About Shore360
Shore360 is a 100% Australian-owned BP firm based in the Philippines, providing customized staffing and administrative support for international companies, handling recruitment, HR, IT, and office facilities so clients can focus on core business, offering transparent pricing, dedicated teams, and flexible setups.
Objectives of the Role:
The objective of this role is to provide administrative, client service, and compliance support to ensure the firm operates efficiently and delivers high-quality client experience.
Main Duties and Responsibilities:
- Respond to client queries or direct them to the appropriate team member.
- Maintain a professional and positive client relationship and provide exceptional service.
- Maintain accurate client records within CRM/practice management systems (e.g., Xero Practice Manager & Adviser Logic)
- Ensure documents are stored and archived according to firm policy and regulatory requirements.
- Draft proposals and correct accepted jobs as required for the team
- Update workflow
- Assist the CSC with daily tasks as required
- Project work as needed
- Monitoring job flow for clients/accountants
- Australian Taxation Office: general correspondence, deferral requests, lodgements lists, Division 293, ECC, remission requests etc.
- Maintain adequate and accurate records and file notes
- Maintaining a positive relationship between the client and Walshs
- Coordinate and prepare required documents for new and existing clients within deadlines
- Managing confidential client information
- Complete tax file setups
- Booking tax meetings
- Requesting information from clients
- Administration assistance as required
Skills & Experience:
- Advanced Microsoft Office skills (Word, Excel, PowerPoint and Outlook)
- Excellent written and verbal communication
- Strong organisational and time-management skills.
- High attention to detail and accuracy.
- Ability to handle confidential information with discretion.
- Customer-service mindset with a professional and friendly manner.
- Ability to prioritse tasks as required by the administration team.
- Proactive, reliable, and able to work both independently and within a team.
- 1-2 years experience working in a similar role
Performance Goals :
- Timeliness and accuracy of administrative tasks
- Communicates confidently with clients over the phone and via emails
- Responds to clients within 24-48 hours, and if not possible, ensures clients are advised that turnaround times have increased
- Quality of client service and feedback from clients and team members.
- Compliance and accuracy of data entry and documentation and file set ups are done accurately and timely
- Contribution to maintaining an organised, efficient office environment.
- Meeting deadlines and supporting professional staff effectively.
Shore Xtra Perks
- Day 1 HMO Coverage
- Attendance Bonus Get a chance to earn 5,000 every pay run for consistent, perfect attendance.
- Fixed Weekends Off Enjoy a guaranteed work-life balance with Saturdays and Sundays off.
- Unlimited Barista Coffee all shift long
- Free Parking & Shuttle
- Premium Game Lounge Relax and recharge in our dedicated on-site recreational zone
- Join our Social Passion Clubs to connect with like-minded peers and bring your whole self to work every day: Photography Club, Dance Club, Fitness Club, Book Club, Music Club
- Engaging Monthly Events Experience a vibrant culture with regular team activities and celebrations with amazing prizes and rewards
- Referral Incentives Get rewarded for bringing top talent to the team via our referral program.
- Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, OT, and Premium Pays
- Fun and family-oriented working environment
