FUNCTIONS AND RESPONSIBILITIES

Business Development

• Ensure that client concerns are evaluated for opportunities, especially those not in scope of work.
• Ensure that all client inquiries are uploaded in BD system ().
• Ensure that all inquiries are disposed with proposals within 24 hours or as per company policy.
• Ensure that all proposals are reviewed prior to sending to prospective client.
• Create at least 1 blog/newsletter per month to be uploaded in PhilTaxWindow
• 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

• Ensure that all team members have weekly plan and daily To-Be-Achieved (TBA).
• Ensure that all time spent are charged to right TBA. Prepare and encode in DashSuccess () the necessary budgeted hours and weekly plan and daily TBAs of the team. Daily TBAs are forecasted a day before as follows:

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

• Senior Associate – every 2 hours
• Experienced Associate/Associate – every 30 minutes

• Ensure that all output, summaries and reports are submitted on or before the suggested deadline.
• Ensure that Pajamas Brand of Service is being implemented.
• Ensure that all client files are properly archived in database and hardcopies are safely labeled and kept.
• 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

• Understand and be aligned with the mission, vision and beliefs of the firm.
• Ensure that all time spent and TBAs are charged to a specific project or engagement.
• Ensure that all team members are coached – based on Daily TBA per Position Level.
• Ensure to undergo coaching from immediate superiors every 2 hours.
• Ensure to undergo at least once a month mentoring session from department superiors.
• 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.
• Know how to use the all system used by the group. (See list of systems in Annex A)
• Ensure to undergo all internal trainings and be certified. (See list of trainings and certifications in Annex B)
• Conduct internal trainings to all newly hired associates.
• Be updated with current standards and tax laws.
• 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

• Ensure that all TBAs are charges to the right engagement or project.
• Ensure that all output is submitted on time for timely billing.
• Make follow ups on billings and expected timing of collections.
• Ensure that all liquidations/reimbursements are approved by immediate superior.
• 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.