Join a Structured & Supportive Accounting Practice
We're looking for a Client Services Officer to join our team in Ballarat.
This is a key support role within the practice, suited to someone who is organised, personable and enjoys a mix of client interaction and administrative work.
About the Role
You will support the day-to-day operations of the practice across reception coverage, client onboarding and general administration.
This is a hands‐on role with a mix of structure and variety across the week.
Key Responsibilities
Provide reception coverage (as part of a team), including greeting clients, answering phones and processing payments (in person and over the phone)
Assist with client enquiries and appointment coordination for partners
Monitor shared and personal inboxes and action incoming emails
Scan, sort and distribute incoming documents
Upload and forward documents to the accounting team
Set up current clients and maintain accurate records across internal systems
Prepare documents for signing, invoicing and lodgements
Lodge electronic tax returns
Assist with ATO correspondence and SmartDocs processing
Support trust account and payment processing tasks
Follow up clients to collect outstanding information, documents or approvals
Assist with pre-audit document collation and uploads
Support ad-hoc administrative tasks as required
Maintain a professional and organised office environment
About You
Strong communication and organisational skills
High attention to detail and ability to follow processes
Comfortable using systems and learning new software
Reliable, proactive and able to manage multiple tasks
Previous admin or client service experience is beneficial, but not essential
What We Offer
Full-time, stable role in a growing practice
Supportive team environment with training provided
Structured processes and clear responsibilities
Ballarat location with nearby parking available
Opportunity to develop your skills within the accounting industry
For enquires:
Victoria Cooper
Operations Manager
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