Tax Operations Coordinator

TOA Global; Cebu City; On-site; PHP 480,000 - 720,000; Full time

Benefits offered by this job

Service leaves

HMO & Life Insurance

Night shift premium

Onsite hubs Cebu/Manila

US tax exposure

Job summary

TOA Global in the Philippines seeks a Tax Operations Coordinator to manage tax workflow queues, document handling, and IRS correspondence for US tax practice. You’ll operate onsite in Cebu or Manila during US business hours, support onshore teams, and help ensure data integrity, confidentiality, and efficient peak season operations.

Ideal candidates have 1–3 years in operations coordination or admin support, familiarity with US individual tax workflows, and strength in MS Office, quick typing,

Qualifications

• 1 to 3 years of experience in operations coordination or administrative support.
• Experience in tax, accounting, financial services, legal, or banking environments preferred.
• Direct exposure to US individual tax workflows (Form 1040) or EA background is a strong advantage.

Responsibilities

• Process, organize, and archive sensitive client tax documentation according to firm procedures.
• Create, update, and route internal tax tasks, filing extension requests, and preparer assignments.
• Systematically monitor workflow queues, database queries, and status reports to eliminate bottlenecks.
• Review IRS notifications to flag priority items and assist with basic tax form compilation.
• Log client withholding follow-ups, track estimated tax payment schedules, and assemble digital file packages for tax preparers.
• Identify operational friction points and contribute to building scalable SOPs and system enhancements.
• Coordinate scheduling and maintain communication with US onshore tax teams.

Skills

Microsoft Office

Excel data tracking

Typing 40+ WPM

English communication

Education

Associate or Bachelor's degree

Tools

Cloud databases

Workflow tools

Job description

Location: Cebu or Manila, Philippines
Work Arrangement: Onsite, Full-time
Shift: Monday - Friday | 10:00 PM - 7:00 AM PHT (US Business Hours / 6:00 AM - 3:00 PM PST)

Unlock Your Potential!

At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and the Philippines, supporting our global clients across the accounting, finance, and professional services industries.

We are seeking an organized, proactive Tax Operations Coordinator to manage workflow queues, administrative tax processing, and document management for our US tax practice. In this key operational role, you will route tax preparation tasks, monitor case pipelines, review incoming IRS correspondence, track estimated tax payments, and organize tax workpaper files for onshore tax professionals. Operating onsite from our Cebu or Manila hubs during US business hours (PST), you will serve as an essential operational anchor ensuring high data integrity, strict confidentiality, and peak tax season efficiency.

Your Impact

Tax Operations & Task Routing: Process, organize, and archive sensitive client tax documentation according to strict firm procedures. Create, update, and route internal tax tasks, filing extension requests, and preparer assignments.

Queue Command & Pipeline Momentum: Systematically monitor assigned workflow queues, database queries, and status reports to eliminate pipeline bottlenecks, following up on missing client signatures or documentation.

IRS Correspondence & Transcript Verification: Review incoming IRS notifications to flag priority items, assist with basic IRS tax form compilation, and perform administrative verifications of IRS Wage and Income transcripts.

Payment Tracking & Packet Readiness: Log client withholding follow-ups, track estimated tax payment schedules, and assemble digital file packages for tax preparers to streamline preparation workflows.

Process Innovation & SOP Development: Identify operational friction points, resolve logistical challenges, and contribute to building scalable Standard Operating Procedures (SOPs) and system enhancements.

Departmental Collaboration: Coordinate departmental scheduling and maintain open lines of communication with US onshore tax teams to uphold high-performance standards and strict data privacy.

What You Bring

The Experience: 1 to 3 years of experience in operations coordination or administrative support, preferably within tax, accounting, financial services, legal, or banking environments. Direct exposure to US individual tax workflows (Form 1040 pipelines) or an Executive Assistant background is a strong advantage.

Schedule & Commitment: Readiness to work fixed US business hours on a night shift (10:00 PM - 7:00 AM PHT), with a reliable plan to commute to our Cebu or Manila offices.

Technical Proficiency: Proficiency with Microsoft Office (Outlook, Word, intermediate Excel data tracking), typing speed of 40+ WPM, and aptitude for navigating cloud databases and workflow management tools.

Organizational Precision & Communication: Exceptional time management, sharp attention to detail, and outstanding written and verbal English communication skills for collaborating with international teams.

Education & Governance: Associate or Bachelor's degree in Business, Accounting, Finance, or a related field (or equivalent professional experience). Demonstrated ability to safeguard sensitive financial information under strict confidentiality standards.

Why You’ll Love It Here

We believe in rewarding high achievers with a work environment that fuels both professional growth and personal well-being.

Time for You: Enjoy 21 Total Annual Service Incentive Leaves, flexible to use for travel, emergencies, or anything you may need for your "Me time."

Tenure Recognition Program: Celebrate your milestones with us; on your 2nd year, choose between a cash reward or one free HMO dependent.

Health & Security: Comprehensive HMO and Life Insurance coverage from day one.

Night Shift Advantage: Premium night differential pay with guaranteed free weekends.

Modern Onsite Hub Options: Work out of our state-of-the-art office facilities in either Cebu or Manila, equipped with enterprise technology, collaborative spaces, and vibrant team cultures.

US Tax Operations Exposure: Master specialized US tax pipeline operations, workflow automation software, and international CPA firm procedures.