Client Engagement Specialist for Tax & Accounting

My Global; Mabalacat; Hybrid; 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

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