Leading Accounting Professional

7 days ago

Dasmariñas, Calabarzon, Philippines beBeeAdministrative Full time ₱800,000 - ₱1,200,000
Accounts Administrator Job Description

Job Title: Accounts Administrator

Join a dynamic team and be part of something truly special as an Accounts Administrator. In this role, you will play a crucial part in ensuring smooth day-to-day operations, client correspondence, document management, and communication with regulatory bodies.

Key Responsibilities:
  • Document Management & Client Support:
    • Send completed tax documents and other forms for electronic signature using Adobe Sign.
    • Save signed documents to the relevant client folder in OneDrive.
    • Draft standard accountant correspondence and letters for client communication.
    • Manage client email inquiries, take messages, and redirect queries to the 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 (XPM) and the Tax Agent Portal.
  • Compliance & Regulatory Support:
    • Prepare and send ASIC company review correspondence using NowInfinity or similar 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.
    Requirements:
    • 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/XPM.
    • Experience using NowInfinity, ActiveCampaign, and Adobe Sign (preferred but not mandatory).
    • Proficiency in Google Workspace (Drive, Docs, Sheets) 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's in It for You:
    • Flexibility: Work from home and enjoy a better work-life balance.
    • Inspiring Workspaces: Our offices are strategically located and designed to fuel your best work.
    • Free Unlimited Barista Coffee and Booze: Enjoy refreshments from our cafe and beverage bar.
    • 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 We help you negotiate with our clients.
    • 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 that's dedicated to your success.
    • Global Impact: Be part of something bigger and make a difference on a global scale.

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