Accounting Assistant

1 week ago

San Fernando, Central Luzon, Philippines beBeeAccounting Full time ₱500,000 - ₱750,000
Job Title: Accounting Administrator

We are seeking a highly skilled Accounting Administrator to join our team. This role is crucial in ensuring smooth day-to-day operations, client correspondence, document management, and communication with regulatory bodies.

The successful candidate will have prior administrative experience, preferably within an accounting or professional services environment, and 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.

Key Duties & Responsibilities:
  • Document Management & Client Support
    • Send out completed tax documents and other forms for electronic signature (Adobe Sign).
    • Save signed documents to the relevant client folder (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 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 & 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:
  • 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 (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 hybrid (remotely and from inspiring offices) 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 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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