Collections
- Accountable and responsible for collections every month.
- Attending to clients’ requests, sending weekly reminders / following up on all ageing clients every 14 days until payment has been made to us.
- Updating and checking the AR list every week and coordinate with credit control team in generating of SOA and chasing of payment.
Billings
- Generating of bills through portal and keeping track to ensure monthly targets are met.
- Doing up of Managers’ billing cumulative data in pivot table and match against their allocated portfolio and let them know their unfulfilled amount and revenue to achieve every month.
- To manage the fee recovery of each engagement, unbilled net wip, adjust the recovery rate and to bill when work has been done.
- Manage engagements with low fees recoveries, flag to the managers to ask for higher fees etc from time to time
- Discuss with finance from time to time.
Reports
- Preparing reports required on a weekly basis to track the revenue target.
- Updating new and lost clients on a weekly basis
- Preparing the management reports on a monthly basis, providing a summary of the total portfolio revenue size for forecasting purposes
- Other various reports as requested by management.
Budgets
- Keep track of all tax deliverables’ amount and revenue in terms of Compliance, GST, Personal tax, Advisory, Due Diligence etc.
- Will discuss and update the partner on the quarterly budgets from time to time for all tax deliverables.
Opportunities pipelines
- Tracking and updating of all opportunities in the software system eg. Wins and lost pipelines
Timesheets
- Doing up of the staffs’ timesheet in pivot table to monitor their chargeability and utilization.
- Speak to staff if they have not met their minimum utilization.
Workplan
- Doing up the workplan in pivot table to check against the timesheet if the workplan has been accurately planned and if there is too little work/ sufficient resource etc.. Discuss with the managers accordingly.
Client tax progress control (TPC)/tax status report
- Pivot the staffs’ work progress on all the clients’ work matters.
- Generate the weekly status to ensure financial accounts have been received and updated so as to commence work and start on the fee quote process and finally bill the client timely
- Do allocation of Managers port allocation in terms of budgets given. Will also assist in staff portfolio budget calculation.
- Updating of all NOA and all iras tax letters into our database.
- Update ceased client /waiver list from time to time
- Updating and maintaining of the clients’ database
General Admin
- Update tax library books’ listing from time to time.
- Sorting of IRAS letters, scan and disseminate to the engagement team in charge of the client.
- Assigning tickets to the respective tax engagement team in charge on a daily basis
REQUIREMENTS
- You should have at least a Diploma in Business studies, Business management, Business Finance or Accountancy or relevant discipline
- At least 4 years of relevant working experience in similar role or with strong understanding of budgeting and financial analysis and project management skills
- Proficient in data analysis and problem-solving, committed, and show resilience when faced with issues and capable of working under tight deadlines
- A good team player and possess strong interpersonal skills and meticulous
- Fluent in English and Chinese, both verbal and written
