FUNCTIONS AND RESPONSIBILITIES

Business Development (BD)

• Ensure that client concerns are evaluated for opportunities, especially those not in scope of work.
• Ensure that all lead-generation activities are implemented:

• Attend to all consultations during trainings and conferences
• Attend to all business conferences and meetings
• Conduct at least 1 training per quarter

• Ensure that all client inquiries are uploaded in BD system ().
• Ensure that all proposals are reviewed prior to sending to prospective client.
• Ensure that all inquiries are disposed with proposals within 24 hours or as per company policy.
• Ensure that all business/strategic plans are implemented
• Maintain good client relationship and promote other services, client may need.
• Participate in all companies sales and marketing activities such as KKK (Kapamilya, Kaibigan, Kakilala), RRR (Retain, Repeat, Refer) and other programs that will help generate additional clients/engagements
• All noted issues or recommendations are addressed to the specific project owner or emailed to Customer Happiness Team (CHT) at for process or system improvement.
• Conduct CPS: 1) Compliance assessment, 2) Performance analysis and 3) Strategic development on all BD activities.

Project Management (PM)

• Ensure that all approved proposals were set as project in DashSuccess ().
• Ensure that all projects have time budgets. Prepare and encode in DashSuccess the necessary budgeted hours and weekly plan and daily To-Be-Achieved (TBA) of the team. Daily TBAs are forecasted a day before as follows:

• Daily TBA Plan per Position Level (as encoded in the system):

• Manager/Assistant Manager - Daily
• Supervisor – every 4 hours
• Senior Associate – every 2 hours
• Experienced Associate/Associate – every 30 minutes

• Ensure that projects are closed in DashSuccess within the deadline or within reasonable time.
• Ensure that all staff makes appropriate time charges to right TBA.
• Ensure that all output, summaries and reports are reviewed.
• Ensure that Pajamas Brand of Service is being implemented.
• Ensure that Next Big Thing (NBT) Productivity of all tax personnel are encoded every 30 minutes in DashSuccess.
• Ensure that all functions run smoothly and are turned over to appropriate personnel after the project.
• Ensure that all the financial reports are disseminated to the authorized personnel to preserve confidentiality with prompt actions in case there would be conflicts.
• Conduct CPS: 1) Compliance assessment, 2) Performance analysis and 3) Strategic development on all PM activities.

Staff Management (SM)

• Ensure that all team members are aligned with the mission, vision and beliefs of the firm.
• Ensure that all time charges of a team members are charged to a specific project or engagement.
• Ensure that all personnel are coached – based on Daily TBA per Position Level.
• Ensure to undergo coaching from immediate superiors daily.
• Ensure that all tax personnel are mentored – on a quarterly basis. Evaluation are encoded in DashMentor ()
• Ensure to undergo at least once a month mentoring session from department superiors. Self-evaluation is encoded in DashMentor.
• Ensure that all team members know how to use all the system used by the group. (See list of programs in Annex A)
• Ensure that all team members have undergone all internal trainings and be certified. (See list of trainings and certifications in Annex B)
• Be updated with current accounting standards and tax laws specially those needed by the client.
• Ensure to follow all company policies, rules and regulations.
• Conduct CPS: 1) Compliance assessment, 2) Performance analysis and 3) Strategic development on all SM activities.

Financial Management (FM)

• Ensure that all newly approved proposals are initially billed upon acceptance.
• Ensure that all progress billings are billed prior to deployment of field personnel.
• Ensure that all time charges are billed within a reasonable time.
• Ensure that all billings are collected on time.
• Ensure that all past due accounts are disposed properly.
• Report analysis are done on a regular basis - project margin analysis, billings and collections.

• Ensure that all liquidations/reimbursements are charged to the right project and are approved.
• Conduct CPS: 1) Compliance assessment, 2) Performance analysis and 3) Strategic development on all FM activities.

Changemaker (Self-Leadership)

• Conduct self-assessment on overall compliance, performance and strategic development.