Client Services & Operations Coordinator

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

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.