Job Description

Permanent full-time | In-house | Gold Coast

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Are you a proactive administrative professional ready to step into your next role?

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Walsh Accountants is a long-established, family-owned firm supporting Gold Coast businesses since 1976. With 50 years of trusted relationships and a strong market presence, we're looking for an experienced Client Services Coordinator to join our team on a permanent full-time basis.

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For approximately the first 12 months, this role will primarily provide parental leave coverage within our Client Services team, with a focus on SMSF support, client onboarding, ASIC and corporate compliance, and entity establishments. Following this period, the position will continue on a permanent basis, with responsibilities and client allocation transitioning in line with the needs of the broader Client Services team.

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Why you'll want to join us

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- Permanent full-time position with long-term opportunity
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- Work with an established portfolio of SMEs, family groups and high-net-worth clients
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- Competitive remuneration package
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- A culture that supports work/life balance
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- A modern accounting practice with streamlined systems and strong operational support
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About the role

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As a Client Services Coordinator, you will be responsible for keeping jobs moving, maintaining accurate records, coordinating with clients and external parties, and delivering a professional client experience from initial engagement through to ongoing service.

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During the initial parental leave coverage period, your responsibilities will include:

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- Manage SMSF job flow from work-in through to lodgement
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- Follow up clients for outstanding records, approvals and signed documents
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- Create and post fees, issue invoices, respond to billing queries, and maintain accurate job notes, statuses and records
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- Manage end-to-end onboarding for new clients, from initial engagement through to handover to the ongoing client team
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- Set up clients and entities across internal and external systems, ensuring records are complete and accurate
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- Prepare and lodge ABN, TFN, GST and PAYG withholding registrations
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- Monitor ASIC deadlines and communicate with clients regarding outstanding information, signatures and compliance matters
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- Provide backup reception and telephone support, along with other ad hoc administrative and client service support as required
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Following the parental leave period, the role will transition into an ongoing Client Services Coordinator position, with duties and client allocation adjusted to support the broader needs of the firm.

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What You'll Bring

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- Previous experience in a Client Services Coordinator or similar client services administration role within an accounting or qualified services firm
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- Experience supporting SMSF administration and compliance workflows, including working with BGL and auditors
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- Practical experience with ASIC and corporate compliance, entity establishments and business registrations
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- A solid understanding of accounting-firm workflows and statutory deadlines
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- Strong organisation, attention to detail and the ability to manage competing priorities through to completion
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- Confident, professional communication skills and a proactive approach to following up clients and keeping work moving
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- Familiarity with FYI, CAS 360, MYOB Practice Management, LightYear or ATO Online services will be highly regarded
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📌 Client Services Coordinator (City of Gold Coast)
🏢 Walsh Accountants
📍 City of Gold Coast