Chief Administrative Assistant

7 days ago


Tanauan, Calabarzon, Philippines beBeeAccountant Full time $60,000 - $70,000
Accounting Administrator Job Description

The role of the Accounting Administrator is crucial in ensuring smooth day-to-day operations, client correspondence, document management, and communication with regulatory bodies. This position supports the client's accounting team by providing administrative assistance and ensuring timely completion of tasks.

Key Responsibilities
  • Document Management & Client Support:
    • Send out completed tax documents for electronic signature and save signed documents to relevant client folders.
    • Draft standard accountant correspondence and letters for client communication.
    • Manage client email inquiries, take messages, and redirect queries to appropriate staff.
    • Assist with distributing group communications and newsletters.
  • Financial Administration:
    • Generate and process invoices in Xero.
    • Manage debt collection activities via email and follow up with clients as required.
    • Monitor and update client details in WorkflowMax and the Tax Agent Portal.
  • Compliance & Regulatory Support:
    • Prepare and send ASIC company review correspondence using NowInfinity software.
    • Manage incoming ATO correspondence within the Tax Agent Portal, including notices of assessment, PAYG instalments, and other official communications.
    • Respond to ATO phone calls, including arranging payment plans, submitting interest remission requests, and handling client-related inquiries.
  • System & Data Management:
    • Maintain and update client CRM records in ActiveCampaign.
    • Ensure accurate storage and retrieval of client records across all systems.
    • Support the implementation and use of cloud-based software to improve operational efficiency.
Qualifications & Experience
  • Minimum 2 years' experience in an administrative role, preferably within accounting, financial services, or professional services.
  • Strong knowledge and experience in at least one accounting software, ideally Xero and WorkflowMax.
  • Experience using NowInfinity, ActiveCampaign, and Adobe Sign (preferred but not mandatory).
  • Proficiency in Google Workspace and Microsoft Office Suite.
  • Previous experience working within a remote or hybrid team environment.
  • Demonstrated ability to learn new systems, processes, and business terminology quickly.
  • Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment.
  • Excellent written and verbal communication skills with high attention to detail.
What We Offer
  • Flexibility: Work remotely and enjoy a better work-life balance.
  • Inspiring Workspaces: Strategically located offices designed to fuel your best work.
  • Dynamic Open Spaces: Conducive for productivity and creativity.
  • State-of-the-Art Security: Ensuring your safety and peace of mind.
  • Game Rooms: Take a break and unwind with our recreational facilities.
  • Competitive Compensation: Your talents deserve to be rewarded.
  • Professional Growth: Access to ongoing training and development opportunities to help you reach your full potential.
  • A Supportive Community: Join a diverse and inclusive team dedicated to your success.
  • Global Impact: Be part of something bigger and make a difference on a global scale.


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