Accounts Service Coordinator

2 weeks ago

Makati City, National Capital Region, Philippines beBeeAccountant Full time ₱3,200 - ₱4,800
Accounts Administrator

We are seeking a skilled professional to join our team as an Accounts Administrator. The successful candidate will have prior administrative experience, preferably within an accounting or professional services environment.

The ideal candidate will be confident using accounting software such as Xero, WorkflowMax/XPM, and other practice management tools. Strong organisational skills, attention to detail, and excellent communication abilities are essential for success in this role.

The Accounts Administrator will support the client's accounting team by ensuring smooth day-to-day operations, client correspondence, document management, and communication with the Australian Taxation Office (ATO) and other regulatory bodies.

Key Duties & 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.
    • 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 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, 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
  • 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 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
  • Inspiring Workspaces
  • Unlimited Barista Coffee and Booze
  • Dynamic Open Spaces
  • State-of-the-Art Security
  • Game Rooms
  • Competitive Compensation
  • Professional Growth
  • A Supportive Community
  • Global Impact

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