Client Services Coordinator

You’re the kind of person who can run the front of house and manage a client portfolio in the same day without dropping the ball on either. You’re organised, personable, and you actually enjoy variety, the kind of role where no two days are the same suits you perfectly.

If that sounds like you, keep reading.

About Accura

Accura Accounting & Advisory is a boutique Perth-based accounting and advisory firm. We work with a diverse client base across tax, compliance, and business advisory and we take both our work and our people seriously.

We’re a firm that’s investing in its people and its structure. This is a broad, hands-on role that sits at the centre of our operations and for the right person, it’s a genuine springboard into a more senior client services career.

The Opportunity

This is a full-time, permanent role that combines two functions: being the face of our firm through reception and office management, and working as an active member of our client services team managing real client work.

You’ll report to the Client Services Manager and work as part of a shared client pool, meaning you’ll have genuine ownership of client matters, not just administrative support tasks. This is a role with real responsibility and real variety.

What You’ll Be Doing

Office Support

• Be the first point of contact for all clients and visitors, in person, by phone, and by email

• Answer and direct all incoming calls promptly and professionally, take accurate messages

• Welcome clients on arrival, notify the relevant team member, and ensure a professional first impression at all times

• Coordinate meeting room bookings and ensure rooms are set up and presentable for client meetings

• Manage incoming and outgoing mail, including ATO correspondence and registered post

• Maintain a tidy, professional reception and common area at all times

• Monitor and reorder office supplies, stationery, and kitchen supplies

• Manage digital and physical filing systems, ensuring documents are scanned and stored accurately and consistently

• Support the team with document preparation, scanning, printing, binding, and correspondence

• Assist with the coordination of firm events, team meetings, and functions

• Support the Practice Manager and leadership with ad hoc administrative tasks as required

Client Services Coordination

• Coordinate Terms of Engagement and Fixed Price Agreements with accountants and clients

• Maintain and update the Engagement and Fee Agreement register across the client portfolio

• Liaise with clients to gather source documents, verify completeness, and follow up outstanding items

• Create and track jobs in the firm’s workflow management system

• Prepare Year End Reports, covering letters, documents for signature, and client invoices

• Collate, PDF, and upload year-end materials to the Secure Client Manager portal

• Coordinate distribution of monthly IAS, BAS, and annual company tax payment reminders

• Manage client database changes including new client onboarding and change-of-detail updates

• Handle prospective client intake, initial contact call, information gathering, and handover to accountants

• Provide requested information to clients and financial institutions (company extracts, trust deeds, returns)

• Manage daily ATO lodgements via ELS, the ATO portal, and paper returns as required

• Act as first contact for ATO phone enquiries and coordinate responses with the relevant accountant and client

• Assist with timely responses to ATO correspondence as directed

• Print monthly WIP listings and assist with invoice preparation processes

What We’re Looking For

• 1–2 years’ experience in an administrative, reception, or client-facing role, professional services experience is a strong advantage

• Confident, professional communicator, in person, on the phone, and in writing

• Highly organised with strong attention to detail across multiple concurrent tasks

• Comfortable handling confidential client and financial information with discretion

• Quick to learn new systems and processes, experience with practice management software is a bonus

• Reliable, punctual, and self-directed, the kind of person who doesn’t need to be told twice

• Positive, collaborative attitude and genuine willingness to pitch in across both the coordination and admin functions

 This is a dual-function role, we need someone who’s equally comfortable at the front desk and in the detail of client work. If you’ve been looking for a role with more substance than pure reception, and more variety than pure coordination, this is it.

What’s In It For You

•      $75,000 – $85,000 + superannuation

•      Genuine career pathway, a stepping stone into a senior Client Services Coordinator or Manager role

•      Broad exposure to accounting firm operations, compliance processes, and client management from day one

•      A supportive team where your contribution is visible and valued

•      Jolimont office, accessible and central and available parking

•      Permanent, full-time role with a firm that’s growing and investing in its people