US Client Services Officer (Onsite)

US CLIENT SERVICES OFFICER

Location: Clark/Cebu/Manila/Tarlac (Onsite)

Shift: 9:00 PM - 6:00 AM PHT

Experience Required: Minimum of 2 years US accounting firm admin experience

Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and Philippines supporting our global clients in the accounting industry.

ABOUT THIS ROLE. . .

We are seeking a detail-oriented and client-focused Client Services Officer with prior experience in U.S. accounting firms. This role serves as the primary liaison between U.S.-based clients and offshore teams, ensuring seamless communication, efficient onboarding, and timely delivery of accounting, bookkeeping, and tax services.

WHAT YOU'LL DO:

• Act as the main point of contact for U.S.-based clients, managing communications, inquiries, and engagement updates.

• Coordinate the end-to-end client onboarding process, document collection, and workflow between the U.S. and offshore teams.

• Monitor job progress, deadlines, and deliverables for accounting, bookkeeping, and tax-related tasks.

• Review and organize client submissions, ensuring accuracy, completeness, and compliance with firm standards.

• Support billing, invoicing, and payment tracking to maintain accurate client accounts.

• Maintain client records, reports, and communication logs using CRM or project management tools.

• Uphold confidentiality and compliance with U.S. accounting and data privacy regulations.

• Collaborate with accounting and tax teams to resolve issues, improve processes, and enhance client satisfaction.

WHAT WE'RE LOOKING FOR:

• 2-5 years US accounting firm admin experience

• Proven ability to manage compliance deadlines

• Manages client onboarding and compliance documentation

• Strong knowledge of practice management tools (Thomson Reuters, CCH, Intuit Practice Management)

• Tracks client jobs, deadlines, and billing

WHAT'S IN IT FOR YOU

• A competitive salary
• Health Insurance, and Life Insurance coverage
• 21 annual paid leaves
• Annual increase (Annual Performance Review)
• Tenure Recognition Program
• Access to certifications and courses from Ab2 Institute of Accounting
• 20+ options of free coffee and chocolate drinks
• Billiards, table tennis, or foosball in our breakout room
• Work-life balance and logging off on time for you to enjoy more personal time.
• A genuinely diverse, caring, supportive and high achieving team environment.
• Ongoing training, development and career progression opportunities
• Free & conveniently located onsite parking.

We live by our VALUES to cultivate and foster growth and innovation.

BE AWESOME:Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.

KEEP IT REAL:We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.

BRING THE WOW:We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.

DREAM BIG:We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.

Join TOA Global and experience the difference!

We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.