US Client Services Officer
2 weeks ago
US Client Services Officer (Onsite) Location : Clark/Cebu/Manila/Tarlac (Onsite) Shift : 9:00 PM - 6:00 AM PHT Experience Required : Minimum of 2 years' U.S. accounting firm admin experience About the role We are seeking a detail-oriented and client-focused Client Services Officer with prior experience in U.S. accounting firms. This role serves as the primary liaison between U.S.-based clients and offshore teams, ensuring seamless communication, efficient onboarding, and timely delivery of accounting, bookkeeping, and tax services. What You'll Do Act as the main point of contact for U.S.-based clients, managing communications, inquiries, and engagement updates. Coordinate the end-to-end client onboarding process, document collection, and workflow between the U.S. and offshore teams. Monitor job progress, deadlines, and deliverables for accounting, bookkeeping, and tax-related tasks. Review and organize client submissions, ensuring accuracy, completeness, and compliance with firm standards. Support billing, invoicing, and payment tracking to maintain accurate client accounts. Maintain client records, reports, and communication logs using CRM or project management tools. Uphold confidentiality and compliance with U.S. accounting and data privacy regulations. Collaborate with accounting and tax teams to resolve issues, improve processes, and enhance client satisfaction. What We're Looking For 2-5 years' U.S. accounting firm admin experience Proven ability to manage compliance deadlines Manages client onboarding and compliance documentation Strong knowledge of practice management tools (Thomson Reuters, CCH, Intuit Practice Management) Tracks client jobs, deadlines, and billing What's in it for you? Health Insurance, and Life Insurance coverage 21 annual paid leaves Annual increase (Annual Performance Review) Tenure Recognition Program Access to certifications and courses from Ab2 Institute of Accounting 20+ options of free coffee and chocolate drinks Billiards, table tennis, or foosball in our breakout room Work-life balance and logging off on time for you to enjoy more personal time. A genuinely diverse, caring, supportive and high achieving team environment. Ongoing training, development and career progression opportunities Free & conveniently located onsite parking. Values We live by our VALUES to cultivate and foster growth and innovation. BE AWESOME: Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment. KEEP IT REAL: We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations. BRING THE WOW: We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results. DREAM BIG: We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement. Diversity and Inclusion We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence. Seniority level : Mid-Senior level Employment type : Full-time Job function : Accounting/Auditing #J-18808-Ljbffr
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US Client Services Officer
1 week ago
Manila, Philippines TOA Global Full timeUS Client Services Officer (Hybrid) Location: Clark/Cebu/Manila/Tarlac (Hybrid) Shift: 9:00 PM - 6:00 AM PHT Experience Required: Minimum of 2 years' US accounting firm admin experience ABOUT THIS ROLE. We are seeking a detail-oriented and client-focused Client Services Officer with prior experience in U.S. accounting firms. This role serves as the primary...
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Client Services Officer
7 days ago
Manila, National Capital Region, Philippines BSI Full time ₱900,000 - ₱1,200,000 per yearWe exist to create positive change for people and the planet. Join us and make a difference tooRole Overview:We're looking for a Client Services Officer to join our fast-paced, collaborative team in the ASEAN region (based in the Philippines) on a full-time, permanent basis.In this key role, you'll be at the heart of our client journey, ensuring a smooth...
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Client Services Officer
7 days ago
Manila, National Capital Region, Philippines BSI Full time ₱800,000 - ₱1,200,000 per yearWe exist to create positive change for people and the planet. Join us and make a difference tooRole OverviewWe're looking for aClient Services Officerto join our fast-paced, collaborative team in the ASEAN region (based in the Philippines) on afull-time, permanent basis.In this key role, you'll be at the heart of our client journey, ensuring a smooth...
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Client Services Officer
7 days ago
Manila, National Capital Region, Philippines TOA Global Full time ₱300,000 - ₱600,000 per yearIntermediate Client Services OfficerLocation: Manila (Mandaluyong)Shift: Monday - Friday, 7AM - 4PM PH TimeWork Arrangement: OnsiteUnlock 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...
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Senior Client Services Officer
3 days ago
Manila, National Capital Region, Philippines Cloudstaff Philippines Inc. Full time ₱40,000 - ₱80,000 per yearWe're Hiring: Senior Client Services Officer (AU Financial Planning)Looking for a role that fosters collaboration, creativity and career growth in a vibrant office environment? We got you covered We are currently on the lookout for a Senior Client Services Officer (AU Financial Planning ) to join our team at Cloudstaff, the #1 workplace everywhere Think you...
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Manila, National Capital Region, Philippines Excelsior Accounting Services Full time ₱30,000 - ₱60,000 per yearAbout the Company:At Excelsior, we are dedicated to excellence, employing top-tier professionals for personalized Client Accounting and Transaction Advisory Services.Our golden rule is "happy employees make happy clients." Some of the ways our golden rule plays out include:Compensation, Benefits and Stipends - Even though we are a small company, we offer a...
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Client Services Officer
7 days ago
Manila, National Capital Region, Philippines Extend2 Solutions OPC Full time ₱900,000 - ₱1,200,000 per yearAbout Extend2 PhilippinesExtend2 Philippines is a professional services company supporting Australian based financial advisers.We are expanding our operations and seeking a Full-Time Client Services Officer to join our growing team. In this role, you will provide high-quality, accurate, and timely paraplanning, reporting, and administrative support.What...
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Intermediate Client Services Officer
1 day ago
Manila, National Capital Region, Philippines TOA Global Full time ₱250,000 - ₱450,000 per yearJob Title:Intermediate Client Services OfficerLocation:Manila (Mandaluyong)Shift:Monday - Friday, 7AM - 4PM PH TimeWork Arrangement:Onsite______________UNLOCK YOUR POTENTIAL AT TOA GLOBALAt TOA Global, we are passionate about helping professionals thrive in their careers, businesses, and communities. With a global presence spanning Australia, New Zealand,...
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US Client Accounting Services Associate
3 days ago
Manila, National Capital Region, Philippines Sorren Philippines, Inc. Full time ₱300,000 - ₱600,000 per yearPosition Summary:At Sorren Philippines, Inc., we exist to improve the lives of our people, our clients and our communities by helping them thrive. Our culture stems from our camaraderie, community interests and ongoing professional development. We are constantly looking for ways to challenge the status quo and welcome those with a pioneering mindset to help...
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US Client Accounting Services Associate
3 days ago
Manila, National Capital Region, Philippines Sorren Philippines, Inc. Full time ₱900,000 - ₱1,200,000 per yearPosition Summary:At Sorren Philippines, Inc., we exist to improve the lives of our people, our clients and our communities by helping them thrive. Our culture stems from our camaraderie, community interests and ongoing professional development. We are constantly looking for ways to challenge the status quo and welcome those with a pioneering mindset to help...
