Practice Support Specialist

Cloudstaff; Angeles; On-site; PHP 380,000 - 520,000; Full time

Benefits offered by this job

Health insurance

Flexible leave credits

Monthly WFH perks boxes

Career advancement

Salary review

Company PC/Laptop

Tech-on-wheels support

Social clubs

International career growth

Referral incentives

Wellness program

Employee Share Units

Dream Points

Job summary

Cloudstaff is seeking a Practice Support Specialist in Angeles, Philippines, to assist the Principal Practitioner and ensure smooth day-to-day practice operations. The role emphasizes confidential handling of client files, detailed documentation, and professional communication within a growing tax practice.

The position requires experience in professional services, strong organizational skills, and comfort with Microsoft 365, Xero, and practice management tools.

Qualifications

• Experience working in a professional services firm.
• Experience preparing basic workpapers, summaries or client file notes.
• Familiarity with Microsoft 365, Xero, practice management software or CRM systems.
• Experience with automating repetitive tasks.

Responsibilities

• Supporting the Principal Practitioner with administrative and practice‑related tasks.
• Assisting with client file setup, document collection and information management.
• Preparing client correspondence, emails, summaries and follow‑up notes.
• Helping manage workflow, deadlines, task lists and client matters.
• Organizing documents and maintaining accurate client records.
• Supporting preparation of basic working papers, schedules or summaries where appropriate.
• Liaising with clients, accountants, advisers and other professional contacts as required.
• Helping improve internal processes, templates, checklists and systems.
• Taking on additional technical or client‑facing tasks as training and understanding develops.

Skills

Professional services experience

Administrative support

Written and verbal communication

Automation of repetitive tasks

Tools

Microsoft 365

Xero

Practice management software

CRM systems

Job description

Practice Support Specialist

Work Arrangement: Hybrid

Location: Philippines - Angeles (Pampanga)

Schedule: Morning Shift

Job Description

This role supports the Principal Practitioner and the day-to-day running of the practice. The position is designed for someone who can take tasks off the Principal’s plate, gradually build knowledge and responsibilities, and develop into a trusted support member of a specialist tax practice.

Key Responsibilities

• Supporting the Principal Practitioner with administrative and practice‑related tasks.
• Assisting with client file setup, document collection and information management.
• Preparing client correspondence, emails, summaries and follow‑up notes.
• Helping manage workflow, deadlines, task lists and client matters.
• Organizing documents and maintaining accurate client records.
• Supporting preparation of basic working papers, schedules or summaries where appropriate.
• Liaising with clients, accountants, advisers and other professional contacts as required.
• Helping improve internal processes, templates, checklists and systems.
• Taking on additional technical or client‑facing tasks as training and understanding develops.

Qualifications And Requirements

• Experience working in a professional services firm.
• Experience preparing basic workpapers, summaries or client file notes.
• Familiarity with Microsoft 365, Xero, practice management software or CRM systems.
• Experience with automating repetitive tasks.

Non‑negotiable Skills And Requirements

• Experience in administration and support for a professional services firm.
• Strong written and verbal communication skills.
• Excellent attention to detail.
• Strong organizational and time‑management skills.
• Ability to follow instructions, ask good questions and take ownership of tasks.
• Comfortable working independently once trained.
• Willingness to learn and take on new responsibilities.
• High level of confidentiality and professionalism.

Perks & Benefits

• Comprehensive health and life insurance on the 16th day of employment, covering one free dependent.
• Flexible leave credits for vacation, emergency and sick leaves.
• Quarterly perks boxes for WFH staff, offering groceries and snacks.
• Mid‑Year Parties with items to give away and cash prizes.
• Endless opportunities for career advancement.
• Annual performance review with salary increase.
• Company‑provided PC/Laptop and fiber internet connection.
• Tech‑on‑wheels support.
• Participation in CS Social Clubs and Special Interest Groups.
• International career growth and connections.
• Unlimited cash incentives for hired referrals.
• Mental wellness Employee Assistance program through Lifeworks.
• In‑house psychiatrist available for employee well‑being.
• Employee Share Units program.
• Cloudstaff Dream Points for bidding useful items.