US Client Services Officer (Onsite)

US Client Services Officer

Location: Clark, Cebu, Manila, or Tarlac, Philippines
Work Arrangement: Onsite, Full-time
Shift: Monday - Friday | 9:00 PM - 6:00 AM PHT (Night Shift / US EST)
Salary Range: Php 62,000 - Php 93,000

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 the Philippines, supporting our global clients in the accounting industry.

As a US Client Services Officer, you are the vital bridge between North American firms and their global delivery teams. This role is designed for a highly organized, client-centric professional who understands the unique administrative heartbeat of a U.S. CPA firm. You won't just be managing emails; you will be the traffic controller of the client lifecycle-ensuring that onboarding is seamless, compliance deadlines are met, and every client feels prioritized and informed.

Your Impact

• Primary Client Liaison: Act as the main point of contact for U.S.-based clients. You will manage daily communications, handle inquiries, and provide proactive engagement updates, ensuring that the client experience remains professional and high-touch.

• Onboarding & Workflow Architect: Coordinate the end-to-end client onboarding process. You will be responsible for the critical collection of documents and the strategic hand-off of workflows between U.S. stakeholders and offshore accounting teams.

• Operational Oversight: Monitor job progress and deadlines for accounting, bookkeeping, and tax-related tasks. You will review client submissions for completeness and accuracy, ensuring everything aligns with firm standards before it hits the production floor.

• Practice Management Expert: Utilize advanced tools like Thomson Reuters, CCH, or Intuit Practice Management to track client jobs, billing, and invoicing. You will maintain meticulous communication logs and CRM records to keep every account current and transparent.

• Process Improvement Partner: Collaborate closely with tax and accounting teams to resolve bottlenecks and enhance service delivery. Your role is key to upholding strict confidentiality and compliance with U.S. data privacy regulations.

What You Bring

• The Experience:2-5 years of administrative experience specifically within a U.S. accounting firm. You have a proven track record of managing high-stakes compliance deadlines and complex client documentation.

• Technical Mastery: Strong working knowledge of major accounting practice management software. You are comfortable navigating digital ecosystems to track billing, payment status, and project deliverables.

• The Mindset: A detail-oriented professional with exceptional English communication skills. You are a natural problem-solver who can manage multiple client portfolios independently while maintaining a collaborative spirit with global teams.

Why You'll Love It Here

We believe in rewarding high achievers with a work environment that fuels both professional growth and personal well-being.

• Specialized Career Growth: Gain unique front-office experience in the international accounting sector, positioning yourself as a key operational leader in a global firm.

• Health & Security: Comprehensive HMO and Life Insurance coverage from day one.

• Wealth & Growth: Competitive salary with annual performance reviews, tenure recognition, and a clear path toward Client Relationship Manager or Operations roles.

• The Hub Experience: Work from a modern facility featuring a breakout room with billiards, table tennis, or foosball-the perfect way to recharge during the US-aligned night shift.

• Fuel Your Night: Enjoy access to over 20 varieties of free coffee and chocolate drinks at our in-house bar to keep you sharp and energized throughout the US business day.