Administrative Professional

1 day ago

Cainta, Calabarzon, Philippines beBeeAccountant Full time ₱2,400,000 - ₱4,800,000

Job Role Overview:

Accounts Administrator

This key position plays a crucial role in ensuring seamless day-to-day operations within the accounting team.

  • Support the accounting team with administrative tasks, document management, and communication with regulatory bodies.
  • Manage client correspondence, including drafting letters and emails, and distributing group communications.

Main 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 on 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 Operations
  • 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 XPM (WorkflowMax) 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 Administration
  • 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 Requirements:
  • A minimum of 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 is 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.

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