Client Services Officer

Narooma; Brisbane; Hybrid; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Structured training and development

Buddy system for onboarding

Recognition & rewards program

Collaborative culture

Job summary

Findex is seeking a proactive Client Services Officer to join our Accounting & Tax team in Grafton, Australia. This full-time, office-based role supports both Business Advisory and SMSF teams, handling tax lodgement, ATO correspondence, and entity setups while coordinating with accountants and staff to ensure superior client service.

The position offers comprehensive training, career development, and a collaborative work culture with recognitions programs.

Qualifications

• Proficiency with Microsoft Office Suite (Outlook, Word, Excel) required.
• Excellent phone etiquette and front-of-house skills for client-facing service.
• Strong team player with collaborative attitude.
• Clear written and verbal communication is essential.
• High attention to detail and time-management abilities.

Responsibilities

• Handle diverse administrative tasks including client communications and document preparation.
• Lodge tax returns and manage ATO/ASIC-related correspondence and entity setups.
• Process orders for SMSF legal documents and coordinate with accountants and staff.
• Deliver exceptional client service and support to Business Advisory and SMSF teams.
• Cover relief receptionist duties as needed.

Skills

Microsoft Suite

Phone manner

Team player

Written & verbal communication

Attention to detail

Tools

Microsoft Office

Job description

Description

We are looking for a proactive and enthusiastic Client Services Officer to join our Accounting & Tax team in Grafton, supporting both our Business Advisory and SMSF teams. This is a full-time office based, permanent position with opportunity to develop and grow with a leading provider of Accounting and Financial Services.

Your role, your contribution!

• Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages


• Keep ASIC requirements on track and set up new entities


• Process orders for SMSF legal documents


• Communicate with accountants, partners and other staff to ensure exceptional service delivery to support them in servicing client requests


• Relief Receptionist duties

The benefits of joining us!

• Exciting career development and ongoing training support


• Be part of our Reward & Recognition Benefits program, celebrating outstanding performance


• Experience a positive and collaborative work culture that fosters innovation and teamwork


• Comprehensive training with a dedicated buddy to guide you.

What you bring to the role

• Demonstrated proficiency using the Microsoft Suite


• Exceptional phone manner and front of house expertise to deliver outstanding customer service and create a welcoming environment


• A genuine team player with a friendly and helpful attitude


• Excellent written and verbal communication skills


• High attention to detail and strong time management skills.

Our Impact: Why Findex?

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our \"Wealth Accountant\" and Family Office models. With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.

For the Community -

The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.

For You -

At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.

For our Customers -

Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best - supporting your growth, your team, and the clients who trust us to make a real difference

For Diversity & Inclusion -

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.