To support Client Managers and Accounts Managers in the smooth and efficient onboarding of new clients, ensuring a seamless transition and setup for long-term service success. Key Responsibilities You will: Client Onboarding Perform Xero conversions and initial setup for new clients. Create and document the Schedule of Work. Set up or enhance month-end reporting packs. Develop clear and effective Procedure Notes. Provide general support to Client Managers and Accounts Managers. Client Transition & Setup Streamline and refine ongoing tasks for improved efficiency. Conduct system Health Checks to ensure optimal performance. Implement structured daily and month-end accounts processes. Document and manage the Transition of Work Schedule. Facilitate a complete handover to the ongoing team, including training of Accounts Analysts. Provide support throughout the transition period to ensure client satisfaction. Ongoing Accounting Support Manage Accounts Receivable and Accounts Payable. Oversee banking activities and payroll processing. Prepare monthly financial reports. Ensure compliance with GST, FBT, and PAYE regulations. Respond to client requests, including support for audits. Additional Duties Maintain a personal development plan and attend training sessions to stay up to date with relevant legislation and software. Perform other onboarding and bookkeeping-related tasks as required. Contribute to the implementation and adherence to ISO 27001 and ISO 9001 standards. QUALIFICATIONS & REQUIREMENTS: At least 4 years of experience in bookkeeping/accounting, preferably supporting SMEs. BPO or outsourcing experience. Background in working remotely with offshore clients. Bookkeeping or accounting qualifications. Strong written and verbal English communication skills. Xero Certified; experience with Xero and Receipt Bank. Proficient in Microsoft Excel, Word, and Outlook. Ability to work effectively in a paperless environment. CPA and/or project management experience is a plus. Work Setup: Currently reporting onsite once a week (per month) at The Podium, Ortigas. The permanent office location will be in Clark, Pampanga, with a hybrid work setup once the transition is complete. Work Schedule: Monday - Friday Show more Show less