Client Engagement Associate

About the Role

We're looking for a full-time Client Engagement Associate to serve as a key point of contact between our clients and internal teams, supporting our U.S., Canadian, and Australian tax and accounting operations.

In This Role, You Will

• Manage a shared inbox and ensure timely, professional communication with clients and internal teams
• Monitor, track, and follow up on client inquiries to ensure all messages are addressed promptly
• Provide weekly client status updates to help ensure client needs are met and satisfaction is maintained
• Coordinate with internal teams to resolve basic client concerns or appropriately escalate issues when needed
• Prepare and submit basic monthly reports
• Maintain organized and accurate records of client communications and status updates
• Develop working knowledge of internal systems, including Microsoft Tools, Xero, and TaxDome, for basic navigation and information retrieval
• Identify opportunities to improve workflows and suggest or implement processes that enhance efficiency and productivity

Qualifications

• A team player with a fun, positive, and professional attitude
• Minimum of 5 years of experience in the same or a similar line of work
• Bachelor's degree in any field; interest, motivation, and commitment to the tax and accounting industry are highly valued
• Excellent written and verbal English communication skills
• Strong time management and organizational skills, with the ability to handle high volumes of emails and prioritize tasks effectively in a fast-paced environment
• Strong computer proficiency, particularly in PDF and Microsoft Office applications (Word, Excel, PowerPoint, etc.)
• Quick learner with the ability to absorb new information, tools, and technologies efficiently
• Open to sharing ideas and suggesting process improvements to support smoother and more efficient workflows

Work Schedule and Location

• 8-hour shift from 9:00 AM to 6:00 PM, Monday to Friday
• Hybrid work setup with on-site work required every Tuesday, Wednesday, and Thursday
• May be required to render overtime or report to the office more regularly during tax filing deadlines, trainings, or as business needs require
• Office location: Mabalacat, Pampanga
• Preference will be given to candidates residing in or near Mabalacat, Angeles City, or nearby areas in Pampanga, or those willing to relocate nearby

Salary and Benefits

• Competitive monthly salary based on experience and qualifications
• Performance-based bonus
• Christmas gift or holiday bonus
• 13th month pay
• Health insurance / HMO benefits
• Overtime pay during peak periods and tax filing deadlines
• Training and continuous learning opportunities
• Vacation leave and sick leave benefits
• Philippine holiday pay