Client Engagement Associate

Horizons - My Global Connection; Mabalacat; Hybrid; PHP 446,000 - 725,000; Full time

Benefits offered by this job

Health insurance / HMO

13th month pay

Christmas bonus

Holiday pay

Overtime pay

Training and learning opportunities

Vacation leave

Sick leave

Job summary

Horizons - My Global Connection is hiring a full-time Client Engagement Associate to act as the primary contact between clients and internal teams supporting tax and accounting operations for US, Canada, and Australia. The role emphasizes timely inbox management, inquiry tracking, and weekly status updates.

The ideal candidate has 5+ years in a similar role, a bachelor's degree, excellent English communication, and strong organization.

Qualifications

• Bachelor’s degree required; interest in tax and accounting industry valued.
• Minimum 5 years of experience in similar role.
• Excellent written and verbal English communication skills.
• Strong time management and organizational skills in a fast-paced environment.
• Proficient in PDF and Microsoft Office applications (Word, Excel, PowerPoint).
• Willingness to learn internal systems and suggest workflow improvements.

Responsibilities

• Manage a shared inbox with timely, professional client and internal communications.
• Track, follow up, and respond to client inquiries promptly.
• Provide weekly client status updates to ensure satisfaction.
• Coordinate with internal teams to resolve issues or escalate when needed.
• Prepare and submit basic monthly reports.
• Maintain organized records of client communications and status updates.
• Develop working knowledge of internal systems (Microsoft Tools, Xero, TaxDome).
• Identify opportunities to improve workflows and implement changes for efficiency.

Skills

Team player

Time management

English communication

Open to process improvement

Quick learner

Education

Bachelor’s degree

Tools

Microsoft Office

PDF tools

Xero

TaxDome

Job description

About The Role

We're looking for a full-time Client Engagement Associate to serve as a key point of contact between our clients and internal teams, supporting our U.S., Canadian, and Australian tax and accounting operations.

In This Role, You Will

• Manage a shared inbox and ensure timely, professional communication with clients and internal teams
• Monitor, track, and follow up on client inquiries to ensure all messages are addressed promptly
• Provide weekly client status updates to help ensure client needs are met and satisfaction is maintained
• Coordinate with internal teams to resolve basic client concerns or appropriately elevate issues when needed
• Prepare and submit basic monthly reports
• Maintain organized and accurate records of client communications and status updates
• Develop working knowledge of internal systems, including Microsoft Tools, Xero, and TaxDome, for basic navigation and information retrieval
• Identify opportunities to improve workflows and suggest or implement processes that enhance efficiency and productivity

Qualifications

• A team player with a fun, positive, and professional attitude
• Minimum of 5 years of experience in the same or a similar line of work
• Bachelor's degree in any field; interest, motivation, and commitment to the tax and accounting industry are highly valued
• Excellent written and verbal English communication skills
• Strong time management and organizational skills, with the ability to handle high volumes of emails and prioritize tasks effectively in a fast-paced environment
• Strong computer proficiency, particularly in PDF and Microsoft Office applications (Word, Excel, PowerPoint, etc.)
• Quick learner with the ability to absorb new information, tools, and technologies efficiently
• Open to sharing ideas and suggesting process improvements to support smoother and more efficient workflows

Work Schedule and Location

• 8-hour shift from 9:00 AM to 6:00 PM, Monday to Friday
• Hybrid work setup with on-site work required every Tuesday, Wednesday, and Thursday
• May be required to render overtime or report to the office more regularly during tax filing deadlines, trainings, or as business needs require
• Office location: Mabalacat, Pampanga
• Preference will be given to candidates residing in or near Mabalacat, Angeles City, or nearby areas in Pampanga, or those willing to relocate nearby

Salary and Benefits

• Competitive monthly salary based on experience and qualifications
• Performance-based bonus
• Christmas gift or holiday bonus
• 13th month pay
• Health insurance / HMO benefits
• Overtime pay during peak periods and tax filing deadlines
• Training and continuous learning opportunities
• Vacation leave and sick leave benefits
• Philippine holiday pay