US Client Services Lead — Night Shift (Onsite)

TOA Global Pty; Philippines; On-site; PHP 502,000 - 647,000; Full time

Benefits offered by this job

21 Total Annual Service Incentive Leav

Tenure Recognition Program

Health & Life Insurance

Onsite stability: night shift

Hub experience with amenities

Job summary

TOA Global Pty in the Philippines seeks a US Client Services Officer to bridge North American CPA firms with offshore delivery teams. You will manage onboarding, deadlines, and client communications to ensure a high-touch, compliant service experience.

Ideal candidates bring 2–5 years of U.S. accounting firm admin experience, strong English, and proficiency with practice management tools like Thomson Reuters, CCH, or Intuit. Onsite night shift schedule available at multiple Philippines locations.

Qualifications

• 2–5 years of administrative experience specifically within a U.S. accounting firm.
• Proficiency with accounting practice management software.
• Excellent English communication skills.
• Ability to manage multiple client portfolios and deadlines.

Responsibilities

• Serve as the primary liaison for U.S.-based clients with offshore teams.
• Coordinate end-to-end onboarding and hand-off workflows between U.S. stakeholders and offshore staff.
• Monitor progress and deadlines for accounting, bookkeeping, and tax tasks to ensure quality and timeliness.
• Maintain logs and CRM records for transparency and engagement tracking.
• Collaborate with tax and accounting teams to improve service delivery while respecting data privacy regulations.

Skills

English communication

Client liaison

Administrative experience

Attention to detail

Workflow coordination

Tools

Thomson Reuters

CCH

Intuit Practice Management

Job description

TOA Global Pty in the Philippines seeks a US Client Services Officer to bridge North American CPA firms with offshore delivery teams. You will manage onboarding, deadlines, and client communications to ensure a high-touch, compliant service experience.

Ideal candidates bring 2–5 years of U.S. accounting firm admin experience, strong English, and proficiency with practice management tools like Thomson Reuters, CCH, or Intuit. Onsite night shift schedule available at multiple Philippines locations.