Job Description
About the Role
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Are you highly organised, personable, and known for getting things done? We're looking for a proactiveClient Services Assistantto play a key role in supporting our managers and staff while delivering an outstanding experience to our clients.
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As theClient Services Assistant, you'll be a central point of contact within the firm, providing essential support to managers, staff, and clients across day-to-day administrative tasks and workflow needs.
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Key Responsibilities:
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Act as the first point of contact for client inquiries
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Manage inbound and outbound client communications (calls, emails, video meetings)
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Provide administrative support to managers, including diary management and general office tasks
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Assist with ATO, ASIC, and SMSF administration
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Coordinate client onboarding and year-end document collection
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Follow up with clients for information, outstanding documents, and lodgements
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Support BAS lodgements, ITR processing, bookkeeping,



and other accounts-related administrative tasks
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Maintain accurate and compliant client records in the database
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Assist with internal workflows and reporting to multiple managers
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About You
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While experience is valuable, we believe attitude, work ethic, and personality matter most. We're looking for someone who:
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Has experience in professional services (accounting background ideal but not essential)
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Brings strong administration and client-facing experience
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Communicates professionally, with excellent attention to detail and good manners
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Is confident in making calls and following up with clients
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Works well both independently and as part of a team
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Is reliable, proactive, and takes pride in their work
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Is eager to learn and grow within a qualified environment
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📌 Client Services Assistant - Accounting Tax Firm (Must Be Based In Melbourne) (Victoria)
🏢 Best Practice Group
📍 Victoria