Client Services Officer

Job Description

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08th September, 2026 \n

The Perks!!

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• Flexible start/finish hours
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• 12pm finish on Friday | Enjoy an early start to the weekend
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• Free parking onsite | Convenient Milton location bordering the CBD
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• Friendly & supportive team with fantastic social events (EOFY, Christmas party, March and October team days out!)
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• A relaxed and family-orientated environment offering amazing work-life balance
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\n About the Organization: \n
\nThis friendly boutique firm is run by 2 Directors, experts in their field, who take pride in their Compliance & Advisory services and the team at the core of it all. They work with various long-standing clients with turnovers of up to $100 million! \n
\nTheir Milton location is a perfect blend of being in the center of the excitement, while avoiding the busy traffic and offering free parking on site.\n
About the Role: \n
\nAs a Client Services Officer, your responsibilities will include:\n
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• Acting as the first point of contact for all client interactions, both in person and over the phone
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• Preparing client invoices, process payments and issue receipts
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• Onboarding of new clients including preparation of ethical letters, engagement letters, and ATO agent nomination
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• Maintain ASIC corporate registers using CAS360
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• Maintain and update client information in Xero Practice Manager (XPM)
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• Oversee ATO correspondence through ATOMate software
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Experiences and skillset:
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• At least 1 year experience in an office administration role (ideally in a public practice accounting or professional services firm)
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• Proficient in Microsoft Office and experience with XPM a must
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• Experience with CAS360, ATOMate & FYI Docs an advantage
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• A proactive and flexible approach to supporting team and client needs
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• Top notch written and verbal communication skills
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To Apply: \n
\nEmail your resume to Lilly at \n

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