Practice Support Specialist

Were Hiring: Practice Support Specialist!

Looking for a role that fosters collaboration, creativity and career growth in a vibrant office environment? We got you covered!

We are currently on the lookout for a new Practice Support Specialist to join our team at Cloudstaff, the #1 workplace everywhere! Think you qualify for the role? Attach a 1-2 minute video intro and introduce yourself to us so we can meet you virtually. Attach this together with your updated CV to become a priority applicant!

Role: Practice Support Specialist

Work Arrangement: Hybrid

Location: Philippines - Angeles (Pampanga)

Schedule: Morning Shift

Job Description

This role is designed for someone who can help take tasks off the Principals plate, support the day-to-day running of the practice, and gradually build their knowledge and responsibilities over time.

The business handles both tax-related and non-tax-related work, so this is not a rigid, repetitive role. It is a development role where the successful person will learn how the practice operates, understand where they can add value, and progressively take on more responsibility as their skills and confidence grow.

The right person will be organized, reliable, willing to learn, and comfortable working closely with a sole practitioner in a small but specialist professional services environment.

This is a role that will develop over time. The successful candidate will be trained in how the business operates and how they can best support its growth.

As they learn more about the practice, the clients and the type of work being performed, the role may expand into more complex administrative, technical, client management or operational responsibilities.

This would suit someone who is looking for a long-term opportunity, enjoys learning, and wants to become a trusted support person within a specialist tax practice.

Key Responsibilities

Responsibilities may grow over time and will initially include:

• Supporting the Principal Practitioner with administrative and practice-related tasks
• Assisting with client file setup, document collection and information management
• Preparing client correspondence, emails, summaries and follow-up notes
• Helping manage workflow, deadlines, task lists and client matters
• Organizing documents and maintaining accurate client records
• Supporting preparation of basic working papers, schedules or summaries where appropriate
• Liaising with clients, accountants, advisers and other professional contacts as required
• Helping improve internal processes, templates, checklists and systems
• Taking on additional technical or client-facing tasks as training and understanding develops
  
  

Qualifications And Requirements

• Experience working in a professional services firm
• Experience preparing basic workpapers, summaries or client file notes
• Familiarity with Microsoft 365, Xero, practice management software or CRM systems
• Experience with automating repetitive tasks
  
  

Non-negotiable Skills And Requirements

• Experience in administration and support for a professional services firm
• 23 years of experience in an administrative or Executive Assistant role within the accounting or tax industry.
• Strong written and verbal communication skills
• Excellent attention to detail
• Strong organizational and time management skills
• Ability to follow instructions, ask good questions and take ownership of tasks
• Comfortable working independently once trained
• Willingness to learn and take on new responsibilities
• High level of confidentiality and professionalism
  
  

Perks & Benefits (Work From Home/ Hybrid)

• Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
• Flexible leave credits which may be used for vacation, emergency and sick leaves
• Quarterly perks boxes for WFH staff, offering groceries and snacks to keep you fueled Superb and exciting Mid-Year Parties with items to give away and cash prizes!
• Endless opportunities for career advancement
• Annual Performance Review with Salary Increase
• We set you up for success with a company-provided PC/Laptop and fiber internet connection
• Tech-on-wheels Support
• Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues
• International career growth and connections
• Unlimited cash incentives for hired referrals
• Mental Wellness Employee Assistance program through Lifeworks
• In-house psychiatrist available to support employees' well-being
• Become part of the Employee Share Units program
• Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc.
• Cloudstaff : Build Your Career, Anywhere
• Established in 2005, Cloudstaff is a leading outsourcing company that empowers businesses to thrive through smarter talent solutions. We're passionate about creating a work environment that fosters your professional growth and overall well-being.
• Why Cloudstaff is the #1 Workplace?
• Award-winning Culture: We're committed to building the #1 Workplace Everywhere, with a proven track record of staff engagement initiatives and industry recognition
• Invest in You: We support your development through comprehensive training programs, mentoring and opportunities for career advancement
• Thrive as an Individual: We offer a strong work-life balance with flexible schedules, meaningful perks and a collaborative team environment.
• **To become a priority applicant, please share a 1-2 minute video introduction detailing you experience in this specific role.