Client Services Officer

PKF Australia Limited; City of Melbourne; On-site; AUD 55,000 - 75,000; Full time

Job summary

PKF Melbourne is seeking an organised administrator to support accounting and advisory services. Responsibilities include invoicing, AML/KYC checks, document control, corporate secretarial tasks, and liaising with clients and Partners.

The role also covers ATO lodgements and preparation of financial statements and tax returns, with emphasis on confidentiality and professionalism. The successful candidate will have experience in professional services, exposure to corporate secretarial functions,

Qualifications

• Experience in an accounting, legal, financial services, or professional services environment.
• Exposure to corporate secretarial functions and ASIC compliance requirements.
• Experience handling ATO correspondence and lodgement processes.
• Familiarity with AML/KYC obligations and client onboarding processes.

Responsibilities

• Preparing and processing client invoices in accordance with engagement terms and firm billing procedures.
• Completing AML/KYC checks and client due diligence requirements.
• Managing document control, scanning, filing, mail management, and electronic record keeping.
• Coordinating corporate secretarial services, including incorporations, ASIC changes and maintaining statutory records.
• Maintaining share registers and unit trust registers.
• Liaising with clients, Partners, lawyers, and external stakeholders.
• Processing ATO lodgements and monitoring compliance deadlines.
• Assisting with the preparation and collation of financial statements and tax returns.
• Ensuring documentation is signed, completed, and uploaded to platforms.
• Managing outbound communications with the ATO to assist with client matters.

Skills

Administration

AML/KYC

ATO lodgements

Corporate secretarial

MYOB AE

Stakeholder liaison

Tools

MYOB AE

Job description

Established in 1962, PKF Melbourne is a full-service accounting and advisory firm providing expert advice to private businesses, professionals, and individuals. As part of the global PKF network, we combine international expertise with local knowledge. We pride ourselves on our collaborative and inclusive culture, offering strong mentoring, training, and career development opportunities for our people.

About the Role

As a key member of our team, your responsibilities will include:

• Preparing and processing client invoices in accordance with engagement terms and firm billing procedures
• Completing AML/KYC (Anti-Money Laundering and Know Your Client) checks and client due diligence requirements
• Managing document control, scanning, filing, mail management, and electronic record keeping
• Coordinating all aspects of corporate secretarial services, including company incorporations, ASIC changes and maintaining statutory records
• Maintaining and updating share registers and unit trust registers
• Liaising with clients, Partners, lawyers, and other external stakeholders
• Processing ATO lodgements and monitoring compliance deadlines
• Assisting with the preparation and collation of financial statements and tax returns
• Ensuring documentation is signed, completed, and uploaded to relevant platforms in a timely manner
• Managing outbound communications with the ATO to assist with client matters

Skills & Experience

Ideally, you will bring:

• Previous administration experience within an accounting, legal, financial services, or professional services environment
• Exposure to corporate secretarial functions and ASIC compliance requirements
• Experience managing ATO correspondence and lodgement processes
• Familiarity with AML/KYC obligations and client onboarding processes
• Experience using MYOB Accountants Enterprise (AE) or similar practice management software highly regarded
• Handling highly confidential information with professionalism and discretion

About You

To be successful in this role, you will possess:

• Exceptional organisational and time management skills, with the ability to manage multiple priorities and competing deadlines
• Strong attention to detail and a commitment to accuracy
• Excellent written and verbal communication skills
• A professional and confident approach when dealing with senior stakeholders and clients
• A strong sense of accountability and commitment to providing exceptional client service
• The ability to maintain confidentiality and exercise sound judgment

Why Join Us?

• Work alongside experienced professionals in a collaborative and supportive environment
• Diverse and interesting role with exposure to a broad range of clients and business structures
• Ongoing learning and professional development opportunities
• Positive team culture with opportunities for growth and career progression