Key Accounts Coordinator

1 day ago

Tarlac City, Central Luzon, Philippines beBeeAccountant Full time ₱300,000 - ₱500,000
Key Accounts Coordinator Job Description

The role of Key Accounts Coordinator will be pivotal in supporting our accounting team to ensure seamless day-to-day operations, client correspondence, document management, and communication with regulatory bodies.

Our ideal candidate will possess a strong knowledge base and experience in at least one accounting software, ideally Xero and WorkflowMax/XPM. They will also have proficiency in Google Workspace and Microsoft Office Suite, ensuring accurate storage and retrieval of client records across all systems.

Responsibilities:Document Management & Client Support
  • Prepare and send tax documents for electronic signature.
  • 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.
Financial Administration
  • Generate and process invoices using Xero.
  • Manage debt collection activities via email and follow up with clients as required.
Compliance & Regulatory Support
  • Prepare and send ASIC company review correspondence using NowInfinity (or similar software).
  • Manage incoming ATO correspondence within the Tax Agent Portal.
System & Data Management
  • Maintain and update client CRM records in ActiveCampaign.
  • Ensure accurate storage and retrieval of client records across all systems.
Qualifications & Experience:
  • Minimum 2 years' experience in an administrative role, preferably within accounting 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 and Microsoft Office Suite.

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