Client Account Manager

Location
: 12th Floor, Rockwell Sheridan Business Center, Mandaluyong City

Shift
: Monday to Friday; 7:00am - 4:00pm

Unlock your potential
At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.

About the role ….

The
CAS Account Manager
will act as the primary liaison for clients, addressing their accounting needs, resolving issues, and providing financial insights. The ideal candidate will possess extensive experience in client management and project management.

Key Responsibilities:

• Build and maintain strong relationships with clients
• Understand client needs and provide tailored accounting solutions
• Manage client projects, ensuring timely completion and adherence to budgets
• Coordinate with different departments to deliver comprehensive services
• Prepare and review financial reports
• Prepare, review, and submit compliance filings, and other regulatory filings
• Oversee and manage client projects, ensuring timely completion of and adherence to budgets.
• Monitor project process and provide regular updates to clients and senior management.
• Provide guidance and support to bookkeepers, fostering their skills and development
• Utilize advanced accounting software and tools to streamline bookkeeping processes and improve data accuracy
• Ensure all bookkeeping activities comply with internal policies and procedures, industry standards, and regulatory requirements
• Learn and demonstrate evolving accounting and technology skills
• Participate in firm wide initiatives
• Identify and pursue opportunities to expand client base and services
• Develop proposals and presentations for prospective clients
• Develop the ideal client profile
• Participate in networking events and industry conferences

Qualifications / Skills:

• MBA/ BA in Accounting, Finance, Business or related field required

• Attention to detail coupled with patience and tenacity

• Understanding of taxation, payroll and other fiscal aspects of a business

• Strong analytical problem-solving skills

• Excellent understanding of business and accounting concepts

• Experience in financial forecasting and budgeting

• Ability to manage multiple tasks and meet deadlines

• Proficient in accounting software (QuickBooks)

• Prior experience managing staff preferred

• Prior bookkeeping experience required

What's in it for you?

• A competitive salary
• Health Insurance, and Life Insurance coverage
• 21 annual paid leaves
• Annual increase (Annual Performance Review)
• Tenure Recognition Program
• Access to certifications and courses from Ab2 Institute of Accounting
• 20+ options of free coffee and chocolate drinks
• Billiards, table tennis, or foosball in our breakout room
• Work-life balance and logging off on time for you to enjoy more personal time.
• A genuinely diverse, caring, supportive and high achieving team environment.
• Ongoing training, development and career progression opportunities
• Free & conveniently located onsite parking.

We live by our
VALUES
to cultivate and foster growth and innovation.

BE AWESOME:
Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.

KEEP IT REAL:
We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.

BRING THE WOW:
We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.

DREAM BIG:
We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.

Visit us at:

Join TOA Global and experience the difference

We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.