Practice Coordinator: Client Onboarding & Compliance

RSM US LLP; City of Melbourne; On-site; AUD 70,000 - 95,000; Full time

Job summary

RSM Australia in Melbourne, VIC is seeking a diligent Practice Coordinator to own onboarding through offboarding, partnering with the Business Advisory team to support ASIC compliance, ATO administration, and daily operations. The role focuses on delivering a seamless client experience, accurate records, and compliant processes.

You have at least 3 years in public practice accounting or business advisory, with strong client onboarding, workflow coordination, and ASIC experience.

Qualifications

• 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.
• Excellent written and verbal communication skills.
• Strong organisational skills with exceptional attention to detail.
• A proactive, solutions-focused approach and the ability to manage competing priorities.

Responsibilities

• Manage client onboarding and offboarding processes end-to-end.
• Coordinate engagement documentation and AML/CTF requirements.
• Maintain accurate client records and documentation.
• Liaise with clients and engagement teams to gather information and resolve outstanding matters.
• Process ASIC annual reviews, company changes, incorporations, trusts and lodgements.
• Maintain company registers and corporate records.
• Support ATO registrations, updates and enquiries.
• Provide practice support including document management and workflow coordination.

Skills

Client onboarding

Client administration

Workflow coordination

Attention to detail

Communication

Organisational skills

Proactive problem-solving

Tools

CAS 360

ASIC Online Services for Agents

Client Portal

Tax lodgement systems

Job description

RSM Australia in Melbourne, VIC is seeking a diligent Practice Coordinator to own onboarding through offboarding, partnering with the Business Advisory team to support ASIC compliance, ATO administration, and daily operations. The role focuses on delivering a seamless client experience, accurate records, and compliant processes.

You have at least 3 years in public practice accounting or business advisory, with strong client onboarding, workflow coordination, and ASIC experience.