Client Services Officer - Public Practice Accounting

Charterhouse; Melbourne; On-site; AUD 85,000 - 95,000; Full time

Job summary

Charterhouse is seeking a dedicated Client Services Officer for its Frankston-based public practice accounting team. You will support client services, accounting administration and corporate compliance, drawing on 3+ years' public practice experience and expert knowledge of Xero Practice Manager (XPM).

In this role you will manage client onboarding, invoicing and documentation, collaborate with Directors, and help maintain accurate corporate records while ensuring high-quality service for

Qualifications

• 3+ years of public practice accounting experience.
• Expert-level knowledge of Xero Practice Manager (XPM).
• Experience with invoicing, tax document collation and client administration.

Responsibilities

• Managing client onboarding, including collection and verification of identification and documentation.
• Coordinating invoicing, tax document collation and client correspondence.
• Utilising Xero Practice Manager (XPM), FuseSign and ATOmate to support daily operations.
• Managing ATO-related matters and liaising with the ATO regarding client tax processes and assessments.
• Preparing and managing annual company statements, ASIC invoices and follow-ups.
• Assisting with company changes and maintaining accurate corporate records.
• Providing administrative support to Directors and the wider accounting team.
• Maintaining CRM records and ensuring documents are saved, organised and filed.
• Supporting general office operations and identifying opportunities to improve administrative processes.

Skills

Public practice accounting

Client communication

Organisational skills

Autonomy

Tools

Xero Practice Manager (XPM)

FuseSign

ATOmate

Job description

Client Services Officer - Public Practice Accounting

Client Services Officer – Public Practice Accounting

Location: Frankston, VIC
Salary: $85,000–$95,000 + superannuation
Employment Type: Full-time

Are you an experienced accounting professional with a strong background in public practice and a passion for client service? We’re seeking a highly organised and proactive Client Services Officer to join a well-established accounting firm based in Frankston.

This is an excellent opportunity for someone with at least three years of public practice experience who enjoys working across client services, accounting administration and corporate compliance.
The Role Working closely with the Directors and wider team, you will play a key role in ensuring the smooth day-to-day running of client services and accounting administration.

Key responsibilities include:

• Managing client onboarding, including collecting and verifying identification and supporting documentation.
• Coordinating invoicing, tax document collation and client correspondence.
• Utilising Xero Practice Manager (XPM), FuseSign and ATOmate to support daily operations.
• Managing ATO-related matters and liaising with the ATO regarding client tax processes and assessments.
• Preparing and managing annual company statements, ASIC invoices and follow-ups.
• Assisting with company changes and maintaining accurate corporate records.
• Providing administrative support to Directors and the wider accounting team.
• Maintaining CRM records and ensuring documents are accurately saved, organised and filed.
• Supporting general office operations and identifying opportunities to improve administrative processes.

Client Services Officer – Public Practice Accounting

Location: Frankston, VIC
Salary: $85,000–$95,000 + superannuation
Employment Type: Full-time

Are you an experienced accounting professional with a strong background in public practice and a passion for client service? We’re seeking a highly organised and proactive Client Services Officer to join a well-established accounting firm based in Frankston.

This is an excellent opportunity for someone with at least three years of public practice experience who enjoys working across client services, accounting administration and corporate compliance.
The Role Working closely with the Directors and wider team, you will play a key role in ensuring the smooth day-to-day running of client services and accounting administration.

Key responsibilities include:

• Managing client onboarding, including collecting and verifying identification and supporting documentation.
• Coordinating invoicing, tax document collation and client correspondence.
• Utilising Xero Practice Manager (XPM), FuseSign and ATOmate to support daily operations.
• Managing ATO-related matters and liaising with the ATO regarding client tax processes and assessments.
• Preparing and managing annual company statements, ASIC invoices and follow-ups.
• Assisting with company changes and maintaining accurate corporate records.
• Providing administrative support to Directors and the wider accounting team.
• Maintaining CRM records and ensuring documents are accurately saved, organised and filed.
• Supporting general office operations and identifying opportunities to improve administrative processes.

About You

• At least 3 years' experience working within a public practice accounting firm.
• Expert-level knowledge of Xero Practice Manager (XPM) is essential.
• Experience with invoicing, tax document collation and client administration.
• Familiarity with FuseSign and ATOmate.
• Confidence managing ATO-related matters and communicating professionally with clients.
• ASIC and corporate administration experience is highly regarded.
• Excellent organisational skills, attention to detail and the ability to manage competing priorities.
• Strong written and verbal communication skills, with a professional approach to confidential information.
• The ability to work autonomously while contributing positively to a collaborative team environment.

What's on Offer?

• Competitive salary of $85,000–$95,000 + super, depending on experience.
• Full-time opportunity based in Frankston.
• A varied role combining client services, accounting administration and corporate compliance.
• The opportunity to work closely with experienced accounting professionals and Directors.
• A supportive team environment with a focus on high-quality service and professional development.

If you have a strong public practice background, advanced Xero XPM skills and enjoy being a key part of a client-focused accounting team, we'd love to hear from you!