Client Engagement Associate · Mabalacat, Pampanga

My Global; Mabalacat; On-site; PHP 613,800 - 1,004,400; Full time

Benefits offered by this job

Health insurance / HMO benefits

13th month pay

Christmas bonus or holiday bonus

Vacation, sick leave benefits

Overtime pay during peak periods

Job summary

My Global in the Philippines is seeking a full-time Client Engagement Associate to act as the main liaison between our clients in the U.S., Canada, and Australia and internal teams. You will manage a shared inbox, track inquiries, provide weekly status updates, and prepare basic monthly reports, while developing familiarity with Xero, TaxDome, and Microsoft Office.

This hybrid role requires a Bachelor's degree and at least five years of experience, with strong English communication and

Qualifications

• A Bachelor's degree in any field; interest and commitment to tax and accounting are valued.
• Excellent written and verbal English communication skills.
• Strong time management and organizational abilities for high email volumes.

Responsibilities

• Manage a shared inbox and ensure timely, professional communication with clients and internal teams.
• Monitor, track, and follow up on client inquiries to ensure prompt resolution.
• Provide weekly client status updates to ensure needs are met and satisfaction is maintained.
• Coordinate with internal teams to resolve concerns or escalate when needed.
• Prepare and submit basic monthly reports.
• Maintain organized client communications and status records.
• Develop working knowledge of internal systems, including Microsoft Tools, Xero, and TaxDome.
• Identify opportunities to improve workflows and implement efficiency-enhancing processes.

Skills

Team player

English skills

Time management

Organizational skills

MS Office

PDF handling

Education

Bachelor's degree in any field

Tools

MS Office

Xero

TaxDome

Job description

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 escalation 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
• 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