Junior Accountant
Full-time
Upturn Business Solutions
1. Client Onboarding
- Upon endorsement from the Business Development Team and creation of the communication channel, immediately engage the client (greet and assist), encourage prompt payment, and schedule the preliminary onboarding call.
- Participate in internal deliberation regarding client assignment.
- Assign client code and set up structured client folders (ETM Clients / Upturn Clients).
- Upload and review the signed Engagement Letter to understand the scope of services, timeline, and collaboration setup.
- Update internal systems including Client Masterlist, MRE Monitoring Sheet, and Client Information Sheet.
- Initiate collection of permanent files to determine the nature of the business, required tax filings, and compliance obligations.
- Verify access to government portals (eAFS, eFAST, ORUS, eFPS, SSS, PhilHealth, HDMF).
- Conduct internal alignment meeting between MRE and Business Development.
- Prepare working paper templates, set up beginning balances, and review prior tax filings.
- Conduct Initial and Formal Onboarding Meetings with the client.
- Ensure all permanent files and monitoring sheets are complete before endorsement to the assigned team.
- After one (1) month, formally endorse the client to the assigned Production Team.
- Conduct second-month client check-in to ensure smooth transition.
2. Client Offboarding
- Entertain inquiry regarding offboarding or internal endorsement from any Upturn member.
- Conduct an Initial Call to discuss the reasons for disengagement.
- Prepare and circulate Minutes of Meeting following all discussions.
- Participate in internal deliberation and document final resolution.
- Coordinate negotiation discussions with Business Development when applicable.
- Prepare draft contract amendments and amended engagement letters, when necessary.
- Facilitate review and approval of amended agreements.
- Issue Notice of End-of-Engagement when disengagement proceeds.
- Verify if the client is under Virtual Office services and determine transfer/closure handling.
- Update Trello and internal monitoring systems to reflect offboarding status.
- Endorse client to Billing Department for clearance.
- Prepare and consolidate all client files (tax returns, books of accounts, working papers, credentials, and deliverables) in organized PDF format.
- Secure confirmation of final billing settlement before file release.
- Schedule and conduct Offboarding Meeting.
- Release completed client files through official email channels.
- Issue and secure acknowledgment of Release of Liability.
- Update records to reflect service termination and file turnover.
3. Administrative & Operational Support
- Provide coordination support between CSD, QTD, Business Development, and Billing.
- Track backlogs and pending items and follow up with responsible team members.
- Monitor document submission status and escalate delays when necessary.
- Maintain updated monitoring sheets and compliance trackers.
- Issue reminders, announcements, and client communications as required.
4. Process Improvement & Template Development
- Assist CSD and QTD in identifying areas for improvement in working paper templates, monitoring sheets, and client reports.
- Provide operational feedback to enhance efficiency and documentation controls.
- Participate in testing and implementation of revised templates and workflows.
- Ensure updated templates are properly communicated and adopted.
5. Regulatory Monitoring & Compliance Awareness
Stay informed of updates related to BIR issuances, SEC memoranda, SSS, PhilHealth, HDMF, and relevant tax/accounting standards.
Inform and coordinate with QTD regarding significant updates affecting compliance procedures.
Flag regulatory changes that may impact onboarding requirements, engagement scope, or compliance calendar.
Ensure new regulatory requirements are reflected in onboarding checklists and monitoring systems.
Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Junior Accountant in Valenzuela vacancy
- ...We are seeking a detail-oriented and motivated Junior Accountant to support our finance and accounting operations. The ideal candidate will assist with day-to-day financial tasks, help ensure compliance with accounting standards, and support month-end and year-end closing...
- ...Job Summary: The Junior Accountant supports the finance and accounting department by performing basic accounting tasks such as bookkeeping, preparation of vouchers, encoding transactions, and assisting in financial reporting and tax filing. The role is ideal for fresh...
- Tumutulong sa production upang malaman ang ikot at sistema nito, pati nadin ang mga makinang ginagamit dito. Nagmomonitor ng mga gawa ng tao, acting leader sa kada department, kasabay nito ay ang pagmomonitor sa mga makina. Knowledge of basic compound design Knowledge...
- ...JUNIOR SUPERVISOR Qualifications • Graduate of Chemical, Mechanical, Industrial, or Electrical Engineering • Licensed Engineer (Fresh graduates are welcome to apply) • Chemical Engineering graduates are highly encouraged to apply • Willing to be assigned...
- • Examining incoming raw materials like cement, aggregates, reinforcing steel, and admixtures to verify compliance with specifications. • Continuously observing the precast production process, including mold preparation, concrete mixing, pouring, vibration, curing, and ...
- ...Job Summary We are seeking a proactive and detail-oriented Accountant with strong expertise in bookkeeping, financial reporting, and... ...controls Provide guidance, training, and performance feedback to junior accounting staff Qualifications Bachelor’s degree in...
- ~ Manage the Accounting team and oversee daily operations. ~ Prepare financial statements and reports in compliance with regulations.... ...forecasting processes. ~ Provide training and mentorship to junior staff. Position: Accounting Head Salary: 50K-60K Working location...
