Client Services Coordinator

About Us

 BG Private is one of Australia’s leading Accounting, Audit and Advisory firms.  Proudly ranked among the AFR Top 50 Accounting Firms nationally, we are recognised as a leading practice in both Melbourne and Sydney.  Our team of 16 Partners and 120 staff are committed to excellence and client satisfaction, helping over 7,000 clients achieve their personal and business goals.  We are constantly pushing the boundaries with our innovative work practices and cutting-edge solutions and believe in creating a fulfilling and inspiring work environment where our people can thrive.

Our Culture

 At BG Private, we are committed to continuous development and career progression. Our people are our most valuable asset, and we provide clear pathways for leadership and partnership opportunities. You will be mentored by industry-leading professionals dedicated to your growth and success, with opportunities to collaborate and contribute meaningfully.

Our Benefits

• Up to 16 weeks paid parental
• Volunteer and 2 days wellness leave per annum
• Hybrid and flexible working arrangements
• BG Skills Academy to accelerate your professional development
• Financial support for postgraduate studies and paid professional memberships
• Health and wellbeing initiatives, including EAP and annual flu vaccinations
• Regular social events, including open bar on Fridays and regular in-house morning teas
• Discounted gym memberships
• Fully reimbursed all-day parking
• Direct access to partners

About The Role

 We are seeking a Client Services Coordinator to join our Accounting and Business Advisory team. In this role, you will provide AML Compliance, Corporate Secretarial, Tax Administration and General Administration Support.

 Using your expertise, a typical week would include:

• Complete AML/CTF checks on new and existing clients. Conduct KYC and CDD reviews, including beneficial ownership, PEP, sanctions and adverse media screening

• Assisting with Tax administration including collating and sending:

  • Tax Returns
  • Activity Statements
  • FBT returns

• Maintaining Corporate Registers for clients, including company secretarial changes as required, incorporation of companies and establishment of trusts

What we are looking for

• 3-5 years experience within an Accounting or Legal administration role, including Corporate Secretarial experience.
• Practical understanding of organisational structures, including Companies, Trusts and Self-Managed Superannuation Funds
• Practical understanding of AUSTRAC KYC and CDD requirements
• Excellent interpersonal, written, and verbal communication skills
• High ethical standards and a client-first mindset
• Exceptional time management skills and the ability to prioritise effectively
• Highly organised with strong attention to detail
• Ability to work autonomously and exercise sound judgement

How to apply

 We are looking for talented, driven individuals to join our team and contribute to our continued success. If you are looking for an opportunity to grow professionally, work with exceptional clients, and be part of a team that values excellence, we want to hear from you!  Click on the “apply” button below.

BG Private…For Today, Tomorrow & Beyond.