Client Services Coordinator (City of Gold Coast)

Client Services Coordinator (City of Gold Coast)

23 Sep
|
Walsh Accountants
|
City of Gold Coast

23 Sep

Walsh Accountants

City of Gold Coast

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.

Why you'll want to join us

Permanent full-time position with long-term opportunity

Work with an established portfolio of SMEs, family groups and high-net-worth clients

Competitive remuneration package

A culture that supports work/life balance

A modern accounting practice with streamlined systems and strong operational support

About the role

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.

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

Manage SMSF job flow from work-in through to lodgement

Follow up clients for outstanding records, approvals and signed documents

Create and post fees, issue invoices, respond to billing queries, and maintain accurate job notes, statuses and records

Manage end-to-end onboarding for new clients, from initial engagement through to handover to the ongoing client team





Set up clients and entities across internal and external systems, ensuring records are complete and accurate

Prepare and lodge ABN, TFN, GST and PAYG withholding registrations

Monitor ASIC deadlines and communicate with clients regarding outstanding information, signatures and compliance matters

Provide backup reception and telephone support, along with other ad hoc administrative and client service support as required

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.

What You'll Bring

Previous experience in a Client Services Coordinator or similar client services administration role within an accounting or professional services firm

Experience supporting SMSF administration and compliance workflows, including working with BGL and auditors

Practical experience with ASIC and corporate compliance, entity establishments and business registrations

A solid understanding of accounting-firm workflows and statutory deadlines

Robust organisation, attention to detail and the ability to manage competing priorities through to completion

Confident, professional communication skills and a proactive approach to following up clients and keeping work moving

Familiarity with FYI, CAS 360, MYOB Practice Management, LightYear or ATO Online services will be highly regarded

#J-18808-Ljbffr

📌 Client Services Coordinator (City of Gold Coast)
🏢 Walsh Accountants
📍 City of Gold Coast

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: client services coordinator (city of gold coast) / city of gold coast

Subscribe to this job alert:

Get the latest job offers by email for: client services coordinator (city of gold coast) / city of gold coast