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.

$50,000–$60,000 + super + bonus

A explicit 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

#J-18808-Ljbffr

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