Tax and Accounting

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Serve as the main point of contact for clients, ensuring the timely and precise delivery of accounting and tax services.

• Keep accurate records of client information, ensuring that all documentation is current and complete.

• Oversee and manage accounting and tax compliance obligations for clients, including tax and statutory filings.

• Collaborate with internal teams and external service providers to guarantee timely service delivery.

• Build and maintain relationships with clients to better understand their needs and offer tailored solutions.

• Advise clients on best practices in accounting and tax.

• Assist in the development and implementation of new services and processes to enhance the client experience.

• Ensure customers are set up in BAU-related systems and that all internal trackers are regularly updated.

• Update and maintain BAU-related systems, ensuring data accuracy and timeliness. Systems include, but are not limited to, FreshDesk, Salesforce, SharePoint, Monday, Microsoft Teams, and any other relevant software.

• Generate service tickets and assess data submitted by customers and/or LSPs.

• Manage calendars to ensure that customers and LSPs adhere to all deadlines.

• Cultivate and sustain strong relationships with both LSPs and customers.

• Address customer ad hoc inquiries, ensuring that the appropriate teams are engaged for escalations or service add-on opportunities.

• Track the status of assigned tasks and tickets, providing regular updates as necessary.

• Comply with SLAs regarding responsiveness and quality where applicable.

• Build and maintain a region and/or service line-specific knowledge base.

• Deliver exceptional customer-centric service.

• Manage and contribute to team processes and other business improvement initiatives.

• Perform additional duties as assigned.

⛳️ Requirements

• Minimum of 5 years of experience in accounting and tax within a customer-facing service delivery role.

• At least 3 years of experience managing customer accounting deadlines.

• Certified Public Accountant (CPA) certification is a plus.

• Familiarity with IFRS and US GAAP.

• Experience with market accounting systems such as Xero, SAGE Intacct, QuickBooks, or others.

• General understanding of the differences and complexities involved in providing bookkeeping, accounts payable & receivable, management reporting, consolidation services, and similar functions across multiple jurisdictions.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Opportunities for professional development and career advancement.

• Flexible working hours and remote work options.

• Supportive and collaborative team environment.