CLIENT SERVICES OFFICER - ACCOUNTING PRACTICE
Join an established accounting practice where your administration, client service and corporate compliance experience will be genuinely valued.
An established and highly regarded
Chartered Accounting practice based in Gordon
is looking for an experienced
Client Services Officer
to provide high-level administrative and client support across the business.
This is a wide-ranging role ideally suited to someone who has worked within an
accounting, financial services or professional services environment
and enjoys taking ownership, keeping things organised and making sure nothing falls through the cracks.
The Role You will work closely with the management team and wider practice, with responsibilities including:
Setting up and maintaining
SMSFs
, including deed updates, trustee changes and pension documentation
Establishing
Bare/Custodian Trusts
and discretionary and unit trusts
ASIC and corporate compliance
, including company formations, changes and lodgements
ABR registrations and maintenance
Preparing share transfer documentation and maintaining company registers
Setting up new clients and maintaining client information
Assisting with
ATO-related administration
Collating and checking assessments and Statements of Advice




Assisting with tax return lodgements and general practice administration
Preparing client and management reports
Managing documentation and internal systems
Responding to client enquiries via phone and email
Providing ongoing support to management and assisting reception when required
The original brief specifically calls for strong MS Word and Excel skills, experience with MYOB Accountants Enterprise, excellent client service, discretion and confidentiality, and someone capable of managing multiple priorities with minimal direction.
About You You'll be a highly organised, detail-focused professional who is comfortable dealing with clients and senior management. Previous experience within an
accounting practice would be highly advantageous
, particularly exposure to
SMSFs, ASIC, ATO and corporate compliance
.
You'll bring strong communication skills, excellent time management and the ability to take responsibility for your workload in a busy professional environment.
What's On Offer
Salary: $80,000 – $100,000 + Super, negotiable depending on experience
Location: Gordon, Sydney
Established professional accounting environment
Varied role with genuine responsibility and client interaction
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📌 Client Services Officer - Accounting Practice (New South Wales)
🏢 Recruitment Expert
📍 New South Wales