Client Services Officer

Client Services Officer – Y Partners Business Services Pty Ltd

We're seeking an experienced and motivated Client Services Officer to join our Accounting team! This part-time role offers flexible working hours across Monday to Friday and may be well suited to someone looking for school-friendly hours. Salary will be negotiated based on experience and skills.

About Us:

Y Partners is a progressive professional services firm delivering integrated solutions across Business Advisory, Tax & Accounting, Self-Managed Superannuation, Human Resources, Cloud Solutions, Wealth Management and Lending. We proudly support a diverse portfolio of business owners, professionals and individuals with tailored advice to help them achieve their financial and business goals.

About you:

• Customer service experience is required. Previous experience within an accounting practice or professional services environment is highly regarded but not essential.
• Sound understanding of accounting practice operations and client administration processes
• Experience using practice management software (such as Xero, FYI, XPM, or similar) and Microsoft Office applications is favourable but not essential.
• Excellent organisational and time management skills
• Committed to delivering exceptional client service
• Excellent written and verbal communication skills
• Collaborative team player who works effectively with colleagues to support client outcomes and the smooth operation of the accounting team

Role and Responsibilities

As a Client Services Officer, you will be responsible for, but not limited to:

• Providing administrative and client service support to a dedicated accounting team portfolio
• Preparing and issuing completed taxation and financial reporting documents to clients in a timely and professional manner
• Managing client onboarding, record maintenance and practice management systems
• Preparing client correspondence, engagement documentation, tax letters and invoices
• Assisting with client registrations (including TFN, ABN, GST and PAYG) and preparing company and trust establishment documentation
• Liaising with clients, the ATO, ASIC and other external stakeholders
• Maintaining accurate records and ensuring compliance with firm procedures
• Providing reception and front-of-house support as required

Why Join Y Partners?

• Opportunities to grow with a business that values initiative and continuous improvement
• Wellbeing program, including EAP access
• Regular team and social events throughout the year!

Salary package is negotiable based upon experience and qualifications.

If this opportunity aligns with your skills, experience and career goals, we would love to hear from you. Please forward your resume and covering letter to [email protected].

Please note that only applicants selected for an interview will be contacted.

Applications close 3rd November 2026.