Senior Accounting Professional

1 week ago


Taguig, National Capital Region, Philippines beBeeAccountant Full time ₱2,500 - ₱3,000
Job Profile

We are seeking an experienced Accounts Administrator to fill this key role. The successful candidate will have prior administrative experience, preferably within an accounting or professional services environment.

  • This position is crucial in ensuring seamless day-to-day operations, client communication, document management, and compliance with regulatory bodies.
Main Responsibilities:Document Management & Client Support
  • Send out completed tax documents and other forms for electronic signature.
  • Save signed documents to the relevant client folder.
  • Draft standard accountant correspondence and letters for client communication.
  • Manage client email inquiries, take messages, and redirect queries to the appropriate staff member.
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.
  • Manage incoming ATO correspondence within the Tax Agent Portal, including Notices of Assessment and other official communications.
  • Respond to ATO phone calls, including arranging payment plans and handling client-related inquiries.
System & Data 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.


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