Client Excellence Coordinator – Newcastle NSW

Full time
Posted 3 years ago
Newcastle NSW
Salary: $40,000.00 to $60,000.00 /year

  • Dynamic Full-time position
  • Client Service focus
  • Varied role

About the Company

Our client, a top boutique accounting practice currently have an exciting opportunity for a Client Excellence Coordinator to join their firm.

About the Role

The Client Excellence Coordinator is a key position, being the point of contact for the firm with its clients by developing and maintaining relationships. The successful candidate will be engaged in a full-time role to meet the business’ needs by attending to client service and administrative requirements.


Provide support and administrative assistance to assigned Partners/Managers & Accountants including:

  • Maintaining client database, reviewing and checking client documents
  • Scheduling work to meet client needs and achieve efficient resource management
  • Typing letters & reports, collating & preparing work papers, lodgements & filing paper/electronic documents
  • Advising clients of income tax assessments and tax registration requirements
  • Dealing with client tax office correspondence
  • Making and changing appointments with clients, prospects and others
  • Preparing final invoices, completing family trust minutes, and incorporating of companies
  • Monitoring workflow and Work in Progress, logging each job into the electronic workflow system
  • Attending all corporate secretarial matters including minute taking and forms
  • Contacting clients for missing information and monitoring tax due dates and advising clients
  • Fee preparation and following up with client on scope sign off and payment
  • Reviewing and chasing accounts receivable


  • Display a reasonable knowledge and understanding of a professional office environment
  • Demonstrated intent in pursuit of following an administrative career with genuine interest in business
  • Confident enough to develop client relationships and build rapport with staff, business partners & clients
  • Displays each of the following attributes- excellent work ethic / dedication / punctual / initiative / personality / proactive / attention to detail / organised / self-motivated

Experience Required

To be considered for the Client Excellence Coordinator position, you will possess the following:

  • Business Administration qualifications
  • Proven experience in a professional office environment. Accounting and Taxation desired
  • Proven experience with a busy multi-line telephone system
  • Proven experience with office software such as Microsoft Office, Sage/Handi
  • Excellent written as well as verbal communication skills and interpersonal abilities
  • Highly organised and the ability to handle a workload to meet deadlines
  • Strong knowledge of general administration processes, with proven experience in AR & AP
  • Excellent attention to detail
  • Experience using accounting systems- (Xero/MYOB etc)
  • Workflow management- professional services

A great chance to join a dynamic accounting firm which is focused on providing excellent client service

To apply email your cover letter & resume with references

Job Features

Job CategoryAdministrative

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