Receptionist & Client Relationships Coordinator | Accounting Practice

Kadota Accounting Pty Ltd; Melbourne; On-site; AUD 70,000 - 80,000; Full time

Job summary

Kadota Accounting Pty Ltd seeks a warm, polished receptionist to be the faces of our Boronia office. This full-time, on-site role supports a busy tax and accounting practice by greeting clients, managing calls, and assisting with onboarding and admin tasks. A professional appearance and client-focused service are essential.

You will coordinate calendars, send reminders, and help maintain smooth front-office operations while upholding confidentiality and high standards of presentation.

Qualifications

• Customer service experience and warm, professional demeanour.
• Strong communication skills, both written and verbal.
• Excellent organisation and calendar management abilities.
• Professional phone manner and rapport-building with clients.
• Discretion with confidential client information and attention to detail.

Responsibilities

• Greet clients, answer calls and manage the office inbox.
• Build rapport with clients and make them feel heard, including when they call with concerns.
• Manage accountants' calendars, book appointments and send SMS reminders.
• Onboard new clients, set up in systems and complete identity checks.
• Prepare and send engagement letters; set up tax return jobs and allocate to the right accountant.
• Prepare and send returns for e-signature, and follow up on unsigned returns and overdue accounts.
• Keep the front office tidy, presentable and support Directors.

Skills

Customer service

Communication

Organisation

Phone etiquette

Attention to detail

Job description

Love making people feel welcome? Join our friendly Boronia team. Full Time | On-Site

We're looking for a warm, polished receptionist to be the face of our established accounting practice. Full time, Monday to Friday, $70,000 to $80,000 plus super (based on experience), in a supportive, close-knit team.

About us

Kadota Accounting is a friendly, established tax and accounting practice. We look after individuals, businesses, trusts and family groups, and we make every client feel known and looked after.

The role

You'll be the warm, professional face of our Boronia office and the first voice our clients hear. You'll build real relationships with our clients, keep the front office running smoothly, and support the tax workflow behind the scenes.

We're looking for someone who is excellent with people: you connect easily with all kinds of clients, you're calm and reassuring on the phone, and you take pride in doing things properly. Our clients are greeted in a professional office, so immaculate corporate presentation and grooming are essential.

What you'll do

Client contact and reception

• Greet clients, answer calls and manage the office inbox
• Build rapport with clients and make them feel heard, including when they call with concerns
• Manage the accountants' calendars, book appointments and send SMS reminders

Onboarding and job setup

• Onboard new clients, including setting them up in our systems and completing identity checks
• Prepare and send engagement letters
• Set up tax return jobs and allocate them to the right accountant

Documents, lodgement and debtors

• Prepare and send returns and documents for e-signature, with invoices and payment links
• Lodge finalised returns under the supervision of our registered tax agent
• Follow up unsigned returns and outstanding accounts by phone and email
• Manage ATO correspondence and process fee-from-refund matters

Office

• Keep the office stocked, tidy and well presented, and support the Directors as needed
• Excellent phone manner and genuine warmth with clients
• Ability to connect and build rapport with a wide variety of people
• Ability to make clients feel heard, including when they're frustrated
• Ability to juggle calls and tasks in a busy office
• Good computer skills and clear written communication
• Immaculate corporate presentation and a polished, professional manner
• Strong attention to detail and discretion with confidential client information
• Confident learning new software and systems

Highly regarded

• Experience in an accounting, tax or other professional services office
• Client onboarding, ID checks and following up debtors

Hours

Monday to Friday, 37.5 hours (8.30am to 5.00pm or 9.00am to 5.30pm), on-site in Boronia.

• A salary that reflects your skills and experience
• A supportive, close-knit team