Client Services Officer– Work from Home, Full-time (Australia-based)

Client Services Officer (Remote – Australia)

Full-Time | $70,000 – $75,000 + Super

About Us

BMR Tax Advisory is a well-established and reputable accounting firm that prides itself on providing high-quality financial and tax services. We offer a comprehensive suite of specialised accounting solutions to a diverse clientele across a range of industries. Our services extend Australia-wide, and we are dedicated to maintaining the highest level of professionalism, accuracy, and client-focused service.

We are looking for a dedicated, proactive, and highly organised Client Services Officer to join our dynamic team and help us continue delivering exceptional client service.

Role Overview

As a Client Services Officer at BMR Tax Advisory, you will provide essential administrative support to our tax team, ensuring the smooth and efficient operation of day-to-day activities. Your role will involve managing office tasks, executing seamless client onboarding, coordinating compliance checks, and supporting our tax team in managing workflow, ATO communications, and client records.

Why This Role is Great for You

• Work from Home: Flexible, 100% remote work environment anywhere in Australia.
• Supportive Team Culture: Work alongside a team of experienced professionals.
• Competitive Salary: $70,000 – $75,000 + Super, based on experience.

Key Responsibilities

• Client Onboarding & Proposals: Manage the end-to-end onboarding and annual renewal process. Create, send, and follow up on proposals and engagement letters within Ignition, and prepare the daily onboarding list for the team. Asist clients with tax agent linking and other onboarding tasks.
• Identity & AML Verification: Coordinate Anti-Money Laundering (AML) requirements and digital ID checks efficiently via Annature.
• First Point of Contact: Serve as the primary contact for incoming client phone calls, handling general inquiries and proactively calling clients to perform security verifications (such as confirming changes to bank account details).
• ATO Mail Management: Oversee, process, and distribute incoming ATO correspondence using ATO Smart Docs.
• ATO Portal & Reporting Support: Download pre-fill reports and other vital client data directly from the ATO portal to assist the accounting team.
• ATO Liaison: Call the ATO directly to manage administrative matters, including setting up payment plans and submitting General Interest Charge (GIC) remission requests.
• Administrative Support: Provide high-level administrative assistance to the tax team, including the electronic filing of documents and performing other general administrative duties as required to support daily operations.
• Data Integrity: Maintain accurate, up-to-date client records and documentation within our practice management systems.
• Communication: Liaise professionally with clients regarding tax-related administrative matters.

Software & Systems Experience

• Ignition: Experience is essential.

Xero Practice Manager (XPM) and FYI Docs: Experience is highly regarded.

• Annature, and ATO Smart Docs: Previous experience is highly regarded.
• ASIC Systems: Experience using ASIC Edge, ASIC Connect, and BGL CAS360 is highly regarded.
• Cloud Software: Highly comfortable working in a fully cloud-based ecosystem.

About You

• Experience: Must have 3–5 years of experience in an administration or client services role specifically within an Australian accounting firm.
• Remote Capability: Proven experience working remotely or autonomously is highly regarded.
• Skills: Excellent attention to detail, strong organisational capabilities, and the ability to manage competing priorities to meet tight deadlines.
• Attributes: A proactive, reliable, and friendly attitude with a strict commitment to discretion and confidentiality regarding sensitive client information.

What We Offer

• 100% remote role with flexible working arrangements.
• Supportive and collaborative team culture.
• Ongoing training and professional development.
• Exposure to a broad client base across multiple industries.
• Opportunity to grow with a developing and modern accounting practice.