Client Services Coordinator | Accounting

Walsh Accountants; Gold Coast City; On-site; AUD 65,000 - 90,000; Full time

Job summary

Walsh Accountants on the Gold Coast is seeking a Client Services Coordinator to support SMSF administration, client onboarding and ASIC/compliance activities. Initially a 12-month parental leave cover, with a path to a permanent role.

You will manage job flow, maintain records, liaise with clients and external parties, and ensure a professional client experience from engagement through ongoing service. Prior experience in a similar role within accounting is essential.

Qualifications

• Previous experience as a Client Services Coordinator or similar in an accounting/professional services firm.
• Experience supporting SMSF administration and compliance workflows with BGL and auditors.
• Experience with ASIC and corporate compliance, entity establishments and business registrations.
• Solid understanding of accounting-firm workflows and statutory deadlines.
• Strong organisation and proactive client follow-up.

Responsibilities

• Manage SMSF job flow from work-in through to lodgement and onboarding.
• Follow up clients for outstanding records, approvals and signed documents.
• Create and post fees, issue invoices, and maintain accurate job notes/records.
• Manage end-to-end onboarding for new clients from engagement to handover.
• Set up clients/entities across internal/external systems, ensuring records are complete.
• Prepare and lodge ABN, TFN, GST and PAYG registrations.
• Monitor ASIC deadlines and communicate with clients regarding outstanding information.
• Provide backup reception and telephone support, plus ad hoc admin/client service support.

Skills

Client services coordination

SMSF administration

ASIC/compliance

Organisational skills

Communication skills

FYI/CAS 360/MYOB familiarity

Tools

BGL

CAS 360

MYOB Practice Management

FYI

LightYear

ATO Online

Job description

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