Administration & Client Services Coordinator (Willoughby)

Administration & Client Services Coordinator (Willoughby)

12 Aug
|
Accounting Evolution
|
Willoughby

12 Aug

Accounting Evolution

Willoughby

About the role

This is a varied role that combines traditional administration with supporting accountants throughout the client workflow. You will be responsible for keeping the practice running efficiently through a mix of client interaction, administrative tasks, and support to the accounting team.

While we would ideally like someone to work full time, we're also open to hearing from experienced candidates who are looking to work school hours.

Key responsibilities

- Answering phones and managing incoming enquiries

- Managing ATO correspondence and online communications

- Preparing and lodging ASIC documents

- Assisting accountants with workflow and job management

- Client interaction including requesting information from and following up outstanding items

- Preparing workpapers and setting up client files

- Sending engagement letters and other client documentation

- Using cloud-based practice management systems to keep jobs moving





- General office administration and providing support across the team

About you

- Has previous experience working in an accounting firm (preferred)

- Understands the day-to-day operations of an accounting practice

- Is confident communicating professionally with clients

- Has excellent organisational skills and strong attention to detail

- Can manage multiple tasks and prioritise effectively

- Enjoys working as part of a small, supportive team

- Is comfortable learning and using technology

- Experience with Xero Practice Manager, NowInfinity, ContentSnare, Practice Ignition, or FYI Docs would be highly regarded

About us

We're a friendly, well-established boutique accounting firm based in Willoughby. If you're looking for a role where you can make a genuine contribution and enjoy working closely with both clients and accountants, we'd love to hear from you.

📌 Administration & Client Services Coordinator (Willoughby)
🏢 Accounting Evolution
📍 Willoughby

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