Client Support Specialist, Tax & Bookkeeping (City of Sydney)

Client Support Specialist, Tax & Bookkeeping (City of Sydney)

06 Aug
|
Lawpath
|
City of Sydney

06 Aug

Lawpath

City of Sydney

Client Support Specialist, Tax & Bookkeeping | Surry Hills, Sydney

Sydney-Based | Hybrid | Full-Time or Part-Time Options

Client Consultations | Tax Know-How | No Compliance Delivery Required

Make Your Accounting Knowledge Mean More Than Compliance

At Lawpath, we're Australia's largest online legal and accounting platform, helping thousands of SMBs get access to tax, accounting and legal support without the traditional barriers.

We're looking for a Client Support Specialist to join our Tax & Advisory team. This role is built for someone who knows their way around tax, BAS and bookkeeping, and genuinely enjoys the client-facing side of accounting more than the compliance side. You won't be preparing or lodging returns, closing the books, or managing the technical delivery work, that sits with our qualified accountants. Instead, you'll be the person on the video call helping clients actually understand what's happening with their business, walking them through questions, and making sure they get real value out of what Lawpath delivers for them.

How our values show up in this role

- Own It - You take full ownership of every client conversation. If a client leaves a call still confused, that's on you to fix, not something you pass along and hope someone else clarifies later.
- Raise the Bar, Together - You bring honest, useful feedback on where clients get stuck, and you help make explanations and training clearer for the next person, not just this one.
- Care Like It's Yours - You genuinely care whether a client understands their numbers, not just whether the call is ticked off. You explain the why, not just the what.
- Push Forward - You're always looking for a better way to explain something or handle a recurring question, and you don't wait to be asked before improving how support is delivered.

What you'll be doing

- Lead client video consultations covering tax,



BAS and bookkeeping questions
- Deliver proactive, clear advice that helps clients genuinely understand their financial position, not just answer the immediate question
- Deliver training and walk-throughs so clients feel confident managing their numbers day to day
- Flag anything that needs compliance work or technical sign-off to the right accountant on the team, so clients get the right expertise at the right time
- Spot recurring questions, friction points or opportunities to add value, and help the team keep improving how support is delivered
- Collaborate across Legal, Product and Sales to champion a seamless client experience from first contact through to ongoing support

Who this role suits

- A bookkeeper who loves the people side of the job and knows their way around Xero and BAS
- A part-qualified accountant who wants more client interaction and variety, without the pressure of full compliance delivery
- Someone who can explain tax and accounting concepts in plain English, and genuinely enjoys doing it Someone curious and tech-savvy who's always looking for a better way to support a client

This isn't the role for you if what you actually want is to keep doing full compliance work, tax return preparation or account closes. If that's your thing, keep an eye out for our Business Services & Advisory accounting roles instead.

Beyond the Base Salary

- Equity in Lawpath through our Employee Share Option Plan
- Hybrid and flexible working options
- An extra day of Birthday Leave
- Opportunities for growth opportunities
- A generous parental leave policy
- A learning stipend for ongoing development
- Wellbeing perks including gym discounts, run club and wellness initiatives
- A transparent and fun culture with regular celebrations and team events

You must have full legal working rights in Australia to be considered for this role.

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📌 Client Support Specialist, Tax & Bookkeeping (City of Sydney)
🏢 Lawpath
📍 City of Sydney

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