About The Role

We're looking for a full-time Client Engagement Associate to serve as a key point of contact between our clients and internal teams, supporting our U.S., Canadian, and Australian tax and accounting operations.

In This Role, You Will

Manage a shared inbox and ensure timely, professional communication with clients and internal teams
Monitor, track, and follow up on client inquiries to ensure all messages are addressed promptly
Provide weekly client status updates to help ensure client needs are met and satisfaction is maintained
Coordinate with internal teams to resolve basic client concerns or appropriately escalate issues when needed
Prepare and submit basic monthly reports
Maintain organized and accurate records of client communications and status updates
Develop working knowledge of internal systems, including Microsoft Tools, Xero, and TaxDome, for basic navigation and information retrieval
Identify opportunities to improve workflows and suggest or implement processes that enhance efficiency and productivity

Qualifications

A team player with a fun, positive, and professional attitude
Minimum of 5 years of experience in the same or a similar line of work
Bachelor's degree in any field; interest, motivation, and commitment to the tax and accounting industry are highly valued
Excellent written and verbal English communication skills
Strong time management and organizational skills, with the ability to handle high volumes of emails and prioritize tasks effectively in a fast-paced environment
Strong computer proficiency, particularly in PDF and Microsoft Office applications (Word, Excel, PowerPoint, etc.)
Quick learner with the ability to absorb new information, tools, and technologies efficiently
Open to sharing ideas and suggesting process improvements to support smoother and more efficient workflows

Work Schedule and Location

8-hour shift from 9:00 AM to 6:00 PM, Monday to Friday
Hybrid work setup with on-site work required every Tuesday, Wednesday, and Thursday
May be required to render overtime or report to the office more regularly during tax filing deadlines, trainings, or as business needs require
Office location: Mabalacat, Pampanga
Preference will be given to candidates residing in or near Mabalacat, Angeles City, or nearby areas in Pampanga, or those willing to relocate nearby

Salary and Benefits

Competitive monthly salary based on experience and qualifications
Performance-based bonus
Christmas gift or holiday bonus
13th month pay
Health insurance / HMO benefits
Overtime pay during peak periods and tax filing deadlines
Training and continuous learning opportunities
Vacation leave and sick leave benefits
Philippine holiday pay