Administrative Staff

TOA Global Pty; Cebu City; On-site; PHP 424,000 - 491,000; Full time

Benefits offered by this job

Annual leave & service incentive

HMO & Life Insurance

Onsite delivery center Cebu

Job summary

TOA Global Pty in Cebu is seeking an organized Admin Assistant to support data processing and document workflows for a U.S.-based real estate financial services firm. You will verify client information, manage secure digital records, and assemble tax return packages across CCH Axcess and related platforms.

The role requires 1–3 years in admin/data processing, familiarity with CRM tools, and strong English communication. This is an onsite, full-time position with competitive local compensation.

Qualifications

• 1–3 years of administrative support or data processing experience.
• Exposure to public accounting (CPA firms) or real estate financial services is preferred.
• Familiar with CRM environments and tax/practice management software.
• Proficient in Microsoft Word, Excel, and Outlook.

Responsibilities

• Evaluate and verify client information across multi-step processes and CRM systems.
• Log, organize, and maintain secure digital client records and workpapers.
• Review real estate and tax documents and assemble tax return packages.
• Coordinate entity formations and support partners and senior accountants.

Skills

CRM experience

MS Office

Data processing

Attention to detail

English communication

Education

Bachelor’s/Associate’s degree in Business Administration/Office Management

Tools

CCH Axcess

TaxDome

SurePrep

CorpNet

Job description

**Admin Assistant****Location:** Cebu, Philippines**Work Arrangement:** Onsite, Full-time**Shift:** Monday – Friday | 9:00 PM – 6:00 AM PHT**Salary Range:** Php 38,000 – Php 44,000**Unlock Your Potential!**At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and the Philippines, supporting our global clients across the accounting, finance, and professional services industries. We are seeking an organized, detail-oriented **Admin Assistant** to support operational workflows for a dynamic U.S.-based firm specializing in real estate financial services and tax compliance. You will manage multi-step data processing, evaluate and verify complex financial documents across specialized software platforms like **CCH Axcess**, and keep administrative workflows moving seamlessly.**Your Impact*** **Workflow & Data Processing:** Evaluate and verify incoming client information, moving data through structured multi-step processes across specialized applications and CRM systems to keep operational workflows on track.* **Document Intake & Management:** Log, organize, and maintain secure digital client records, managing digital document intake and organizing workpaper binders according to strict firm procedures.* **Financial & Tax Document Comprehension:** Review, interpret, and organize critical real estate and tax records—including escrow statements, loan statements, financial statements, property tax records, impound statements, Form 1099, 1098, W-2, and W-9s—while assembling finalized tax return packages for client delivery.* **Entity Formation & Administrative Support:** Coordinate entity formations, maintain multi-state corporate compliance files, manage client correspondence, and provide essential administrative support to Partners and Senior Accountants.**What You Bring*** **The Experience:** 1 to 3 years of administrative support or data processing experience, with a strong preference for candidates with exposure to public accounting (CPA firms), CRM environments, or real estate financial services.* **Credentials & Education:** Bachelor’s or Associate’s degree in Business Administration, Office Management, or a related field (or equivalent practical experience).* **Technical Mastery:** Familiarity with CRM systems and tax/practice management software—such as **CCH Axcess**, TaxDome, SurePrep, or CorpNet—alongside strong proficiency in Microsoft Office (Word, Excel, Outlook).* **Core Competencies:** Critical thinking skills, strict attention to detail, ability to follow multi-step instructions precisely, foundational knowledge of U.S. tax and financial terminology, and excellent written and verbal English communication skills.**Why You’ll Love It Here**We believe in rewarding high achievers with a work environment that fuels both professional growth and personal well-being.* **Time for You:** Enjoy 21 Total Annual Service Incentive Leaves, flexible to use for travel, emergencies, or anything you may need for your “Me time.”* **Tenure Recognition Program:** Celebrate your milestones with us; on your 2nd year, choose between a cash reward or one free HMO dependent.* **Health & Security:** Comprehensive HMO and Life Insurance coverage from day one.* **Onsite Collaboration:** Work from our state-of-the-art delivery center in Cebu alongside supportive administrative and accounting professionals.* **Operations Career Pathway:** Deepen your expertise in specialized accounting software, tax practice workflows, and client operations, establishing a clear trajectory toward Senior Administrative Coordinator, Operations Supervisor, or Practice Management roles.