Client Excellence Coordinator

3 days ago

Cebu City, Central Visayas, Philippines TOA Global Full time ₱900,000 - ₱1,200,000 per year

Job Title: Client Excellence Coordinator

Location: Cebu City

Shift: 9:00PM - 6:00AM (Monday-Friday) Night Shift

Work Arrangement: Onsite

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:

  • Document Collection & Review

Gather and organize client financial info (paystubs, bank statements, expense information). Conduct structured calls, send emails and texts to follow up on information needed.
- IRS Form & File Prep

Review IRS transcripts, draft forms (433 A/D, CDP, TAS), and fax communication.
- Database Management

Log notes, deadlines, and follow-ups. Update financials and balance info to keep workflows current.
- Client Communication

Respond within 24 business hours; recap calls via email and system notes. Maintain professionalism and confidentiality.
- Team Collaboration & Coverage

Coordinate with case specialists, cover peers when needed, and share best practices.

ABOUT YOU:

-Required: Graduate of Accountancy or similar degree

-Excellent Attention to Detail

-Fluent English- this will be a client facing position (A MUST)

-1-3 years of Accounting, Bookkeeping, Audit, Tax

-MS office programs

-Must work PH night shift hours

-A MUST:Want to obtain their Enrolled Agent (EA) License and be eager to learn, study, and grow.

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