Practice Operations Lead — Growth Path to Manager (Remote)

All States Consulting Accountants; Australia; Hybrid; AUD 67,000 - 79,000; Full time

Benefits offered by this job

Salary progression to managerial level

Remote or Hybrid role

Leadership exposure

Job summary

All States Consulting Accountants is seeking a Practice Operations Coordinator to become the operational backbone of the firm, with a clear pathway to Practice Manager for the right candidate.

In the short term, you’ll support the executive team, assist with bookkeeping and BAS, ASIC/ATO administration, and client communication, with a view to growing into practice operations, process improvement, and client servicing using technology.

Qualifications

• Strong written communication with clients and stakeholders.
• Experience working with financial data (bookkeeping, invoicing, reconciliations, or similar).
• Attention to detail across administrative and financial tasks.
• Ability to independently manage tasks and identify inefficiencies in processes.
• Experience using business systems (CRM, project management tools, or practice software).
• Ability to manage multiple workflows, deadlines, and competing priorities.
• Experience in accounting, bookkeeping, or financial operations environments.
• Exposure to client onboarding, client service, or account management.
• Exposure to compliance processes, regulatory workflows, or structured procedures.
• Familiarity with tools such as Xero, Microsoft 365, or workflow automation systems.

Responsibilities

• Handle client emails and phone enquiries; triage and routing.
• Follow up clients for end-of-year and BAS information with relationship sensitivity.
• Draft personalised client communications or regulatory updates.
• ATO portal — client authorisations, lodgement status and correspondence.
• ASIC corporate procedures — annual reviews, new entity establishment, document gathering.
• BAS preparation support — exporting Xero reports, setting up workpapers, reconciliation setup.
• Lead management and new-client onboarding.
• Client profile establishment and information gathering.
• Invoice reconciliation, monthly statements, aged debtors.
• Managing automated processes and flagging exceptions.
• Data entry and bank reconciliations in Xero.
• Spreadsheet preparation in Excel (basic formulas).

Skills

Written communication

Financial data

Attention to detail

Independent task mgmt

CRM systems

Multitasking

Accounting experience

Client onboarding

Professional services

Xero familiarity

Microsoft 365

Tools

Xero

Microsoft 365

Workflow automation

Job description

All States Consulting Accountants is a strategic accounting and consulting firm focused on planning, growth, profit improvement, succession, and wealth management — including self-managed superannuation and management systems. We’re a team modernising how an accounting practice runs, with meaningful investment in technology, including AI and automation across our workflows. We exist to empower our clients to make confident, informed decisions to achieve their goals and vision.

The successful candidate will work alongside our Corporate Services and Tax leadership as well as a group of senior practitioners.

About the Role

We’re hiring a Practice Operations Coordinator to be the operational backbone of the firm — with a clear pathway to Practice Manager for the right candidate.

This role is ideal for someone currently in an admin, finance, or operations role who wants to step into a broader business operations position (with a finance focus) and grow into a Practice Manager.

In the short term, you’ll provide critical support to the executive team and assist in keeping our compliance engine running smoothly: bookkeeping, BAS preparation support, ASIC and ATO administration, and client communication and integration . Over the following 12 months, as automation reduces the manual lift on much of that compliance work, the role is designed to grow into practice operations, process improvement, and client servicing (with the aid of technology). Title and remuneration step up with it.

We’re looking for someone who sees that runway as the opportunity for growth and becoming a key member within the organisation.

Core Responsibilities

Client services & communication

• First-touch handling of client emails and phone enquiries; warm, professional triage and routing
• Following up clients for end-of-year and BAS information, balancing persistence with relationship sensitivity
• Drafting personalised client communications or ATO and regulatory updates

Compliance administration

• ATO portal — client authorisations, lodgement status and correspondence
• ASIC corporate procedures — annual reviews, new entity establishment (SMSF, trusts, companies), document gathering and completion
• BAS preparation support — exporting Xero reports, setting up workpapers for accountants, reconciliation set-up

Practice management (XPM)

• Lead management and new-client onboarding
• Client profile establishment and information gathering
• Invoice reconciliation, monthly statements, aged debtors
• Managing system-automated processes and flagging exceptions
• Data entry and bank reconciliations in Xero
• Spreadsheet preparation in Excel (basic formulas)

What We’re Looking For

Required

• Strong written communication with clients and stakeholders.
• Experience working with financial data (bookkeeping, invoicing, reconciliations, or similar).
• Attention to detail across administrative and financial tasks.
• Ability to independently manage tasks and identify inefficiencies in processes.
• Experience using business systems (CRM, project management tools, or practice software).
• Ability to manage multiple workflows, deadlines, and competing priorities.
• Experience in accounting, bookkeeping, or financial operations environments.
• Exposure to client onboarding, client service, or account management.
• Experience working in professional services, consulting, or service-based businesses.
• Exposure to compliance processes, regulatory workflows, or structured procedures.
• Familiarity with tools such as Xero, Microsoft 365, or workflow automation systems.

Attributes — what makes someone right for ASCA

• Digital native — fluent across Microsoft 365, comfortable picking up new systems, energised (not threatened) by change
• Growth-oriented — wants the role to evolve and is prepared to evolve with it
• Client-first warmth — our clients hear from us, not at us
• Self-directed — works autonomously, escalates judgment calls, delivers without being chased

What We Offer

• Competitive remuneration package ranging from $67,000 to $79,000 depending on experience, with progression to a managerial-level package on meeting agreed performance targets
• Remote or Hybrid role (depending on location), with flexible hours
• Direct exposure to leadership and senior practitioners — you’ll learn alongside experienced tax and corporate services professionals
• Modern toolset and ongoing investment in automation
• A genuine, structured pathway to grow scope, ownership and remuneration inside the firm

How to Apply

Please include a short cover letter in your application and address to Steve who will be in touch to discuss.Thank you for your application and interest in working with All States.