Client Services Manager
vor 8 Stunden
About WMC Accounting At WMC Accounting, we’re more than accountants – we’re trusted advisors helping businesses and individuals achieve financial clarity and success. Our team thrives on collaboration, innovation and delivering exceptional client experiences. The Role As Client Services Manager, you are the key link between our clients and the firm. This role combines proactive client engagement with workflow coordination, ensuring every interaction reflects our commitment to excellence. You will work closely with our accounting and admin teams to keep processes running smoothly while creating a positive, professional experience for our clients. What You Will Do Client Relationship & Experience Act as the primary point of contact for client queries and service coordination. Schedule meetings, manage Zoom invites and maintain clear communication. Support client onboarding and engagement initiatives. Ensure timely delivery of documents and instructions (ATO, ASIC, financials). Workflow & Administration Oversee job setup and time budgets in Xero Practice Manager (XPM). Manage invoicing, disbursements and document lodgement. Coordinate workflows and reporting, maintain workflow calendars and appointment scheduling. Compliance & Corporate Services Prepare and lodge annual company statements. Assist with ASIC changes, registrations and business name transfers. Handle ATO registrations and agent nominations. Team Collaboration & Reporting Work closely with accountants and admin team to meet deadlines. Run reports for workflow accuracy and compliance. Participate in monthly admin catch‑ups and continuous improvement projects. What We’re Looking For Strong client service orientation with excellent communication skills. Highly organised and detail‑focused, with the ability to juggle multiple priorities. Tech‑savvy and comfortable with numerous software systems. A proactive problem‑solver who thrives in a fast‑paced environment. Why Join WMC Accounting? A supportive, collaborative team culture. Opportunities for professional growth and career progression. Modern systems and flexible work options. Monthly RDO for full‑time employees. Quarterly rewards days where we have fun, celebrate success and connect as a team. Bi‑annual team dinners to show appreciation and strengthen connections. Be part of a firm that values innovation and client success. How to Apply Send your resume and cover letter to: Reece Johnson, General Manager *****@wmcaccounting.com.au 3*** This position requires Australian citizenship or permanent residency. Ready to make an impact? Apply now and help us deliver exceptional client experiences every day. #J-18808-Ljbffr
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