Client Services Officer

Programmed GO; City of Brisbane; On-site; AUD 65,000 - 95,000; Full time

Job summary

PERSOL is partnering with a growing accounting practice to recruit an experienced Senior Client Services Officer to join their team. This key support role works closely with accountants, bookkeepers and clients to ensure a seamless client experience and the smooth delivery of compliance and administrative services.

The successful candidate will be highly organised, proactive and confident managing multiple priorities in a professional accounting environment.

Qualifications

• Experience in client services, administration or practice support within accounting.
• Strong client service and administration skills.
• Excellent attention to detail and communication skills.

Responsibilities

• Manage client onboarding and offboarding processes
• Coordinate ASIC and corporate compliance administration
• Liaise with the ATO regarding payment plans, remissions and client matters
• Provide high-level client service and administrative support
• Assist accountants and bookkeepers with day-to-day administration
• Manage corporate secretarial requirements and compliance processes
• Maintain accurate client records and ensure deadlines are met

Skills

Client service

Administration

Time management

Communication

Tools

Xero

Xero Practice Manager

CAS 360

ASIC compliance

Job description

PERSOL is partnering with a growing accounting practice to recruit an experienced Senior Client Services Officer to join their team.

This is a key support role working closely with accountants, bookkeepers and clients to ensure a seamless client experience and the smooth delivery of compliance and administrative services.

The successful candidate will be highly organised, proactive and confident managing multiple priorities in a professional accounting environment.

Key Responsibilities

• Manage client onboarding and offboarding processes
• Coordinate ASIC and corporate compliance administration
• Liaise with the ATO regarding payment plans, remissions and client matters
• Provide high-level client service and administrative support
• Assist accountants and bookkeepers with day-to-day administration
• Manage corporate secretarial requirements and compliance processes
• Maintain accurate client records and ensure deadlines are met

About You

You will bring previous experience in a client services, administration or practice support role within an accounting environment, along with excellent attention to detail and communication skills.

You will ideally have:

• Experience working within an accounting or professional services practice
• Strong client service and administration skills
• Experience with Xero and Xero Practice Manager (XPM)
• Experience with CAS 360 and ASIC compliance
• Confidence liaising with the ATO and external stakeholders
• Excellent organisational and time management skills
• A proactive, solutions-focused approach
• The ability to work autonomously while supporting a broader team

This is an excellent opportunity to join a growing and collaborative accounting practice where you will play an important role in supporting both clients and the wider team.

If you're an experienced Client Services professional looking for your next opportunity within accounting, we'd love to hear from you.