Take the next step in your career with a firm that genuinely values its people. This is a fantastic opportunity to join a well-established, progressive Mt Gravatt accounting practice with a strong focus on cloud technology.
As Client Services Officer, you'll be the backbone of the firm's operations, providing professional administrative and personal assistant support across the practice, with ownership of the firm's workflow management. Your contribution will play a key role in ensuring smooth day-to-day operations and a positive client experience, while giving you exposure to a wide range of accounting processes.
Why Join This Team?
- Competitive salary package
- Progressive firm with a robust cloud-based focus
- Friendly, social, and supportive workplace culture
- Flexible working hours, including early start/finish options
- Structured career pathways with ongoing training and mentoring
- Mindfulness sessions and wellness initiatives
- Direct access to senior staff and firm Partners
What We're Looking For:
Minimum 2 years' experience in a workflow, practice management, or senior administrative role within accounting or professional services
Experience with WorkflowMax is highly regarded
Confidence working across multiple accounting systems and a strong aptitude for learning new software, including Xero, FYI Docs, FuseSign, BGL360 (SMSF), and Pilot AI
Familiarity with ATO and ASIC processes
Key Responsibilities:
Ownership and visibility over workflow management and job tracking
Reporting on WIP, bottlenecks, and team capacity
Initiative in implementing or improving systems, including workflow tracking tools
Coordinate job allocation and deadlines across the team
Prepare invoices, correspondence, and client documentation
Manage client enquiries via phone, email, and in person
Maintain accurate client records and compliance requirements (ATO/ASIC)
Support firm projects, process improvements, and ad hoc tasks