Client Service Assistant

Job Title: Client Service Assistant (ATO & ASIC Correspondence)

Location: Mandaluyong, Metro Manila

Shift: 7:00 AM - 4:00 PM, Monday to Friday

Work Arrangement: Onsite

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UNLOCK YOUR POTENTIAL AT TOA GLOBAL

At TOA Global, we are passionate about helping professionals thrive in their careers, businesses, and communities. With a global presence spanning Australia, New Zealand, North America, the Philippines, South Africa, and South America, we empower accounting professionals by providing world-class opportunities and support.

ABOUT THE ROLE:

The Client Service Assistant provides a range of administrative services to support the professional, effective and efficient operation of the client

MAJOR RESPONSIBILITIES

Provide a range of administrative services to support the effective and efficient operation of the directors, client managers and accountants.

Duties may include:

Contact with clients on a daily basis to assist with their requirements

Liaise with directors, client managers and accountants to ensure they have everything they need to complete their work

Provide reports as requested either from online sources or internally

Provide a high level of Corporate Secretarial support to select clients

Input new clients into system, including upkeep of numbering system

Apply for registrations from ATO; arrange ATO payment plans for clients

Assist with projects from time-to-time as required by director

Assist with the preparation of fees including monthly billing clients

Assist bookkeeper with credit control as required

Timesheet upkeep for director/s as required

Liaise with contractors (phone, computer etc) to minimise downtime during equipment breakdowns;

acquire knowledge of hardware to minimise contractor callouts

Maintenance of standard letters, portfolio & procedures; new administration procedure creation and documentation

Compilation of tax returns and financial statements

Preparation of correspondence including letters, reports and other documents

Attendance to ATO notices of assessment and other ATO correspondence

Attendance to ASIC correspondence

Receipt & preparation of incoming payments for banking

Assist other administration with the maintenance of office supplies and equipment to ensure effective and efficient office administration

Ad-hoc duties as requested

Manage enquiries from the clients, either by providing accurate information in response to straightforward inquiries or directing the enquiry to an appropriate member of staff, to ensure prompt responses and maintain the professional image of the company.

ABOUT YOU:

· Bachelor's degree in in business administration, accounting, or a related field.

· At least 1-2 years of prior experience in similar roles, particularly within financial services or accounting, demonstrating familiarity with office procedures and client interaction.

· Preferably with experience in ATO and ASIC correspondence.

· Excellent communication and interpersonal skills.

· Proficient in data entry management.

· Strong attention to detail and accuracy.

· Ability to prioritize and multitask in a fast-paced environment.

· Proficient in office and accounting software (e.g., Microsoft Office suite, accounting software)

What's in it for you?

* Market 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.

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.