Public Practice Client Services Officer (XPM Expert)

Charterhouse; Melbourne; On-site; AUD 85,000 - 95,000; Full time

Job summary

Charterhouse is seeking a dedicated Client Services Officer for its Frankston-based public practice accounting team. You will support client services, accounting administration and corporate compliance, drawing on 3+ years' public practice experience and expert knowledge of Xero Practice Manager (XPM).

In this role you will manage client onboarding, invoicing and documentation, collaborate with Directors, and help maintain accurate corporate records while ensuring high-quality service for

Qualifications

• 3+ years of public practice accounting experience.
• Expert-level knowledge of Xero Practice Manager (XPM).
• Experience with invoicing, tax document collation and client administration.

Responsibilities

• Managing client onboarding, including collection and verification of identification and documentation.
• Coordinating invoicing, tax document collation and client correspondence.
• Utilising Xero Practice Manager (XPM), FuseSign and ATOmate to support daily operations.
• Managing ATO-related matters and liaising with the ATO regarding client tax processes and assessments.
• Preparing and managing annual company statements, ASIC invoices and follow-ups.
• Assisting with company changes and maintaining accurate corporate records.
• Providing administrative support to Directors and the wider accounting team.
• Maintaining CRM records and ensuring documents are saved, organised and filed.
• Supporting general office operations and identifying opportunities to improve administrative processes.

Skills

Public practice accounting

Client communication

Organisational skills

Autonomy

Tools

Xero Practice Manager (XPM)

FuseSign

ATOmate

Job description

Charterhouse is seeking a dedicated Client Services Officer for its Frankston-based public practice accounting team. You will support client services, accounting administration and corporate compliance, drawing on 3+ years' public practice experience and expert knowledge of Xero Practice Manager (XPM).

In this role you will manage client onboarding, invoicing and documentation, collaborate with Directors, and help maintain accurate corporate records while ensuring high-quality service for