Our Clients:

Our clients are a boutique accounting and financial advisory business, offering small business accounting, financial planning and mortgage broking services. They are one of the leading Xero accredited practices on the mid north coast.

Our clients pride themselves as an 'employer of choice' and provides flexible work practices to employees including work from home provisions. Innovative and fast paced, a fun team environment is key to a happy workplace.

We are looking for an Accounting/Financial Planning Client Service Officer to join their team.

Tasks & responsibilities

• Managing inbound and outbound client communications (calls, emails, mail)
• Onboarding and offboarding clients across internal systems, ATO portals, and compliance platforms
• Managing ethical letters, letters of engagement, and compliance documentation
• Monitoring ASIC transactions and compliance
• Preparing and sending ATO and BAS lodgement documents for client signatures
• Assisting with new entity setups: ABN, TFN, and bank account kits
• Handling debtors and tracking client payments
• Light ad-hoc paper compiling for clients who request hard copies
• Coordinating office supplies and phone follow-ups

Qualifications & experience

• Experience in a public practice accounting or financial planning (12+ months preferred)
• Understanding of compliance processes with ASIC, ATO, and Xero Practice Manager
• Strong attention to detail, time management, and communication skills
• Proactive problem-solving and ability to manage tasks with minimal supervision

Benefits

• Fun and dynamic team environment in the heart of Port Macquarie
• Plenty of team social events scheduled throughout the year
• Market leading remuneration packages

Please Apply for this role if you have relevant experience or email [email protected] your updated CV for a confidential conversation.