We're a financial services group based in Mascot covering asset finance, insurance and mortgage broking, and three years ago we added an accounting and tax division. It's grown steadily since. Our systems and tax team handle the compliance work, and we are looking for someone to own the client relationships.
The role
- First point of contact for our small business clients by phone and email, answering bookkeeping and BAS questions in plain English
- Onboard new clients and assist in retaining our existing clients
- Run a regular contact schedule so clients hear from us through the year, not just at lodgement time
- Sit in on client meetings with our senior accountant, and take the routine ones yourself as you settle in
- Pick up when a client might need tax planning or a structure review and pass it to our senior accountant. The advice stays with them
- No compliance work required
What we're looking for
- Someone genuinely positive on the phone. Patient, warm, clear.
- You've worked client-facing somewhere, fielding queries from small business owners, ideally in accounting, bookkeeping or financial planning
- Ideally you've prepared BAS yourself or worked closely with people who do, so GST, PAYG and lodgement dates are familiar ground.
- Enough judgment to know when a question needs checking before you answer it. "Let me confirm and call you back" is the right answer here, not a weakness
- Organised. You'll be running contact schedules and chasing documents across a lot of clients at once
Why this role Plenty of accounting jobs promise client contact and deliver a workpaper queue. We've built this one the other way around. You'll be in front of clients from the start, and as the division grows the path runs toward senior client management and advisory work.