Client Services & Practice Coordinator

RSM Australia; City of Melbourne; Hybrid; AUD 85,000 - 115,000; Full time

Benefits offered by this job

Flexible hybrid working

Paid parental leave

EAP (Employee Assistance)

Novated leasing

Health insurance discounts

Career development programs

Job summary

RSM Australia in Melbourne is seeking a proactive Practice Coordinator to own onboarding, offboarding and compliance administration for our Business Advisory team.

You will ensure accurate records, AML/CTF and ASIC duties are performed, while delivering a seamless client experience and supporting day-to-day operations in a fast-paced professional services environment.

The role emphasizes detail, organisation and client service, with hybrid work and clear career progression offered.

Qualifications

• Minimum 3 years' experience within a public practice accounting or business advisory firm.
• Experience in client onboarding, administration, and workflow coordination is essential.
• Solid ASIC compliance and corporate secretarial experience is required.

Responsibilities

• Manage client onboarding and offboarding from start to finish.
• Coordinate engagement documentation and AML/CTF requirements.
• Maintain accurate client records and documentation; liaise with clients and teams.
• Process ASIC annual reviews, company changes, registrations, and lodgements.
• Support ATO administration and routine correspondence.
• Oversee electronic filing, document management, and workflow reporting.
• Assist process-improvement initiatives and provide client-facing support.

Skills

Client onboarding

Workflow coordination

ASIC compliance

Attention to detail

Communication skills

Tools

CAS 360

Job description

Are you an experienced public practice administrator looking for a role where you can truly own processes, build relationships, and make an impact?

At RSM Australia, we're looking for a highly organised and proactive Practice Coordinator to join our Melbourne Business Advisory team. This is a pivotal role responsible for delivering a seamless client experience from onboarding through to offboarding, while supporting ASIC compliance, ATO administration, and the day-to‑day operations of a thriving professional services team.

If you enjoy variety, take pride in getting the details right, and thrive in a fast-paced accounting environment, we'd love to hear from you.

OUR VALUE PROPOSITION

At RSM, our purpose is to instill confidence in a world of change for both our clients and our people.

RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.

Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values - integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.

Who we are:

RSM Australia is a member of RSM, the world's 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.

About the Role

As the Practice Coordinator, you'll be the central point of coordination for client onboarding, offboarding, compliance administration, and practice support activities.

Working closely with our Business Advisory team, you'll ensure clients experience a professional, efficient, and seamless journey while maintaining the accuracy of records, compliance obligations, and administrative processes.

Your responsibilities will include:

Client Onboarding & Client Administration

• Managing client onboarding and offboarding processes from start to finish
• Coordinating engagement documentation, client acceptance procedures, and AML/CTF requirements
• Maintaining accurate client records and documentation
• Liaising with clients and engagement teams to gather information and resolve outstanding matters

ASIC & Corporate Compliance

• Processing ASIC annual reviews, company changes, incorporations, trust establishments, and statutory lodgements
• Maintaining company registers and corporate records
• Monitoring outstanding documentation, signatures, and compliance requirements
• Acting as a key liaison between clients, ASIC, and internal stakeholders

ATO Administration

• Supporting client linking, registrations, authority updates, and client record maintenance
• Managing routine ATO correspondence and enquiries
• Monitoring assessments, lodgement status, and compliance matters
• Maintaining accurate records of actions and outcomes

Practice Support

• Managing electronic filing and document management systems
• Assisting with workflow coordination, reporting, and administrative activities
• Supporting process improvement initiatives across the team
• Providing responsive and professional support to both clients and colleagues

About you:

We're looking for someone who understands the pace and complexity of a public practice environment and enjoys being the person who keeps everything running smoothly.

You’ll bring:

• Minimum 3 years' experience within a public practice accounting or business advisory firm
• Strong experience in client onboarding, client administration, and workflow coordination
• Solid ASIC compliance and corporate secretarial experience
• Experience with ASIC annual reviews, company changes, corporate registers, and statutory lodgements
• Exposure to ATO Online Services for Agents, Client Portal, and tax lodgement systems
• Experience using CAS 360 or similar corporate compliance software
• Strong organisational skills with exceptional attention to detail
• A proactive, solutions-focused approach and the ability to manage competing priorities
• Excellent written and verbal communication skills
• A genuine commitment to delivering outstanding client service

Life at RSM:

RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are!

Our benefits include:

• Paid professional membership fees and ongoing support for your professional accreditation.
• Financial support for CA/CPA studies, technical training and continuous professional development.
• Access to national learning, leadership and tailored career development programs, including secondment opportunities.
• Clear career progression pathways supported by regular development and career conversations.
• Flexible and hybrid working arrangements that support work-life balance.
• Paid parental leave and family-friendly policies.
• Fitness Passport and access to a range of health and wellbeing initiatives.
• Employee Assistance Program (EAP) providing confidential support for you and your family.
• Novated leasing, health insurance discounts and a range of employee discount programs.
• A rewards and recognition program that celebrates exceptional contributions and achievements.
• Quarterly team events, social functions, morning teas and inter-office networking opportunities.
• Annual conferences and opportunities to collaborate with colleagues from across Australia.
• Dedicated diversity, inclusion and belonging initiatives that foster an environment where everyone can thrive.
• Meaningful community engagement opportunities through our corporate social responsibility and volunteering programs.

Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.