Client Excellence Coordinator

3 weeks ago


Ilocos Norte Philippines Buscojobs Full time

Client Excellence Coordinator – Philippines

Location: Cebu, IT Park; Shift: 9:00 PM – 6:00 AM, Monday to Friday; Work Arrangement: Onsite

Posted 1 day ago

Job Description

Job Title: Client Excellence Coordinator

About TOA Global: TOA Global is a global company supporting accounting professionals with opportunities and career development across multiple regions. This role is part of TOA Global’s client excellence and accounting support functions.

About the Role
  • Document Collection & Review — Gather and organize client financial information (paystubs, bank statements, expense details). Conduct structured calls; follow up via emails and texts.
  • IRS Form & File Prep — Review IRS transcripts, draft forms (433-A/D, CDP, TAS); handle fax communications.
  • Database Management — Log notes, deadlines, follow-ups; update financials 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 related field
  • 1–3 years in Accounting, Bookkeeping, Audit, or Tax
  • Proficient in MS Excel
  • Excellent communication and client service skills
  • Must be able to work PH night shift hours
  • Aspiring Enrolled Agent (EA) license or desire to learn is a plus
What’s In It For You?
  • Competitive compensation and growth opportunities
  • Annual performance reviews with potential salary increases
  • Health and life insurance options
  • Paid training and opportunities for promotion
  • International career growth and networking
  • Work-life balance with predictable logouts
Benefits & Perks
  • Health & Life Insurance
  • Paid time off, holidays, and leave policies
  • Company events and team activities
  • Performance-based incentives and rewards
Other Job Details
  • Job Types: Full-time, Permanent
  • Apply through official channels; this posting may include region-specific restrictions
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