Client Services Manager

Tate Partners; Melbourne; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible work policy

Paid parental leave

Summer Leave option

Salary reviews

Quarterly incentives

Referral bonuses

Wellbeing budget

Employee assistance program

Free fruit and coffee machine

Social events

Job summary

Tate Partners in Melbourne is seeking a Client Services Manager to keep work moving, inform clients and free up advisors for high-value work. You will service clients from information requests to managing jobs, lodgements and invoicing, working with a Client Services Assistant and reporting to a Director.

You will collaborate with the Practice Manager, Advisors and broader team, ensuring deadlines are met and processes run smoothly in a flexible work environment.

Qualifications

• Experience in accounting or professional services preferred.
• Knowledge of compliance obligations and ATO deadlines.
• Proficiency in MS Office and Xero Practice Manager.
• Strong organizational skills and ability to meet deadlines.

Responsibilities

• Contact clients directly and lead the follow-up to get information to start jobs on time.
• Manage workflow and capacity planning so the accounting team has a steady pipeline of work.
• Run regular workflow meetings with the Advisor team to keep client expectations and business targets on track.
• Own the processes for bringing work into the office, including information requests and allocating work to the team.
• Track jobs through the system and work with the Practice Manager to spot bottlenecks and improve turnaround times.
• Monitor ATO deadlines and the lodgement program throughout the year, and lodge approved client tax forms.
• Take administrative tasks off the Advisors' plates.
• Look for ways to lift team productivity, automate tasks and get more out of our practice management systems and software.

Skills

Client management

Time management

Communication

Relationship building

Data-driven decisions

Collaboration

Tools

Xero Practice Manager

Microsoft Office

Job description

As Client Services Manager, you'll be in the engine room of the firm. You'll keep work moving, keep clients informed and free up our advisors to focus on high-value client work.

You'll Service our clients , from requesting client information and making sure we receive it, through to managing jobs, lodgements and invoicing. You'll work alongside a Client Services Assistant, reporting to a Director and partnering closely with our Practice Manager, Advisors and wider team.

Key responsibilities

Contact clients directly and lead the follow-up to get the information we need to start jobs on time

Manage workflow and capacity planning so our accounting team has a steady pipeline of work

Run regular, structured workflow meetings with the Advisor team to keep client expectations and business targets on track

Own the processes for bringing work into the office, including information requests and allocating work to the team

Track jobs through the system and work with the Practice Manager to spot bottlenecks and improve turnaround times

Monitor ATO deadlines and the lodgement program throughout the year, and lodge approved client tax forms

Take administrative tasks off the Advisors' plates

Look for ways to lift team productivity, automate tasks and get more out of our practice management systems and software

About you

A background in accounting or professional services is highly regarded

Solid understanding of compliance obligations and ATO deadlines

Proficient in Microsoft Office and practice management software (ideally Xero Practice Manager)

Strong organizational and time management skills, with a track record of meeting deadlines and planned results

Confident with clients and able to build good working relationships with people at every level

You follow process, systems and legislative requirements, and make decisions based on data

You enjoy working in a collaborative team and taking ownership

Career development: a personalized career pathway roadmap, regular one-on-one mentoring with a senior leader, monthly learning sessions, and a training and further education plan

Study support: paid study leave and reimbursement of CA/CPA tuition fees and membership fees

Flexibility: a modern flexible work policy with work from home arrangements, flexible start and finish times, paid parental leave, and the option to purchase additional annual leave through our Summer Leave policy

Financial rewards: regular salary reviews with transparent discussions, quarterly team incentives, and staff and client referral bonuses

Wellbeing: $300 each year towards wellbeing activities, confidential counselling through our Employee Assistance Program, optional flu vaccinations, plus fresh fruit and a state-of-the-art coffee machine

Social and community: Friday night drinks, quarterly functions, sporting events and celebrations, and our annual Run For The Kids event supporting the Royal Children's Hospital

About us

Tate Partners is an East Melbourne accounting and advisory firm. We work with business owners, directors and individuals on tax, business advisory, bookkeeping, SMSF, CFO support, succession planning and financial planning. With the right strategy, a clear action plan and expert support, we help our clients make confident decisions about tax and building wealth. Our tagline says it all: Let's make it happen.

Our people come first. We develop talent from within, and we reward excellent performance with greater challenges and opportunities. Our values guide everything we do: Respect, Professional, Honest, Nurture and Educate, Think, Deliver and Own it.