The Company This firm has built a reputation for doing things differently. The leadership team has created a practice where efficiency and results matter more than face-time, operating from centrally offices on Brisbane’s city fringe. They’ve invested heavily to create an environment that actually streamlines work rather than complicating it. The firm is now entering an exciting growth phase, having commenced a series of acquisitions designed to expand its footprint and service capability. As a result, they’re looking to appoint a seasoned Client Services Coordinator who can help shape the operational direction of the practice through this next stage. Work-life balance here isn’t just lip service. Fortnightly 2PM Friday finishes are standard practice, not a special perk. Extended leave gives everyone proper time to recharge. Performance-based bonuses reward those who contribute to improving how the firm operates, while genuine hybrid working (up to three days from home) and flexible start/finish times allow life and work to coexist smoothly. When busy periods hit, they’re transparent about it and pay overtime accordingly. The directors understand that good people have options, so they’ve built a firm that gives professionals real reasons to stay – autonomy, modern systems, flexibility, and tangible benefits that make a difference beyond the office. The Role This newly created Client Services Coordinator position offers the opportunity to take genuine ownership of firm-wide systems and processes while playing a key role in supporting two Directors through an ongoing period of growth and acquisition. You’ll be responsible for overseeing the broader administration and client services function while working closely with management consultants engaged in the firm’s practice acquisitions. The role goes well beyond the day-to-day, offering scope to create operational blueprints, refine systems, and roll out improved workflows across the newly acquired firms. You’ll act as a key intermediary between Directors, external consultants, and internal teams, ensuring the firm’s high standards of client service and compliance are maintained through transition and growth. Key responsibilities include Managing client relationships as a primary contact, ensuring exceptional service delivery Overseeing and mentoring the client services and administrative team Supporting Directors with strategic administrative tasks and workflow optimisation Working closely with external advisors and consultants during ongoing acquisitions Identifying and implementing process improvements across the Client Services function Developing and delivering training initiatives to enhance team capability Monitoring team capacity and workflow distribution to maximise efficiency Managing ATO and ASIC lodgements with a focus on compliance and process improvement Coordinating communications and correspondence using modern, integrated systems This role will suit someone who thrives on improving systems and enjoys combining leadership with operational execution. Your input into the firm’s next phase of growth will be directly recognised through their structured bonus incentive program, rewarding those who make the business run better. The Candidate You’ll bring extensive public practice experience in Client Services or Practice Management, ideally gained in a progressive accounting or professional services firm. You’re confident operating at a senior level, liaising directly with partners and external stakeholders while managing competing priorities with minimal oversight. To succeed in this role, you’ll demonstrate: Previous experience in a senior Client Services or Practice Management capacity within accounting or professional services Strong understanding of compliance support tasks including ATO and ASIC lodgements, BAS/IAS tracking, and client file management Familiarity with platforms such as Xero (preferred), MYOB, APS, HandiSoft, Class Super, or BGL Demonstrated ability to improve systems, streamline processes, and lead change Excellent communication and stakeholder management skills Advanced Microsoft Office capabilities and adaptability to new technologies Proven ability to manage team capacity and competing priorities independently A collaborative, solutions-focused approach that prioritises efficiency and outcomes This position offers the opportunity to step beyond routine administration into a broader leadership role that combines strategy, systems, and people management. It’s an ideal move for an experienced Client Services professional looking to elevate into a firm where input, initiative, and innovation are genuinely valued. Additional Opportunities Alongside this position, I am currently engaged on a number of assignments across the accounting and financial services sector. These include client services, administration, and accounting opportunities at both boutique firms and larger practices. Not every role is advertised publicly, so if this position is not the right fit, there may be an alternative that better suits your skills and career plans. About Tristan Vaughan As Divisional Manager within our professional services team, I specialise exclusively in accounting and financial services recruitment. I work closely with professionals who are considering their next move carefully, whether that is for greater responsibility, improved flexibility, or a stronger cultural fit. If you would like a confidential discussion about this opportunity or the broader market, feel free to reach out. M: 0485 952 437 E: tristan.vaughan@wtpgroup.com To apply, please utilise the Quick Apply button within this advertisement. Alternatively, you may contact Tristan through our reception team on 1300 720 832.