- ...HIRING: ACCOUNTANT (Construction Experience Required) We are currently looking for a qualified and experienced Accountant to join our team. Qualifications: • Bachelor’s Degree in Accountancy or related field • Preferably CPA (but not required) • With at least...
- ...the preparation of internal and external audits. Support tax planning and administration processes. Ensure compliance with accounting standards and regulations. Generate reports and presentations based on financial data. Requirements Educational Qualifications...
- # Prepare journal entries, manage AP/AR processes, knowledgeable in BIR Taxation and ensure accurate financial reporting. # An accounting payable role with taxation responsibilities includes processing and recording invoices and payments, and ensuring that they are accurate...
- ...Responsibilities Record, review, and maintain accurate books of account. Track, monitor, and analyze all company income and expenses on a monthly and yearly basis Prepare monthly, quarterly, and annual financial statements and reports Ensure proper documentation...
- ...Job Responsibilities Monitors different transactions for proper recording Maintains and updates accounting records and monitoring logs Reviews documents related to payment processing, collection, or sales Reconciles data between documents and system records...
- ...inter/intracompany transactions. Monitor of billing and cost control and productivity. Education: ~ Bachelor’s degree in Accountancy or Finance related Experience : ~ Fresh graduate or with 1 year experience on the same field or equivalent Specific...
- ...We are looking for a strategic and detail-oriented Accounting Supervisor to lead our accounting operations and ensure accurate, timely, and compliant financial reporting. Key Responsibilities: Lead and manage the accounting team Prepare and review financial reports...
- preparing and reviewing financial documents report and statements SSS Philhealth Pag-ibig NBI Birth Certificate Police or Brgy. Clearance Diploma / TOR
- Experience in managing e-commerce platforms Strong analytical and problem-solving skills Knowledge of digital marketing and online sales strategies Ability to work independently and in a team Manage and optimize TikTok Shop, Shopee, and Lazada stores Handle...
- ...Manage accounts payable and receivable processes. Prepare and maintain financial reports and statements. Assist with budgeting and forecasting tasks. Ensure compliance with accounting standards and regulations. Reconcile bank statements and resolve discrepancies...
- ...Batch export TA/SI (Cavite loadslip and pickslip) QUALIFICATIONS: Candidate must possess at least a Bachelor's/ College Degree in Accountancy, Management Accounting, Accounting Technology, Financial Management or equivalent With experience being an Accounting Staff/...
- ...Assist in managing accounts payable and receivable functions. Conduct regular reconciliations of financial statements and general ledger accounts. Support the preparation and processing of financial documentation and reports. Maintain accurate records of financial...
- ...accuracy of financial statements and reports. Ensure compliance with local, national, and international financial regulations and accounting standards. Lead the budgeting and forecasting process and monitor financial performance. Provide financial insights to...
- ...Account Manager Job description: Industry: Furniture, Novelties, Toys, and General Merchandise We are seeking a dynamic and experienced Account Manager to join our team. The ideal candidate will be responsible for managing client relationships, ensuring client...
- ...financial statements and reports. Maintain and update financial records and ledgers. Conduct audits and ensure compliance with accounting standards. Support month-end and year-end close processes. Collaborate with team members to improve accounting procedures....
- ...accurate, complete, and timely processing of billing and collections, and support the company’s financial health by managing customer accounts and receivables. The role is crucial in maintaining cash flow and supporting project execution through accurate documentation and...
- ...solutions, maintenance and repair, and net-metering services in the Philippines, we are looking for a highly motivated and experienced Account Manager. Drive our business forward through effective account management and new client acquisition Identify leads and lead...
- ...Job description Shall manage and oversee the daily operations of the accounting department. Establish internal controls in the department. Analyzes the accounting data for financial reports or statements. Establish and enforce proper accounting methods, policies...
- ...Assist in the preparation of financial statements and reports Maintain and update accounting records and ledgers Process accounts payable and receivable transactions Reconcile bank accounts and ensure accuracy of financial data Support the month-end closing...
- ...verification such as bank checking, trade dealings for supplier and client, employment verification, character reference checking. • For account with a possible approval of P500K and above: Conduct credit investigation and neighborhood checking of residence and business...
- ...We are looking for a detail-oriented and reliable Accounting Specialist to manage our Accounts Payable, Accounts Receivable, and collections functions, ensuring accurate financial records and BIR compliance. Key Responsibilities Handle day-to-day accounting transactions...
- ...organize comprehensive company financial records. Reporting: Prepare regular financial reports and assist in year-end audits. Accounts Management: Monitor and manage both Accounts Payable (AP) and Accounts Receivable (AR). Payroll & Banking: Assist with...
- Job Summary: We are looking for a reliable and detail-oriented Accounting Supervisor to oversee daily accounting operations and ensure accurate financial reporting. The ideal candidate should have strong experience in taxation, bookkeeping, bank reconciliation, and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Junior Accountant. Be the first to apply!
