Client Services Officer

Tate Partners; Melbourne; Hybrid; AUD 65,000 - 75,000; Full time

Benefits offered by this job

Flexible work policy (work from home)

Study support (CA/CPA)

Wellbeing allowance

Staff events

Job summary

Tate Partners is seeking a Client Services Officer in East Melbourne to keep work moving, inform clients, and free up advisers for high-value work. You’ll service clients from information requests to managing jobs, lodgements and invoicing, partnering with Advisors and the Practice Manager.

You’ll contribute to productivity through process improvements, compliance focus, and strong client relationships, with flexible work options and ongoing professional development.

Qualifications

• Background in accounting or professional services is preferred.
• Understanding of compliance obligations and ATO deadlines.
• Proficient in Microsoft Office and practice management software.
• Strong organizational and time management skills with deadlines.
• Able to build good client relationships.
• Data-driven decision making and compliance focus.

Responsibilities

• Contact clients directly and lead follow-up to start jobs on time.
• Manage workflow and capacity so the accounting team has a steady pipeline of work.
• Run structured workflow meetings with the Advisor team to keep client expectations and targets on track.
• Own processes for bringing work into the office, including information requests and allocating work.
• 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

Microsoft Office

Practice management software

Time management

Client relationship building

Collaborative teamwork

Data-driven decisions

Education

Accounting background

Professional services experience

Tools

Xero Practice Manager

Job description

As Client Services Officer, 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 Officer , 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.