Client Excellence Coordinator

2 weeks ago

Cebu City, Philippines TOA Global Full time

Job Title: Client Excellence Coordinator (Finance Admin) Location: IT Park, Cebu Shift: 9:00 PM - 6:00 AM, Monday to Friday Work Arrangement: Onsite UNLOCK YOUR POTENTIAL AT TOA GLOBAL At TOA Global, we are passionate about helping professionals thrive in their careers, businesses, and communities. With a global presence spanning Australia, New Zealand, North America, the Philippines, South Africa, and South America, we empower accounting professionals by providing world-class opportunities and support. ABOUT THE ROLE Responsibilities Document Collection & Review : Gather and organize client financial info (paystubs, bank statements, expense information). Conduct structured calls, send emails and texts to follow up on information needed. IRS Form & File Prep : Review IRS transcripts, draft forms (433‑A/D, CDP, TAS), and fax communication. Database Management : Log notes, deadlines, and follow-ups. Update financials and balance info to keep workflows current. Client Communication : Respond within 24 business hours; recap calls via email and system notes. Maintain professionalism and confidentiality. Team Collaboration & Coverage : Coordinate with case specialists, cover peers when needed, and share best practices. ABOUT YOU Bachelor's Degree in accounting or any related course 1-3 years of Accounting, Bookkeeping, Audit, and/or Tax Proficient in MS Excel Excellent communication and client service skills WHAT'S IN IT FOR YOU? Competitive Compensation & Growth Attractive Compensation & Total Rewards Package tailored to your expertise Annual Performance Review with Salary Increases Tenure Recognition Program with exclusive benefits International Career Growth and Networking Opportunities Work-Life Balance & Well-being Weekends Off with up to 21 Paid Leave Days Work-Life Balance and On-time Logouts so you can enjoy your personal time A Family-First Culture that values your well-being Access to the best Health & Life Insurance Plan, including up to 50k Maternity Benefits and options to enroll Dependents, Parents, or a Common-Law Partner Professional & Personal Development Exclusive access to Certifications and Courses from Ab2 Institute of Accounting Ongoing Training, Mentorship and Career Advancement Opportunities Unlimited Cash Incentives for Successful Referrals Exciting Perks & Workplace Culture 20+ FREE Coffee and Chocolate Drink Options to keep you energized Fun Breakout Rooms with Billiards, Table Tennis, and Foosball Exclusive TOA Merchandise and engaging On-Site Activities A Healthy Workplace located near Residences, Malls, Restaurants, and Sports Hubs Our Core Values: The TOA Global Way We live by our values to create an environment where growth, innovation, and success thrive. BE AWESOME: We believe in the power of exceptional individuals coming together to create collective genius. We celebrate achievements, reward outstanding performance, and make work fun. KEEP IT REAL: We value honesty, accountability, and open communication. We act with integrity, show empathy, and foster meaningful conversations.

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