Client Excellence Coordinator

4 weeks ago

Cebu City, Philippines TOA Global Full time

Overview

Job Title: Client Excellence Coordinator
Location: Cebu City
Shift: 9:00PM - 6:00AM (Monday-Friday) Night Shift
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.

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
  • Required: Graduate of Accountancy or similar degree
  • Excellent Attention to Detail
  • Fluent English - this will be a client facing position (A MUST)
  • 1-3 years of Accounting, Bookkeeping, Audit, and/or Tax
  • MS Office programs
  • Must work PH night shift hours
  • A MUST: Want to obtain their Enrolled Agent (EA) License and be eager to learn, study, and grow.
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