
Client Excellence Coordinator
2 weeks ago
Job Title: Client Excellence Coordinator (Finance Admin)
Location: IT Park, Cebu
Shift: 9:00 PM - 6:00 AM, Monday to Friday
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:
- Bachelor's Degree in accounting or any related course
- 1-3 years of Accounting, Bookkeeping, Audit, Tax
- Proficient in MS Excel
- Excellent communication and client service skills
WHAT'S IN IT FOR YOU?
Competitive Compensation & Growth
- Attractive Compensation & Total Rewards Package tailored to your expertise
- Annual Performance Review with Salary Increases
- Tenure Recognition Program with exclusive benefits
- International Career Growth and Networking Opportunities
Work-Life Balance & Well-being
- Weekends Off with up to 21 Paid Leave Days
- Work-Life Balance and On-time Logouts so you can enjoy your personal time
- A Family-First Culture that values your well-being
- Access to the best Health & Life Insurance Plan, including up to 50k Maternity Benefits and options to enroll Dependents, Parents, or a Common-Law Partner
Professional & Personal Development
- Exclusive access to Certifications and Courses from Ab2 Institute of Accounting
- Ongoing Training, Mentorship and Career Advancement Opportunities
- Unlimited Cash Incentives for Successful Referrals
Exciting Perks & Workplace Culture
- 20+ FREE Coffee and Chocolate Drink Options to keep you energized
- Fun Breakout Rooms with Billiards, Table Tennis, and Foosball
- Exclusive TOA Merchandise and engaging On-Site Activities
- A Healthy Workplace located near Residences, Malls, Restaurants, and Sports Hubs
Our Core Values: The TOA Global Way
We live by our values to create an environment where growth, innovation, and success thrive.
BE AWESOME:
We believe in the power of exceptional individuals coming together to create collective genius. We celebrate achievements, reward outstanding performance, and make work fun.
KEEP IT REAL:
We value honesty, accountability, and open communication. We act with integrity, show empathy, and foster meaningful conversations.
BRING THE WOW:
Excellence is our standard. We go the extra mile to deliver outstanding results.
DREAM BIG, ACHIEVE MORE:
We embrace continuous learning, exploration, and self-improvement. Ambition drives us to seek knowledge and grow.
Join TOA Global and Experience the Difference
We are committed to fostering a diverse and inclusive workplace, where individuals from all backgrounds are valued and celebrated. By embracing diversity, we unlock innovation, creativity, and excellence in serving our clients and communities.
Ready to take the next step? Visit
and Apply TODAY
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