About the role

This is a full-time, in-office role based at our Sydney Olympic Park office. You'll work closely with our Client Experience Coordinator and Manager, and you'll learn the systems and processes that keep a modern accounting firm running.

Key responsibilities

- Help onboard new individual and business clients, from proposal acceptance through to completion

- Keep in touch with clients so onboarding keeps moving

- Prepare onboarding documents and follow our onboarding procedures, including ethical clearance requests, address checks, document storage and system setup

- Enter client information accurately across XPM, Xero, Zoho, BGL CAS360, HowNow and HubSpot

- Help with structure diagrams, Ezidebit setup and onboarding tracking

- Follow up with our offshore team to make sure each step is completed correctly

- Help set up client entities and system configurations in line with firm processes

- Action client requests, mostly updates to client details across our systems

- Follow up on outstanding requests so nothing slips through the cracks

- Help with ATO and ASIC registrations, forms and enquiries, and follow up on outstanding requests

About you

- You have strong attention to detail and take pride in getting things right

- You're organised, proactive, and comfortable following up until a task is done





- You communicate clearly and professionally, both in writing and over the phone

- You're confident with technology and quick to learn new systems

- You'd like to build a long-term career in client experience or operations within professional services

- Experience in an accounting firm, admin or customer service role is a bonus, but not essential

- You have full working rights in Australia

About us

Since 2011, Latitude Accountants has grown into a national Chartered Accounting firm with offices across NSW, VIC and SA. We're a Xero Platinum Partner, and we're proud of a culture that is ambitious, collaborative and genuinely fun to be part of. Our Client Experience team is the first real touchpoint our new clients have with the firm. We make sure every client is set up properly, every request is handled well, and every team member has what they need to deliver great work.

Benefits

- $50,000–$60,000 + super + bonus
- A transparent path to Coordinator, Specialist and Manager roles

- Weekly training sessions focused on your personal and professional growth
- An on-site gym at our Sydney Olympic Park office
- A fun, friendly team that celebrates wins together

- Hands-on experience with the leading cloud accounting and practice management platforms

📌 Client Experience Junior (Sydney Olympic Park)
🏢 Latitude Accountants
📍 Sydney Olympic Park