How you will contribute:

1. Operations Management

Plan and allocate resources for new engagements
Manage and monitor operating and service delivery systems to ensure smooth implementation and execution of client scope and engagements
Conduct client onboarding session
Ensure that the client’s tax returns, reports, and correspondents are prepared and presented in accordance with tax rulings and regulations
Ensure that the client’s financial statements are prepared and presented in accordance with Philippine Financial Reporting Standards and include reporting on tax disclosures
Monitor project completion and update the corresponding billing to the client; Assist in collections
Make good judgments, deliver the timely perception of root causes, and provide effective solutions to issues encountered (IIAAs)
Attend internal Operations Committee meetings and present required dashboards/reports
Prepare talent and loading capacity per account
Monitor productivity by ensuring that client loading of team members is within targets
Identify the team's strengths and weaknesses/challenges in service delivery, and lead the improvement process in service delivery
Maintain a smooth communication protocol with the team and client
Review the use of appropriate applications or tax technologies in the execution of the delivery system and monitor issues and concerns for continuous improvement and efficiency
Review and analyze client's compliance and financial reports in compliance with regulatory reporting requirements
Review the client's compliance/tax plans
Communicate to the management committee/Board of Directors updates/results of the project

2. People Management

Oversee the work of the Team and ensure that client engagements follow the prescribed service quality
Supervise and review the work of the Team Leader/s
Mentor and coach team members
Prepare monthly individual performance goals for the Team and Communicate consistently and timely with concerned talents
Review the monthly individual performance goals for the Senior Tax Analysts (STAs) and Tax Analysts (TAs) prepared by the Team Leaders
Review monthly scorecards of the team; Set individual performance goals
Ensure accomplishment and timely submission of quarterly Performance Evaluations of all members of the Teams as set by the Human Resources Department
Lead hiring of talents for the practice unit; Submit Job Order Form to HRD and conduct interviews
Lead, manage, and monitor the onboarding of new talents
Prepare, manage, and monitor the development plans of self and team members
Effectively Communicate goals and sets clear expectations with the Team Members
Review and analyses actual time charges (Freedcamp) of team members and compares with the Bill of Activities
(BOA) or budgeted time. And documents resolutions to significant findings noted.
Review and approve the timesheet of Team Leaders
Lead, manage, and monitor the off-boarding of resigning talents
Conducts staff technical training
Partners with HRD for implementation and execution of employee engagement activities

3. Account/Client Management

Ensure understanding and completeness of Client onboarding activities
Ensure that Service Level Agreements or SLA/deliverables with client-partners are met timely.
Ensure proper and timely implementation and execution of Agreed Upon Procedures with clients
Ensure that monthly, quarterly, and annual tax reporting and deadlines are properly and clearly defined with the
team members and Infinnum team as well as with clients to ensure timely and accurate preparation of Financial and Tax Reports
Review monthly, and quarterly financial and tax accounting reports/dashboards before submission to client-partners
Leads account meetings with clients - tax and compliance reports and related analysis, if needed
Develop good working relationships with internal and external partners
Build trust with clients and effectively identify key opportunity areas that improve customer experience
Report and present to the clients’ ManCom, ExeCom, and Board meetings, if included in service engagement activities
Attend to clients’ concerns and Inquiries
Monitor and ensure timely collection of engagement fees based on the contract
Follow up collections for delayed payments by clients
Review and evaluates monthly performance metrics set in the engagement contract and communicate
consistently and timely with client-partner
Fill up the Customer Satisfaction (CSAT) with the client
Liaises and discusses with the BIR regarding the client's BIR audit, if included in service engagement activities
Communicate customer issues with the operations team and devise ways of improving the customer experience, including resolving problems and complaints
Facilitates account, management, and operations meetings with the client, internal team, and external partners
Leads and participates in internal account meetings on service deliverables.
Participates in strategic planning activities, if included in the service engagement activities

4. Engagement Management

Attend meetings with prospective clients and Prepare Minutes of Meetings (MoM)
Prepare the Bill of Activities (BOA) based on the engagement meeting with prospective clients
Prepare and facilitate the signing of engagement proposals

5. Business/Financial Management

Review and monitor accounts’ profitability and the team's productivity on a monthly basis based on the set targets as documented in the Bill of Activities (BOA)
Monitor collection of service engagement fees and follow up delayed payments, if necessary
payments
Manage Annual Revenue of P15,000,000 to P20,000,000.
Acquire, plan, coordinate, and monitor client services from other practice units to ensure engagement and/or project success

6. Others

Recommend improvements to the existing internal practices and procedures
Identify and recommend updates to tax accounting processes and procedures
Perform other duties and responsibilities that may be assigned from time to time by the immediate head

Perks

Competitive salary and benefits package
Outstanding career growth and development opportunities
Passionate, energetic, and innovative work culture
HMO
Performance incentives and bonuses
Company events
Hybrid work (remote work from home and work at the office)

Location/Hybrid Set Up

Work from the office in Ortigas, Pasig – Tuesday, Wednesday, and Thursday
Work from home – Monday, Friday
Client visits – a total of 2-5 days per month (scheduled in advance)

Application Process

Attend an online interview
Attend an in-person technical interview

Lead generation Job opportunities in Pasig, Remote Working May 2023

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