service, or accounting support role (preferred)

Excellent communication and interpersonal skills

Maintain and update client information across platforms including APS, NowInfinity, Xero Tax, Tax Agent Portal, ABR and Annature

Ability to adapt to change and work in a dynamic environment

Experience interacting with clients on job-related or ad hoc matters

High standards of confidentiality and professional ethics

Ability to work both independently and collaboratively

Strong time management and prioritisation skills

A desire to learn, develop and grow your skills

Alignment with our team values and culture