Are you an experienced administrator looking for an exciting opportunity to work with a dynamic Accounting and Tax advisory firm? Full time with possible part time option.

Join a national finalist for Boutique Firm of the Year. At 360 Partners, you’ll be part of a firm that’s growing rapidly through both acquisition and organic growth. Following our most recent acquisition in July 2025, we’re building out the team in readiness for the next chapter—and we’re looking for a driven Graduate to Intermediate Accountant to grow with us.

Why 360 Partners

Award recognition: National finalist for Boutique Firm of the Year, reflecting our innovation, client results, and culture.

Growth story: Backed by acquisitions and organic expansion, you’ll join a first-class team of high achievers with plenty of opportunity to step up as the firm grows.

Entrepreneurial exposure: Work directly with a wide range of Australian SMEs and entrepreneurs—developing a deep understanding of why some businesses thrive while others struggle.

Tech-forward practice: Use advanced AI workflows and cloud tools to leverage your day, build financial muscle memory, and sharpen your tax and advisory skills.

Supportive culture: Hybrid flexibility, wellness days, optional fitness classes during business hours, and a no “old-school” mindset.

What you’ll do

As a Client Services Administrator, you will be working with our existing Client Services Coordinator as a major point of contact for our clients and play a pivotal role in ensuring the smooth operation of our practice. You’ll participate in high-priority client-facing and back-office tasks, maintain accurate client records, coordinate shared resources, and support both client onboarding and offboarding processes. Your proactive approach will help deliver an exceptional client experience and keep our office running smoothly.

Key Responsibilities

Database Management: Maintain and accurately update client records—including addresses, emails, and removals—using CAS 360, XPM, and ATO Portal.

Debtors Management & Receipts: Generate invoices, allocate and reconcile payments, and follow up on overdue accounts in Xero.

Inbound Phone & Email Support: Answer and triage Zoom calls and general enquiries, routing each request to the appropriate team member.

Onboarding New Clients: Prepare welcome packs, Tax Agent onboarding, ASIC CAS 360’s Verification Stack. (95% of our documentation is paperless / digital including e-signing).

ATO Lodgements: Assist with electronically lodging BAS, IAS, FBT, and payroll tax returns in Xero/XPM.

Offboarding Clients: Finalise billing, remove clients from active systems.

Greeting Clients: Greeting of clients for face-to-face meetings,

Office Facilities: Maintenance of office supplies, staff amenities and facilities

What you’ll bring

Experience: 1–3 years in an administrative or client-services role, ideally within an accounting practice.

Systems Knowledge: Hands-on experience with CAS 360, Xero Practice Manager (XPM), ATO Portal, Zoom Phone, and standard verification/onboarding tools preferred.

Communication: Clear, professional written and verbal communication.

Attention to Detail: Strong accuracy, record-keeping, and follow-up skills.

Customer Focus: Ability to build rapport and deliver a high level of client service.

Team Player: Collaborative attitude with the ability to work independently when required.

Compliance Awareness: Basic understanding of ATO lodgement requirements and strict confidentiality obligations.

Only applications via SEEK will be accepted (no direct email, mail or phone).