Client Excellence Coordinator l Onsite

  • Central Visayas
  • Permanent
  • Full-time
  • 5 days ago
Job Title: Client Excellence Coordinator Location: IT Park, Cebu Shift: 9:00 PM - 6:00 AM, Monday to Friday 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: Bachelor&aposs Degree in accounting or any related course 1-3 years of Accounting, Bookkeeping, Audit, and.or Tax Proficient in MS Excel Excellent communication and client service skills WHAT&aposS IN IT FOR YOU Competitive Compensation & Growth Attractive Compensation & Total Rewards Package tailored to your expertise Annual Performance Review with Salary Increases Tenure Recognition Program with exclusive benefits International Career Growth and Networking Opportunities Work-Life Balance & Well-being Weekends Off with up to 21 Paid Leave Days Work-Life Balance and On-time Logouts so you can enjoy your personal time A Family-First Culture that values your well-being Access to the best Health & Life Insurance Plan, including up to 50k Maternity Benefits and options to enroll Dependents, Parents, or a Common-Law Partner Professional & Personal Development Exclusive access to Certifications and Courses from Ab2 Institute of Accounting Ongoing Training, Mentorship and Career Advancement Opportunities Unlimited Cash Incentives for Successful Referrals Exciting Perks & Workplace Culture 20+ FREE Coffee and Chocolate Drink Options to keep you energized Fun Breakout Rooms with Billiards, Table Tennis, and Foosball Exclusive TOA Merchandise and engaging On-Site Activities A Healthy Workplace located near Residences, Malls, Restaurants, and Sports Hubs Our Core Values: The TOA Global Way We live by our values to create an environment where growth, innovation, and success thrive. BE AWESOME: We believe in the power of exceptional individuals coming together to create collective genius. We celebrate achievements, reward outstanding performance, and make work fun. KEEP IT REAL: We value honesty, accountability, and open communication. We act with integrity, show empathy, and foster meaningful conversations. BRING THE WOW: Excellence is our standard. We go the extra mile to deliver outstanding DREAM BIG, ACHIEVE MORE: We embrace continuous learning, exploration, and self-improvement. Ambition drives us to seek knowledge and grow. Join TOA Global and Experience the Difference! We are committed to fostering a diverse and inclusive workplace, where individuals from all backgrounds are valued and celebrated. By embracing diversity, we unlock innovation, creativity, and excellence in serving our clients and communities. Ready to take the next step Visit https://careers.toaglobal.com/ and Apply TODAY! Show more Show less

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