Administration & Client Services Coordinator

About the role

This is a varied role that combines traditional administration with supporting accountants throughout the client workflow. You will be responsible for keeping the practice running efficiently through a mix of client interaction, administrative tasks, and support to the accounting team.

While we would ideally like someone to work full-time, we're also open to hearing from experienced candidates who are looking to work school hours.

Key responsibilities

• Answering phones and managing incoming enquiries

• Managing ATO correspondence and online communications

• Preparing and lodging ASIC documents

• Assisting accountants with workflow and job management

• Client interaction including requesting information from and following up outstanding items

• Preparing workpapers and setting up client files

• Sending engagement letters and other client documentation

• Using cloud-based practice management systems to keep jobs moving

• General office administration and providing support across the team

About you

• Has previous experience working in an accounting firm (preferred)

• Understands the day-to-day operations of an accounting practice

• Is confident communicating professionally with clients

• Has excellent organisational skills and strong attention to detail

• Can manage multiple tasks and prioritise effectively

• Enjoys working as part of a small, supportive team

• Is comfortable learning and using technology

• Experience with Xero Practice Manager, NowInfinity, ContentSnare, Practice Ignition, or FYI Docs would be highly regarded

About us

We're a friendly, well-established boutique accounting firm based in Willoughby. If you're looking for a role where you can make a genuine contribution and enjoy working closely with both clients and accountants, we'd love to hear from you.