🌟 About the Role

We're on the lookout for a friendly, proactive, and super-organised Client Service Assistant to join our team. You’ll be the first point of contact for many of our clients, helping to ensure their experience with us is smooth, professional, and genuinely enjoyable.

This isn’t your average admin role — you’ll be a key player in keeping our practice running efficiently. From managing client onboarding to supporting the accounting team with documentation and deadlines, you’ll help create the kind of seamless client experience we pride ourselves on.

Your day-to-day might include:

Answering phones and warmly greeting clients (in person and via email)

Managing client onboarding and annual engagement processes

Coordinating ATO and ASIC correspondence

Preparing and following up client documentation (e.g. tax returns, BAS, declarations)

Keeping client records accurate and up to date in our systems

Supporting the team with lodgement deadlines and workflow tracking

Chasing up missing info and ensuring everything runs to schedule

Lending a hand with general admin and office coordination tasks

✅ About You

You’re someone who loves helping people and making things happen behind the scenes. You’re warm, professional, and don’t miss a detail. Whether you’ve worked in an accounting firm before or not, you’re confident in handling client communication, juggling priorities, and staying calm under pressure.

You’ll be a great fit if you have:

Previous experience in an administrative or client service role

Excellent written and verbal communication skills

A friendly, polished phone and email manner

Confidence managing multiple deadlines and tasks

Strong organisational and time management skills

A high level of attention to detail (and pride in getting it right!)

Familiarity with accounting software (Xero Practice Manager, FYI, BGL, etc.) is a bonus

Prior experience in an accounting/bookkeeping firm is helpful but not essential

🤝 Why Trekk Brisbane?

Join a down-to-earth, collaborative team that truly supports each other

Work in a modern, cloud-based accounting practice with great systems

Get exposure to a variety of client interactions and projects

Flexible hours available – full-time or part-time considered

Ongoing training and development — we want you to grow with us