✅ Work from home (100% remote) ✅ Earn $70,000 to $80,000 + super! ✅ Enjoy flexible hours / work arrangements! ✅ Join a team of positive, great people! ✅ Get recognised and rewarded for your hard work! ✅ Own systems, workflows, and client experience end-to-end! ✅ Join a modern, fast-growing firm with growth opportunities! ✅
About Trade Business Accountants
We’re a specialist tax and bookkeeping firm that works exclusively with trade and construction businesses. Far from the traditional firm – we don’t do outdated systems, time sheets, office politics, micromanagement, or have ‘that’s how we’ve always done it’ thinking. Instead, we’re modern, fully remote, and systems-driven – focused on delivering amazing financial outcomes for hardworking Aussie business owners and creating a genuinely great place to work for high-performing professionals.
And we’re looking for a rockstar Client Services Officer!
About The Position
This is a high-trust, high-impact role. As our lead CSO, you are the backbone of the firm’s client experience and internal flow. From the moment a new client signs up, your job is to guide them with confidence through onboarding, make sure nothing falls through the cracks, and help keep standards high across the firm. You’ll anticipate issues before they arise, build and maintain systems that scale, own outcomes – not just tasks, and protect both the client experience and the team’s capacity.
Why Join The Team?
* Attractive pay – $70,000 to $80,000 + superannuation!
* Full-time employment (38 hours per week) open to flexible work arrangements
* Work from the comfort of your own home, anywhere in Australia – 100% remote
* Zero micromanagement… we hire great people and get out of their way
* Laptops, monitors, mouse, ergonomic chairs – anything you need, we’ll cover it
* Thrive in a collaborative team where every voice is valued (you’ll never feel like just another cog in a large machine – we’re far from big corporate)
* Long-term role in a fast growing, niche firm – be a key part of the growth!
* Get amongst an amazing culture of motivated, down to earth, positive people. We're a tight-knit team that want the best for each other and our clients (no silly office politics, clashing egos, or corporate nonsense here!)
* Leave the stone age behind – we use modern, cloud-based systems
* Join us on our mission to transform the traditional accounting service (provide real, proactive value for hardworking Aussies!)
* Get paid to upskill – we’ll cover any training you need to excel in your role (if there’s something that helps you in your role and adds value to the firm – we’re all in!)
* Have complete ownership over your role end-to-end (let your experience shine)
* Minimal weekly meetings. We have 1 weekly team meeting with the rest of your time spent helping clients and staff
* Your hard work will be recognised and rewarded!
* We’re very accommodating with appointments, family commitments, and desired time off (we like the term ‘work life rhythm’)
* You’ll have a management team who has your back!
* Zero timesheets! (we measure outcomes not minutes)
* You can raise issues, suggest changes, and challenge inefficiency without fear
* Mistakes are fixed, not punished – to us ownership matters more than perfection
* Career growth opportunities (we really are growing fast)
* Involvement in process design, systems decisions, and firm-wide improvements
What You’ll Be Doing
* Calling new leads and capture key info
* Managing client onboarding and offboarding processes end-to-end
* Preparing and sending engagement letters + new client welcome packs
* Preparing and sending year-end tax / financial statement packs
* Sending bulk client communications when needed
* Managing our systems: SharePoint, XPM, NowInfinity, ATOmate, Asana, etc. (Naming conventions, folder structures, ongoing clean up. Adding new clients, updating details, new jobs, rolling jobs etc.)
* Sending Form 362s and adding clients to NowInfinity
* Supporting the tax team with scheduling jobs, information gathering, and admin tasks like trust minutes, FBT letters, etc.
* Keeping ASIC / ABR / ATO details and XPM client records accurate and up to date
* Tracking lodgements, tax payments, reminders, and payment plans
* Reviewing Asana/trackers and ensure the team are using them properly
* Setting up weekly and monthly trackers and reporting status to directors
* General admin support to directors
* Owning the ‘little things’ that matter most – like birthdays, gifts, hampers, experiences, merchandise, and culture building initiatives
The Ideal Applicant Has The Following
* 3 – 5+ years’ minimum experience in a CSO, operations, or practice management role within an Australian public practice firm
* Strong knowledge of ASIC, ABR and ATO processes
* Experience with Xero Practice Manager (XPM) and NowInfinity (highly regarded)
* Confidence using cloud tools such as Xero, Dext, Asana, SharePoint, Teams etc. – being tech savvy is a must in this role
* A genuine passion for delivering outstanding client service + experience
* Extremely high attention to detail. Please include the abbreviation ‘HATD’ at the bottom of your cover letter to prove this quality
* Proactive and positive personality – think ‘glass half full’
* Excellent written and verbal communication
* Can’t stand loose ends, messy systems, or poor follow-through
* Is naturally the person everyone relies on to make things happen
* Take pride in running a tight, well-oiled operation
* Can see what’s missing, broken, or inefficient and feel compelled to fix it
* Confident being client-facing via phone, email, and virtual meetings
* Self-motivated, disciplined, and can manage your own priorities / deadlines
* A winner’s mindset – we play to win!
How To Apply
Apply today with your resume and a professional cover letter explaining why you’re the best person for the job. Bonus points if you include an example of a system, process, or major change you improved while at a previous firm (and the impact it had).
Important note – for every 30 days on Seek we receive close to 1,000 applications with only 1 person joining the team. Our service demands the top 0.1% – if you don’t include a cover letter, you won’t be considered for this position.
P.S. Life moves fast. If you're not happy, make the change!
For more information:
Visit our website www.tradebusinessaccountants.com.au/careers
Check out our socials www.instagram.com/tradebusinessaccountants