Remote Practice Operations & Client Services Coordinator

TeamUp; Philippines; Remote; PHP 3,266,000 - 4,899,000; Full time

Benefits offered by this job

Discretionary year-end bonus

22 PTO credits

HMO allowance

Fully remote

Career growth opportunities

Job summary

TeamUp, a Philippines-based role, is seeking a Practice Operations & Client Services Coordinator to streamline client relationships and operational workflows from a remote setting. You will engage with Australian clients, support onboarding, and drive timely delivery of services.

The ideal candidate has a Bachelor's degree in Accounting or related field, 3–5 years in Australian accounting support, and proficiency with Karbon and Xero.

Qualifications

• Bachelor's degree in Accounting, Business Administration, Management or related field.
• 3–5 years in operations/client services for Australian accounting/advisory firms.
• Familiarity with BAS/IAS, ATO procedures, and ASIC compliance.
• Xero experience; Karbon preferred; knowledge of XPM/FYI or similar tools is an advantage.
• Excellent English; ability to communicate with Australian clients.
• Strong client service, coordination, and deadline management.
• Ability to document SOPs and improve processes; automation/AI familiarity is a plus.
• Highly organized with attention to detail and the ability to manage competing priorities.

Responsibilities

• Manage day-to-day client communication, onboarding, reminders, and updates.
• Maintain client relationships with clear, professional communication.
• Coordinate meetings, document summaries, and action items.
• Oversee workflow management in Karbon; monitor deliverables and deadlines.
• Coordinate workflows between clients, accountants, reviewers, and leadership.
• Maintain client records, statuses, and operational reports.
• Assist with ASIC compliance administration and liaise with the ATO.
• Develop SOPs for onboarding and recurring workflows; support automation initiatives.
• Support tool adoption (Karbon, Content Snare) and explore AI applications.

Skills

Client communications

Relationship management

Organizational skills

Problem solving

Proactivity

Education

Bachelor's degree in Accounting, Business Administration, Management

Tools

Karbon

Xero

Xero Practice Manager

FYI

Content Snare

Job description

TeamUp, a Philippines-based role, is seeking a Practice Operations & Client Services Coordinator to streamline client relationships and operational workflows from a remote setting. You will engage with Australian clients, support onboarding, and drive timely delivery of services.

The ideal candidate has a Bachelor's degree in Accounting or related field, 3–5 years in Australian accounting support, and proficiency with Karbon and Xero.