Client Services Assistant - Australian Accounting Firm

SourceU; Metro Manila; On-site; PHP 446,000 - 781,000; Full time

Job summary

SourceU is seeking a Client Services Assistant to support an Australian accounting firm from Metro Manila. You will handle client communications, maintain records, and assist with bookkeeping and compliance tasks, using Xero and related tools.

In this role, you’ll coordinate inquiries, prepare proposals, manage calendars, and support AP/AR, bank reconciliations, and reporting. A proactive, detail-oriented professional with 3–4 years in Australian practice will thrive in this independent,

Qualifications

• 3–4 years of experience in an Australian Accounting Firm.
• Hands-on experience with Xero, ATO, and ASIC.
• Strong client service and communication skills.

Responsibilities

• Manage client enquiries, follow-ups, and ongoing communication.
• Maintain accurate client records and internal trackers.
• Monitor leads, schedule meetings, and prepare proposals in Ignition.
• Manage shared mailboxes and client correspondence.
• Monitor ATO and ASIC correspondence and assist with compliance documentation.
• Support accounts payable, accounts receivable, invoicing, and bookkeeping in Xero.
• Perform bank reconciliations and assist with financial reporting.
• Provide general administrative and practice support.

Skills

Client service

Communication

Organization

Attention to detail

Multitasking

Tools

Xero

ATO

ASIC

XPM

Ignition

ClickUp

SharePoint

Microsoft Word

Excel

Job description

Client Services Assistant - Australian Accounting Firm

We are looking for an experienced and highly organised Client Services Assistant to support an Australian accounting firm.

The role will involve client communication, administration, ATO and ASIC compliance support, bookkeeping, lead management, and general practice coordination. The ideal candidate is proactive, detail-oriented, and able to work independently with minimal supervision.

Key Responsibilities

Manage client enquiries, follow-ups, and ongoing communication.

Maintain accurate client records and internal trackers.

Monitor leads, schedule meetings, and prepare proposals in Ignition.

Manage shared mailboxes and client correspondence.

Monitor ATO and ASIC correspondence and assist with compliance documentation.

Support accounts payable, accounts receivable, invoicing, and bookkeeping in Xero.

Perform bank reconciliations and assist with financial reporting.

Provide general administrative and practice support.

Requirements

3–4 years of experience in an Australian Accounting Firm.

Hands-on experience with Xero, ATO, and ASIC.

Strong client service and communication skills.

Excellent organisation and attention to detail.

Ability to manage multiple priorities and meet deadlines.

Able to work independently with minimal supervision.

Proactive, adaptable, and team-oriented.

Experience with XPM, Ignition, ClickUp, SharePoint, Microsoft Word, and Excel is highly regarded.