Salary: P50,000 to P60,000 (Monthly Package)
Schedule: Monday – Friday (01:00 PM - 10:00 PM PST)
What are we looking for?
Skills Required:
- Bachelor's degree in Accounting, Finance, or a related field
- Minimum of 1 year of experience in Project Management
- At least 3-5 years of administrative experience
- Proficiency in Microsoft Office products, including Word, Excel, and Outlook
- Exceptionally strong organizational, time management, and attention to detail skills
What will you do?
- Client Job and Document Management:
- Handle client portal uploads and downloads.
- Process and organize documents received via email within client folders.
- Send email notifications to clients and tax preparers as needed.
- New Client Onboarding:
- Welcome new clients with an email introduction.
- Assign a unique Lacerte Tax ID number.
- Set up client portal login and send an access invitation.
- Create new client records in the firm's system, including client number, Outlook database entry, file folder creation, and setup in QuickBooks and LaCerte (if complete information is available).
- Send new client forms via email and track their response. Follow up on missing forms promptly.
- Update client status in Office Tools to "Docs In" and assign the file to a tax preparer.
- Document actions taken and any relevant comments in Office Tools for tracking purposes.
- Research and collect essential client business information, such as annual statements of information, business licenses, SOS#, EIN, DOB, and SSN (if applicable).
- Client Management and Communication:
- Add new client entities to the firm's software.
- Send engagement letters.
- Assign Lacerte numbers, set up folders and file shortcuts, and add group names in Office Tools.
- Communicate with clients as needed to provide excellent customer service.
- Tax Return Processing:
- Assemble completed client tax returns.
- Invoice clients for tax preparation services.
- Send tax returns to clients and follow up on unacknowledged deliveries.
- E-filing and Client Communication:
- Electronically file tax returns once signatures and payments are received.
- Document all actions within the practice management software.
- Monitor e-filing status and update client file records accordingly.
- Contact clients if additional documentation is needed for e-filing (e.g., 1095 forms or dependent information).
- Office Tools Management:
- Manage and track the Office Tools inbox for requests from different departments.
- Send follow-up reminders to ensure tasks are completed by relevant teams.
- Project and Client Support:
- Assist with various projects, including tax vouchers, extensions, annual engagement letters, and updating client and job information in Office Tools.
- Provide general support for Office Tools management tasks.
- Enter client data into LaCerte software and manage their client folders.
- Staff Support:
- Provide backup support to other staff members as needed.
Join the awesome team and enjoy these benefits & perks:
- Home-based
- Medical, Dental Coverage and Life insurance from day 1 of employment
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Complimentary Sleeping Quarters, Coffee at no cost
- Complimentary Office Fitness and Wellness Facilities at no cost
- Regular Company Events, Work Life Balance, and Career growth opportunities
- Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
Our client is an accounting firm based in Los Angeles, with satellite offices in Redlands, Palos Verdes, and (coming soon) Paris, France. They possess a broad scope of expertise to fulfill the business and individual needs of their clients. Their commitment includes providing tailored attention, exceptional service, and individualized collaborations to guarantee the achievement of their client's goals.
#ConnectOS #ConnectOSCareers #TeamConnectOS
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.
