Junior Accountant

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.