Client Excellence Coordinator

Job Title: Client Excellence Coordinator

Location: Cebu City

Shift: 9:00PM - 6:00AM (Monday-Friday) Night Shift

Work Arrangement: Onsite

UNLOCK YOUR POTENTIAL AT TOA GLOBAL!



At TOA Global, we are passionate about helping professionals thrive in their careers, businesses, and communities. With a global presence spanning Australia, New Zealand, North America, the Philippines, South Africa, and South America, we empower accounting professionals by providing world-class opportunities and support.

ABOUT THE ROLE:

• Document Collection & Review
  
  Gather and organize client financial info (paystubs, bank statements, expense information). Conduct structured calls, send emails and texts to follow up on information needed.
  
• IRS Form & File Prep
  
  Review IRS transcripts, draft forms (433 A/D, CDP, TAS), and fax communication.
  
• Database Management
  
  Log notes, deadlines, and follow-ups. Update financials and balance info to keep workflows current.
  
• Client Communication
  
  Respond within 24 business hours; recap calls via email and system notes. Maintain professionalism and confidentiality.
  
• Team Collaboration & Coverage
  
  Coordinate with case specialists, cover peers when needed, and share best practices.
  
  ABOUT YOU:
  
  -Required: Graduate of Accountancy or similar degree
  
  -Excellent Attention to Detail
  
  -Fluent English- this will be a client facing position (A MUST!!)
  
  -1-3 years of Accounting, Bookkeeping, Audit, and.or Tax
  
  -MS office programs
  
  -Must work PH night shift hours
  
  -A MUST:Want to obtain their Enrolled Agent (EA) License and be eager to learn, study, and grow.