We’re a small but growing accounting and advisory firm that helps business owners achieve their life goals through business success.

We’re looking for an Operations & Client Services Manager to take full ownership of our admin and business operations. This isn’t “just admin.” This is about making sure clients have a world-class experience, nothing falls through the cracks, and our systems run like a Swiss watch. You’ll be the right-hand to the founder, running the engine room of the firm so he can focus on growth, sales, and clients.

What You’ll Own

Collations & Docs – Manage document signatures. Not just sending things but following up.

Compliance – ASIC registers, TAP updates, extensions, and payment plans. You’ve got it all covered.

Tech & Data – Maintain a pristine database, own software integrations (FYI Docs, XPM, FuseDocs, et al), create effective automations and make them sing.

Onboarding/Offboarding – Seamless client experience, start to finish. Make them say WOW.

Client Service – continue the WOW, with random acts of kindness, let our clients know we care.

Reporting & Ops – Deliver consistent reports (WIP, AR, lodgements et al) without being asked.

Process & Policy – Keep templates sharp, procedures documented, and timesheets done.

What Success Looks Like

Compliance deadlines met, every time.

Clients onboarded smoothly and feeling delighted they chose to work with us.

Databases clean, synced, and accurate across all systems.

Founder freed from admin & operations — spending more time on sales, marketing, and client relationships.

Clear visibility on operations through reporting.

Junior admin hired under you within 12–18 months, while you run ops independently.

Who You Are

You’re not looking to “just help out.” You want ownership. You’ve run ops before in an accounting firm and you love making things work better, faster, smarter. You’re:

Tech-savvy and an automation nerd (you know your FYI from your FuseDocs).

Organised, detail-oriented, and love creating and improving systems.

Comfortable managing competing priorities without breaking a sweat.

Proactive — if you see something broken or ineffective, you fix it (or make it better).

Focused on clients — because a slick back end means a wonderful client experience.

What’s In It For You

Impact – In a small but growing team, your work really matters.

Flexibility – Work remotely, with a home office allowance.

Autonomy – No micromanagement here. Own your outcomes.

Growth – The better our operations work, the faster we’ll build a team under you.

Recognition – Success measured by results, not time in the chair.

Ready to Take the Wheel?

If you want a role where you’re not just doing admin but running operations, shaping client experience, and helping scale a firm, we want to hear from you.

Apply now to become our next Operations & Client Services Manager.