Client Services & Practice Coordinator

BPT The Birdanco Practice Trust; City of Melbourne; On-site; AUD 85,000 - 110,000; Full time

Benefits offered by this job

Health & wellness benefits

Professional development

Global network access

Job summary

RSM Australia in Melbourne is seeking a highly organized Practice Coordinator for the Business Advisory team. You will own onboarding to offboarding processes, ensuring a smooth client journey while supporting ASIC compliance and ATO administration.

The role focuses on client onboarding, documentation, and efficient office operations within a busy public practice environment. Join a leading professional services firm with strong growth and resources.

Qualifications

• Public practice accounting experience required.
• Strong onboarding and administration experience.
• ASIC compliance and corporate secretarial exposure.
• Experience with ASIC annual reviews and lodgements.
• Familiarity with ATO Online Services.

Responsibilities

• Manage client onboarding and offboarding end-to-end.
• Coordinate engagement documentation and AML/CTF requirements.
• Maintain client records and liaise with engagement teams.
• Support ASIC compliance, annual reviews, and statutory lodgements.
• Provide practical practice support and document management.

Skills

Client onboarding

Client administration

Workflow coordination

ASIC compliance

Corporate secretarial experience

Attention to detail

Communication skills

Tools

CAS 360

Job description

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

Practice Coordinator | Business Advisory Melbourne, VIC

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.

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!

Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.

At RSM, we believe that a little understanding goes a long way in building a fulfilling career.

We are dedicated to creating an environment where you are valued for your expertise, but also for who you are as an individual.

We believe that success stems from a collective effort, and we foster a collaborative atmosphere where your voice is heard, your ideas are valued and your contributions are recognised.

When you choose RSM, you're selecting more than just a job. You're becoming part of an esteemed accounting firm that has consistently been recognized for its excellence.

Our unwavering commitment to client satisfaction has earned us the prestigious title of Best Accounting and Consulting Firm for five consecutive years.

Be part of a team that continues to set the standard for excellence and connect you to an extensive network of national and global resources.