Client Accounting Services Account Manager | Onsite | US Experience

TOA Global; Mabalacat; On-site; PHP 400,000 - 600,000; Full time

Job summary

Une entreprise dynamique, TOA Global, recherche un CAS Account Manager pour gérer les projets client et fournir des solutions comptables personnalisées. Le candidat idéal aura une formation universitaire, une expérience en gestion de clients et un savoir-faire en technologie comptable telle que QuickBooks. Ce rôle clé nécessite une attention particulière aux détails et des compétences analytiques solides.

Qualifications

• MBA/BA en comptabilité, finance ou domaine connexe requis.
• Expérience en gestion de projet et gestion de clients souhaitée.
• Compétences analytiques solides et compréhension des concepts d'affaires.

Responsibilities

• Gérer les besoins des clients et superviser les projets comptables.
• Préparer et examiner les rapports financiers.
• Fournir des conseils et un soutien aux comptables.

Skills

Attention to detail

Analytical problem-solving

Business and accounting concepts

Client management

Project management

Education

MBA/BA in Accounting, Finance, Business or related field

Tools

QuickBooks

Job description

Location: Clark

Shift: Monday to Friday; 9:00pm – 6:00am

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, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.

About The Role ….

The CAS Account Manager will act as the primary liaison for clients, addressing their accounting needs, resolving issues, and providing financial insights. The ideal candidate will possess extensive experience in client management and project management.

Key Responsibilities

• Build and maintain strong relationships with clients
• Understand client needs and provide tailored accounting solutions
• Manage client projects, ensuring timely completion and adherence to budgets
• Coordinate with different departments to deliver comprehensive services
• Prepare and review financial reports
• Prepare, review, and submit compliance filings, and other regulatory filings
• Oversee and manage client projects, ensuring timely completion of and adherence to budgets.
• Monitor project process and provide regular updates to clients and senior management.
• Provide guidance and support to bookkeepers, fostering their skills and development
• Utilize advanced accounting software and tools to streamline bookkeeping processes and improve data accuracy
• Ensure all bookkeeping activities comply with internal policies and procedures, industry standards, and regulatory requirements
• Learn and demonstrate evolving accounting and technology skills
• Participate in firm wide initiatives
• Identify and pursue opportunities to expand client base and services
• Develop proposals and presentations for prospective clients
• Develop the ideal client profile
• Participate in networking events and industry conferences
  
  

Qualifications / Skills

• MBA/ BA in Accounting, Finance, Business or related field required
• Attention to detail coupled with patience and tenacity
• Understanding of taxation, payroll and other fiscal aspects of a business
• Strong analytical problem-solving skills
• Excellent understanding of business and accounting concepts
• Experience in financial forecasting and budgeting
• Ability to manage multiple tasks and meet deadlines
• Proficient in accounting software (QuickBooks)
• Prior experience managing staff preferred
• Prior bookkeeping experience required