US Client Services Officer

US Client Services Officer

Salary Range: Php 62,000 - Php 93,000

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.

As a US Client Services Officer, you are the vital bridge between North American firms and their global delivery teams. This role is designed for a highly organized, client-centric professional who understands the unique administrative heartbeat of a U.S. CPA firm. You won't just be managing emails; you will be the "traffic controller" of the client lifecycle-ensuring that onboarding is seamless, compliance deadlines are met, and every client feels prioritized and informed.

• 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.

• 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

• 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: For your office days, work from our state-of-the-art facility featuring custom workstations, collaborative breakout and game areas, and an in-house cafe bar serving over 20 varieties of free premium drinks.