Client Service Officer

Client Service Officer

Location: Clark, Pampanga, Philippines

Work Arrangement: Onsite, Full-time

Shift: Monday – Friday | 7:00 AM – 4:00 PM PHT

Salary Range: Php 32,000 – Php 37,000

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 Client Service Officer, you will work closely with the client to manage critical administrative and compliance workflows. This role is the engine room of client relations, requiring a blend of regulatory knowledge, proactive coordination, and exceptional attention to detail.

Your Impact

• Onboarding & Compliance: Manage the onboarding process for new clients, including the collection, review, and verification of AML/CTF compliance documentation.

• Tax Administration: Prepare and personalize client tax checklists, monitor ATO correspondence (including Notice of Assessments and PAYG notices), and promptly notify clients of status updates.

• Workflow Coordination: Collate client information for tax returns and Activity Statements while ensuring overall job progress strictly meets all firm deadlines.

• Corporate Secretarial Support: Prepare, lodge, and manage ASIC forms, including annual company reviews and critical updates to corporate details.

• Client Communication: Draft professional correspondence and official engagement letters, and proactively follow up with clients to retrieve missing financial information.

• Operational Support: Support the firm’s internal billing and debtor management workflows while ensuring client data remains 100% accurate across all master systems.

What You Bring

• Administrative Excellence: Strong organizational and document management skills with an exceptional eye for detail when handling complex statutory documents.

• Communication Skills: Excellent written and verbal English communication skills, with a natural flair for delivering professional, customer-centric client service.

• Technical Literacy: Highly proficient in Microsoft 365, equipped with strong keyboard/typing skills, and capable of identifying and resolving data discrepancies with ease.

• Foundational Knowledge: A solid, basic understanding of core accounting principles is required to comfortably support the financial nature of the firm's correspondence.

• The Mindset: A proactive, self-motivated professional who maintains the highest levels of confidentiality, speed, and workplace professionalism.

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.

• Time for You: Enjoy 21 Total Annual Service Incentive Leaves, flexible to use for travel, emergencies, or anything you may need for your “Me time.”

• Tenure Recognition Program: Celebrate your milestones with us; on your 2nd year, choose between a cash reward or one free HMO dependent.

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

• Day Shift Stability: Enjoy a consistent 7:00 AM to 4:00 PM schedule that respects your time, completely eliminates night shifts, and provides an excellent work-life balance aligned with the Australian business day.

• Onsite Stability: Benefit from the consistent infrastructure, security, and collaborative energy of working directly out of our modern Clark facility.

• The Hub Experience: Work from our state-of-the-art Clark office featuring dedicated custom workstations, collaborative breakout spaces, interactive game zones, and an in-house cafe bar serving over 20 varieties of free premium drinks.