Integritas Accountants and Advisers Pty Ltd – Footscray VIC
Client Onboarding Specialist | Own the New-Client Experience | Growing Public Practice
Integritas is a growing accounting and advisory firm, and we're creating a dedicated Client Onboarding Specialist role to take ownership of how every new client joins the firm — from the first \"yes\" through to a fully set-up, compliant file ready for our accounting team.
This is more than admin. Client onboarding in public practice has become one of the most important processes in the firm — the client's first impression, and increasingly a genuine compliance function.
With the new AML/CTF obligations now applying to accountants and the ATO's client-to-agent linking process, getting onboarding right protects the practice and sets every client relationship up to succeed. We're looking for someone organised, personable and process-driven to own it end-to-end.
Why this role is worth a look:
- Own it end-to-end — build and run the onboarding function, with the autonomy to shape the process, templates and systems.
- A role with real substance — client acceptance, compliance (AML/CTF, KYC), engagement, ATO/ASIC setup and client care all under one owner.
- Client-facing and valued — you're the welcoming face of the firm and the reason new clients feel looked after from day one.
- A firm that's growing — a modern, systemised practice with a clear path to grow the role as we grow.
What you'll be doing
- Managing the end-to-end onboarding of every new client against a consistent, compliant checklist — from acceptance through to handover.
- Running client acceptance and due diligence — identity verification (KYC), conflict checks, and risk assessment in line with the firm's AML/CTF obligations.
- Preparing and issuing engagement letters, terms of business and fee arrangements, and managing ethical clearance letters to previous accountants (and obtaining prior-year files).
- Coordinating ATO client-to-agent linking, adding clients to Online Services for Agents, and managing ASIC appointments and registrations.
- Setting up clients in our practice-management system and accounting software (XPM , Xero, MYOB, QuickBooks) — records, ledgers, bank feeds, portal access and permanent-file information.
- Delivering a warm, professional welcome experience, setting expectations, and courteously chasing any outstanding information.
- Handing a clean, complete file to the accounting team and setting the client up on our lodgement/compliance program.
- Owning and improving the onboarding process — templates, automation, turnaround times — and reporting on volumes and bottlenecks.
- Maintaining the current client data base to ensure compliance.
(As the role and firm grow, there's scope to take on the firm's AML/CTF program, annual re-engagement across the client base, and broader client-experience and systems responsibilities.)
About youEssential
- Experience in a public-practice accounting firm or professional-services environment (accounting, legal, financial planning).
- First-class organisation and administration — you keep many moving parts on track without dropping any.
- Excellent written and verbal communication and a genuinely client-focused, professional manner.
- Confident with cloud practice and accounting software (Xero / Xero Practice Manager, MYOB, QuickBooks) and document/portal systems.
- High attention to detail and discretion with confidential, sensitive information.
Highly regarded
- Exposure to AML/CTF / KYC and client-acceptance / risk processes.
- Familiarity with ATO Online Services for Agents, client-to-agent linking, and ASIC portals.
- Experience with engagement letters, ethical-clearance letters, and TPB / APES obligations.
- Process-improvement or onboarding-automation experience (e.g. FYI, Seamlss, FuseSign, Content Snare).
What's on offer
- A rare opportunity to build and own a function, not just join one.
- Competitive salary, negotiable based on your experience.
- A growing, systemised firm with a clear path to expand the role.
- A supportive team and a genuinely valued, client-facing position.
- (Add specifics you'd like to feature — parking, professional development, flexibility over time, team culture.)
Integritas is an equal opportunity employer.
Client Onboarding Specialist in Maribyrnong employer: Integritas Accountants and Advisers Pty Ltd
Integritas Accountants and Advisers Pty Ltd is an exceptional employer located in the vibrant community of Footscray, VIC, offering a supportive work culture that fosters professional growth and development. With a focus on hands-on experience and a commitment to helping employees achieve their CA or CPA qualifications, the company provides ample opportunities for career advancement while maintaining a collaborative environment. Employees benefit from a diverse client base, flexible working arrangements, and the chance to work with modern accounting software, making it a rewarding place to build a meaningful career in accounting.
Contact Details:
Integritas Accountants and Advisers Pty Ltd Recruitment Team
