• Exhibits familiarity with specific needs and dedication to each client.
• Prioritizes secure data handling, with a strong emphasis on safeguarding clients' financial information through secure login procedures, data encryption, and audit controls.
• Demonstrates the ability to learn and adapt quickly to new tools or unique client situations that may arise, ensuring accurate and responsive service.
• Maintains high standards of oversight and quality control, allowing for review and approval of all work before it is finalized and shared with clients
• Insight and Rhythm Management
• Weekly pulse scan: schedule, inbox, bottlenecks. 15-min Friday alignment call. Summaries of weekly outcomes.
• Has an existing home office setup with a conducive work environment
• Computer or laptop with specs of at least core i5 or higher/7th gen or newer, or its AMD equivalent, 12 - 16GB RAM, functional camera, noise-canceling headset, and dual monitor
• A stable internet connection with at least 25 Mbps upload and download
• Back-up power/internet is required

Qualifications

• Has experience in handling the bookkeeping and tax return preparation tasks.
• An accounting or tax background is preferable
• Strong skills in Stripe or similar to handle the bookkeeping tasks for clients.
• Email management
• Client relationship management
• Billing collections and Financial reconciliation
• Travel and logistics
• Admin systems and follow-up

Offer

• Long-term/full-time position
• Competitive pay is at 39,659.05 gross + 13th Month pay
• 5,000 Client Deployment Allowance
• Pay begins on day 1 of training
• Benefits, such as: Enjoy benefits valued at 324,000 pesos annually
• HMO Coverage: Medicard with ₱200,000 Maximum Benefit Limit, Private Room Plan plus one (1) approved dependent at ₱100,000 Maximum Benefit Limit
• Loyalty Investment Fund: We set aside savings for you—withdraw after 5 years, with more perks at your 10th year.
• Pag-IBIG MP2 Savings Program: Where the company will contribute monthly to your MP2 account!
• Memorial Plan Coverage: St. Peter Memorial Plan granted after regularization
• Work-life balance benefit: 15 annual paid leaves for regular employees to rest, recharge, and enjoy personal time.
• Attendance and performance-based incentives: Get up to 142,000 pesos worth of performance-based incentives annually
• Perfect Attendance
• KPI Superstars
• Shoutout Incentive
• Referral Incentive
• QA Rockstar
• C3 Champions

Client Obs Incentive

• Quarterly In-person Team-Buildings
• Annual Company Outing - A yearly team adventure to unwind and celebrate together
• Annual Year-End Party - A fun-filled party capped with exciting grand raffle giveaways!
• Annual Performance Review - Performance-based reviews with opportunities for pay raises.
• Annual Sports Fest - Show your team spirit and compete in fun games and tournaments!
• 13th-month pay - Guaranteed additional month’s salary every year.
• Government-mandated benefits:
• SSS
• PhilHealth
• PAG-IBIG
• Career Advancement Opportunities