BPT The Birdanco Practice Trust
Hiring now
Client Services & Practice Coordinator
Melbourne, Victoria, AustraliaFull-timePosted 7 weeks ago
BPT The Birdanco Practice Trust
ApplyBPT The Birdanco Practice Trust
Hiring now
Melbourne, Victoria, AustraliaFull-timePosted 7 weeks ago
BPT The Birdanco Practice Trust
ApplyOUR VALUE PROPOSITION
At RSM, our purpose is to instill confidence in a world of change for both our clients and our people.
RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.
Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.
Who we are:
RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.
About the role:
Melbourne, VIC
Are you an experienced public practice administrator looking for a role where you can truly own processes, build relationships, and make an impact?
At RSM Australia, we're looking for a highly organised and proactive Practice Coordinator to join our Melbourne Business Advisory team. This is a pivotal role responsible for delivering a seamless client experience from onboarding through to offboarding, while supporting ASIC compliance, ATO administration, and the day-to-day operations of a thriving professional services team.
If you enjoy variety, take pride in getting the details right, and thrive in a fast-paced accounting environment, we'd love to hear from you.
As the Practice Coordinator, you'll be the central point of coordination for client onboarding, offboarding, compliance administration, and practice support activities.
Working closely with our Business Advisory team, you'll ensure clients experience a professional, efficient, and seamless journey while maintaining the accuracy of records, compliance obligations, and administrative processes.
Your responsibilities will include:
Managing client onboarding and offboarding processes from start to finish
Coordinating engagement documentation, client acceptance procedures, and AML/CTF requirements
Maintaining accurate client records and documentation
Liaising with clients and engagement teams to gather information and resolve outstanding matters
Processing ASIC annual reviews, company changes, incorporations, trust establishments, and statutory lodgements
Maintaining company registers and corporate records
Monitoring outstanding documentation, signatures, and compliance requirements
Acting as a key liaison between clients, ASIC, and internal stakeholders
Supporting client linking, registrations, authority updates, and client record maintenance
Managing routine ATO correspondence and enquiries
Monitoring assessments, lodgement status, and compliance matters
Maintaining accurate records of actions and outcomes
Managing electronic filing and document management systems
Assisting with workflow coordination, reporting, and administrative activities
Supporting process improvement initiatives across the team
Providing responsive and professional support to both clients and colleagues
About you:
We're looking for someone who understands the pace and complexity of a public practice environment and enjoys being the person who keeps everything running smoothly.
You'll bring:
Minimum 3 years' experience within a public practice accounting or business advisory firm
Strong experience in client onboarding, client administration, and workflow coordination
Solid ASIC compliance and corporate secretarial experience
Experience with ASIC annual reviews, company changes, corporate registers, and statutory lodgements
Exposure to ATO Online Services for Agents, Client Portal, and tax lodgement systems
Experience using CAS 360 or similar corporate compliance software
Strong organisational skills with exceptional attention to detail
A proactive, solutions-focused approach and the ability to manage competing priorities
Excellent written and verbal communication skills
A genuine commitment to delivering outstanding client service
Life at RSM:
RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are!
Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.
How to apply:
Please click on the “apply” button and complete our online application form.
Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.