About the job
The role in a nutshell 🚀
You’ll run point on the client experience, keep workflow humming, and make sure the details (including invoicing and follow-ups) are nailed, so the team can focus on advice. It’s a high-trust role with real ownership and plenty of client contact.
Full-time | Flex and Hybrid Options
Starting Salary: $75,000 to $80,000 + super (or negotiable depending on experience)
The real-life version ✅
You know the moment when a Manager is mid-client meeting, three things need following up, an invoice is waiting, and a client is chasing an update. You step in, sort it, close the loop, and everyone's happy.
That’s the job.
This is a newly created role to help drive the practice forward. It’s not an accounting role. It’s a workflow management role. You’re the person making sure the t’s are crossed and the i’s are dotted, especially around client comms and invoicing.
If you’re the kind of person who loves being the organised one, the follow-up person, the “leave it with me, I’ve got this” person, you’ll feel right at home.
What you’ll be responsible for 👇
Owning the workflow for client jobs so nothing gets missed and follow-ups actually happen
Managing invoicing end-to-end, including getting the right info from the team, issuing invoices, and keeping things tidy
Taking the admin load off our Managers, so they stay focused on high-value work
Being a calm, capable first point of contact for clients by phone and email
Keeping client records, documentation, and internal checklists up to date
Coordinating workflow support across the team (deadlines, next steps, “who’s got this?” clarity)
Spotting issues early and fixing them before they become a drama
Improving small systems and processes so the workload gets lighter over time
Success looks like ⭐️
Managers stop carrying admin in their heads
Invoicing is consistent, accurate, and on time
Clients feel looked after and always know what’s happening
Nothing slips through the cracks because you’re on it
Under your watch, everyone is following systems and processes all the time
You are... 🔎
Warm, very personable, organised, and you follow through. You don’t need to be an accountant, but you do need to be confident working in a professional services environment and dealing with small business clients.
You’ll likely have:
3+ years experience in a similar client-facing role (e.g. admin, accounts, client service)
Best-practice customer service and communication skills (phone and email)
Experience with invoicing and account admin
Nice to have:
Xero, MYOB, or practice management software experience (XPM, Karbon, APS, HandiSoft, FYI, etc.)
Light bookkeeping knowledge
Others would describe you as…
Ridiculously organised (in a way that makes other people feel safe)
Warm, confident, and a pleasure to deal with
Proactive. You do not wait to be asked twice
Great at juggling priorities without dropping the ball
Clear communicator who can turn complex stuff into normal English
Comfortable with invoicing, basic bookkeeping tasks, and client account coordination
About PAL 👋
Headquartered at the trendy end of Pakington Street, Newtown (Geelong) - PAL is an established yet progressive practice that was born from a desire to do things differently.
Check out the team on our website: https://www.palaccounting.com.au
And get a feel for our vibe on IG: https://www.instagram.com/palaccounting_/
Why you’ll like it here 🤩
High standards, low ego: we like good work and good humans
Flexibility that fits real life: WFH, flex hours and flex leave once you’re settled
Positive culture: solid banter, fun social events, and a life outside work
Newtown lifestyle: great coffee, less traffic, and the Surf Coast sitting there like a screensaver
How to apply ✏️
If you’re reading this thinking, ‘this is me’ then we should talk.
Send through your CV, or a short note about your background and the kind of role you want next. If you’re not actively looking but you’re curious, that’s fine too. We’re always looking for good humans.
We can't wait to meet you!
Katherine (People and Experience @ PAL)
📧 katherine@palaccounting.com.au
