US Client Services Officer (Onsite)

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

Benefits offered by this job

Time for You

Tenure Recognition Program

Health & Life Insurance

Onsite Night Shift

Modern facility & hub perks

Job summary

TOA Global Pty is seeking an administrative professional to support U.S. accounting clients from the Philippines. You will serve as the primary liaison, manage daily communications, and oversee onboarding and workflow handoffs between U.S.

stakeholders and offshore accounting teams. You will monitor progress on accounting, bookkeeping, and tax tasks, review submissions for completeness, and use Thomson Reuters, CCH, or Intuit Practice Management to track jobs, billing, and invoices.

Qualifications

• 2–5 years of administrative experience in a U.S. accounting firm.
• Strong working knowledge of major accounting practice management software.
• Excellent English communication skills and attention to detail.

Responsibilities

• Act as the main point of contact for U.S.-based clients and manage daily communications.
• Coordinate end-to-end client onboarding and workflow hand-offs between U.S. stakeholders and offshore teams.
• Monitor progress and deadlines for accounting, bookkeeping, and tax-related tasks.
• Review client submissions for completeness and accuracy before production.
• Maintain meticulous logs and CRM records; ensure confidentiality and compliance with data privacy regulations.

Skills

English communication

Attention to detail

Problem solving

Multitasking

Tools

Thomson Reuters

CCH

Intuit Practice Management

Job description

Location: Clark, Cebu, Manila, or Tarlac, Philippines
Shift: Monday - Friday | 9:00 PM - 6:00 AM PHT
Salary Range: Php 45,000 - Php 58,000

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 in the accounting industry.

Your Impact

• Primary Client Liaison: Act as the main point of contact for U.S.-based clients. Manage daily communications, handle inquiries, and provide proactive engagement updates, ensuring that the client experience remains professional and high touch.
• Onboarding & Workflow Architecture: Coordinate the end-to-end client onboarding process. Take responsibility for the critical collection of documents and the strategic hand-off of workflows between U.S. stakeholders and offshore accounting teams.
• Operational Oversight: Monitor job progress and deadlines for accounting, bookkeeping, and tax-related tasks. Review client submissions for completeness and accuracy, ensuring everything aligns with firm standards before it hits the production floor.
• Practice Management Expertise: Utilize advanced tools like Thomson Reuters, CCH, or Intuit Practice Management to track client jobs, billing, and invoicing. Maintain meticulous communication logs and CRM records to keep every account current and transparent.
• Process Improvement Partnership: Collaborate closely with tax and accounting teams to resolve bottlenecks and enhance service delivery. Play a key role in upholding strict confidentiality and compliance with U.S. data privacy regulations.

What You Bring

• The Experience: 2-5 years of administrative experience specifically within a U.S. accounting firm. You have a proven track record of managing high-stakes compliance deadlines and complex client documentation.
• Technical Mastery: Strong working knowledge of major accounting practice management software. You are comfortable navigating digital ecosystems to track billing, payment status, and project deliverables.
• The Mindset: A detail-oriented professional with exceptional English communication skills. You are a natural problem-solver who can manage multiple client portfolios independently while maintaining a collaborative spirit with global teams.

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.

Benefits

• 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.
• Onsite Stability: Enjoy a stable Monday to Friday night shift schedule with the consistency and security of a dedicated onsite work arrangement.
• The Hub Experience: Work from a modern facility featuring custom workstations, a breakout room with billiards, table tennis, or foosball, and varieties of free coffee and drinks.