US Client Services Lead - Onsite Night Shift

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

Benefits offered by this job

21 Total Annual Service Incentive Leav

HMO coverage

Life Insurance

Onsite work arrangement

Job summary

TOA Global Pty in the Philippines seeks a US Client Services Officer to bridge North American clients with offshore accounting teams. You will manage onboarding, ensure compliance deadlines, and maintain high-touch client communications.

The role requires 2–5 years of admin experience in a US accounting firm, proficiency with Thomson Reuters, CCH, or Intuit Practice Management, and excellent English. Night shift, onsite, with comprehensive benefits.

Qualifications

• 2–5 years of administrative experience in a US accounting firm.
• Experience managing onboarding documents and client workflows.
• Ability to meet compliance deadlines and maintain accuracy.

Responsibilities

• Serve as primary liaison for US-based clients and track inquiries.
• Coordinate end-to-end onboarding and hand-offs between US stakeholders and offshore teams.
• Monitor progress of accounting, bookkeeping, and tax tasks for accuracy.
• Maintain logs, CRM records, and ensure data privacy compliance.
• Utilize practice management tools to track billing and project status.

Skills

Excellent English communication

Client liaison

Attention to detail

Time management

Organizational skills

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 clients with offshore accounting teams. You will manage onboarding, ensure compliance deadlines, and maintain high-touch client communications.

The role requires 2–5 years of admin experience in a US accounting firm, proficiency with Thomson Reuters, CCH, or Intuit Practice Management, and excellent English. Night shift, onsite, with comprehensive benefits.