Senior Client Services / Team Leader

Senior Client Services / Team Leader Senior Client Services / Team Leader

About the Role

This is an opportunity for an experienced public practice professional to step into a senior client services position with genuine ownership and leadership responsibility.

Working alongside a close-knit team, you’ll lead a small administration/client services team of three while remaining hands-on with your own workload. You’ll be the go-to person for the team when it comes to workflow, ASIC requirements, client administration and making sure deadlines and priorities are kept on track.

The role would suit someone who enjoys being involved in the detail but also has the confidence and capability to guide others, delegate effectively and step in when the team needs support.
You’ll work closely with accountants, managers and directors across the practice, helping ensure clients receive a seamless and professional experience from onboarding through to ongoing administration.

Key Responsibilities

• Lead, support and coordinate a team of three client services/administration staff.
• Allocate and prioritise workloads across the team.
• Manage and oversee ASIC requirements, including company changes, annual reviews and related documentation.
• Manage ATO-related administration and ensure key deadlines are met.
• Work across CAS 360, Xero and ATO systems.
• Maintain accurate client records and ensure documentation is completed correctly and on time.
• Assist with client onboarding, administration and ongoing client requirements.
• Support accountants and senior staff with workflow and administrative requirements.
• Identify opportunities to improve processes, systems and team workflows.
• Remain hands-on and jump in to assist the team when workloads increase.

Experience with DocuSign and Ignition would be advantageous, although not essential.

About the Firm This is a well-established, family-run accounting firm with a team of around 20 people. The culture is one of the biggest drawcards — it’s professional and high-performing without feeling corporate or overly formal.
Located in Brisbane Suburbs, the office is ideal for someone who wants to be close to the city without having to work in the CBD.

The modern office has been designed with people in mind, with breakout spaces, cosy lounge areas, massage chairs, a fully equipped kitchen and even a fireplace for the cooler months.

The team is genuinely diverse, with a range of ages, backgrounds and cultures. Different celebrations and events are embraced, including things such as Chinese New Year, and the team regularly gets together for monthly Friday drinks.

What's on Offer

• A senior position with genuine leadership responsibility.
• The opportunity to lead a team while remaining hands-on.
• A supportive, family-first working environment.
• Modern and comfortable Woolloongabba office.
• Onsite parking.
• 8:30am – 5:00pm working hours.
• Flexibility around appointments and one-off personal commitments.
• A friendly team where people know and support each other.
• Competitive salary, with the package open to negotiation based on experience.

The Person

We're looking for someone who knows public practice and can confidently hit the ground running.

You'll ideally have solid experience in a similar client services, practice administration or senior administration role within an accounting firm, along with strong ASIC knowledge and experience using CAS 360, Xero and the ATO.
Just as importantly, you'll be someone people want to work with.
You'll be approachable and empathetic, but comfortable being firm when required. You’ll be organised, proactive and able to manage competing priorities without becoming overwhelmed.

Most importantly, you’ll have a strong work ethic and genuinely care about supporting your team and delivering a great experience for both clients and colleagues.

If you're looking for a senior role where you can lead, contribute and be part of a genuinely welcoming team, this could be a great next move. Apply Now