Client Services Coordinator (Australian Accounting Firm)

HR Partner; Makati; On-site; PHP 335,000 - 469,000; Full time

Job summary

HR Partner is seeking a Customer Service Officer / Client Services Officer in Makati, Philippines to support business services teams with administrative tasks, accounting and tax workflows, and client communications. The role involves setting up new clients, handling compliance tasks, and coordinating with managers on client matters.

The position focuses on administering client records, facilitating document workflows, and ensuring timely communication with clients and internal teams.

Responsibilities

• Administrative functions: Adding new clients to XPM; Preparing client engagement letters and fee agreements; Setting up new client structures; Handling annual company statements and ASIC changes; Managing 'No Longer Client' matters; Client workflow support and follow-up; Scanning documents and filing in Virtual Cabinet; Assisting with team billing.

Job description

Makati, National Capital Region, Philippines, Philippines, Philippines

Full Time

We are seeking a Customer Service Officer / Client Services Officer for a mid-tier accounting firm

The primary purpose of the Customer Service Officer is to provide support to the relevant business services team by completing tasks relating to administrative functions, accounting & tax, client communications, and system access requirements.

Role and Responsibilities

Administration Functions

Adding new clients to XPM

Client engagement letters and fee agreement letters preparation

Setting up of new client structures upon request of director / manager including lodgment of relevant ATO and ASIC registrations

Corporate compliance obligations for relevant team including handling of annual company statements, ASIC changes, under supervision of ASIC officer

Handling of ‘No Longer Client’ matters under supervision of client manager

Client workflow management support, i.e., contacting clients to request work, logging jobs in into XPM and workflow system, client query reply to follow-up

Scanning in of documents and filing in Virtual Cabinet

Assistance with team billing

Accounting & Tax

Handling of tax assessments and notices received via paper and virtual cabinet tasks

Tax lodgment list handling, i.e., client payment reminders, follow up sent for signing

Preparing final client packs for compliance work, i.e., printing, collation, binding

Assisting with BAS and IAS lodgment at request of managers

Client Communications

Arrange client meetings on as needs basis on behalf of directors / managers

Publishing of compliance work via Moore Access portal and subsequent follow up of clients regarding signing of documents

Management meeting minutes preparation

Client secretarial work where applicable for clients, i.e. client mail collection

System access requirements

XPM user with ability to add clients, change client details, make client NLC

Virtual cabinet portal publisher rights

ATO tax agent portal rights to be able to add and remove client authority

NowInfinity user access

FuseDocs user access