Client Success Lead - Accounting Operations

Aureus Financial; Australia; On-site; AUD 65,000 - 90,000; Full time

Job summary

Aureus Financial in Australia seeks a coordination professional to drive client-engagement and keep all project records accurate. You’ll run the ongoing client engine for Aureus Accounting: ensure each client on track, every meeting has an agenda, and time is visible and billable.

You will own the rhythm of our accounting clients from onboarding to ongoing service, maintaining Karbon integrity, ensuring time logs and budgets are current, and delivering reliable Fathom reporting and tax planning

Qualifications

• 3+ accounting experience in a practice or finance role.
• Client service or coordination experience.
• Strong written and spoken English.
• Experience with Karbon, Xero, NowInfinity and Ignition is highly regarded.

Responsibilities

• Karbon integrity: keep workflows in the right steps, statuses current and records clean.
• Team productivity: ensure time is logged daily and billable utilization rises from 70% to 85%.
• Client success: maintain current budgets, Fathom reports, tax plan and compliance schedule, and ensure meetings have pre-sent agendas.

Skills

Accounting experience

Client service

Communication

Tools

Karbon

Xero

NowInfinity

Ignition

Job description

Aureus Financial in Australia seeks a coordination professional to drive client-engagement and keep all project records accurate. You’ll run the ongoing client engine for Aureus Accounting: ensure each client on track, every meeting has an agenda, and time is visible and billable.

You will own the rhythm of our accounting clients from onboarding to ongoing service, maintaining Karbon integrity, ensuring time logs and budgets are current, and delivering reliable Fathom reporting and tax planning