TLS – Client Account Administrator – Associate – Amman

Line of Service
Tax

Industry/Sector
Not Applicable

Specialism
Finance

Management Level
Associate

Job Description & Summary
The CAA is responsible for supporting the daily business operations and processes of one or more Tax Network per Market, from engagement kick-off to job code closure.
The CAA will report to the assigned team of a particular Tax Network & Market, Cluster Finance Lead & CAA Team Leader. He or She will assist in working together to achieve an accurate TLS portfolio.
Network & Market Support:
1- Job Code Set-Up

• Provide guidance to ET in Opportunity Set-up from Salesforce
• Initiating engagement profile workflow from Opportunity
• Assisting ET in risk activities for engagement and client risk assessment such as pre-fills in Client & Engagement Acceptance, drafting of AFS, Complete & Submit JBR (for external subcon), guide ET in submitting KYC, submit RC (relationship checks), consult TLS R&Q for panel if needed.
• Support in the follow-up of approval of AFS, JBRIS,Client Acceptance & Eng Acceptance if needed.
• Drafting ELs & making sure that all details matched with the SF opportunity created as well as in the AFS details(if any). Assisting ET also in coordinating to get the required approval from R&Q of any changes applied in the EL per the standard Terms of Business.
• Job code creation in iPower upon completion of Client Acceptance & Risk assessment.
• Sending job code details to ET
• Job code maintenance

2- WIP Review
Per the NI review report to be circulated at the opening of the new period on a per Tax Network basis with a uniform email to explain action required from the Engagement Team, CAAs roles will be:

• To action as per the comment provided by the ET such as WIP provisions, change in budget rate, change in job code details, time & expense transfer, zero final bills & job code closing.
• Assisting Engagement Team on processing Finance Entry for job codes where fee allocation were not processed during the actual billings.
• Circulating zero WIP job codes before closing of the current period & summarizing list of job codes to terminate to be processed by Central Finance for job codes of 20 items & above.
• Review of & coordination to ET of ITBs to be charged as expense to job codes
  

3- Billings

• Requesting ET to fill-up the standard billing request template for bills to be issued on a per job code basis. This can either be Progress, Final or an Adjustment Note and a Direct Client bill or Inter Territory.
• EL or Inter Territory Bill Agreement should always be provided.
• For XLOS project billings, ensure that ET provided the correct job code and fee to be allocated to each Tax BU or LOS within the same country / territory.
• Draft bill to be circulated to ET requesting the bill for initial review.
• Submission & requesting approval to Partners or Directors upon receipt of confirmation from the ET that draft bill is correct & no changes are required.
• Sending of final approved copies to ET to be forwarded to clients & inter territory bills to be forwarded to ITC team

4- Debt Aging and Collection
Per the Debt Aging report to be circulated at the opening of the new period with the current Debt Provision & Upcoming Debt Provision (end of the month & next month) + cash target for the month & current cash collected, CAA roles will be:

• Follow-up of outstanding inter territory bills (ME – 30 days / Non ME – 60 days) by CAAs, while client bills to be followed-up by ET from 30 days or depending on the terms of payment. CAAs can also follow-up client unpaid bills per the instructions of the ET. CAA will work closely with the Cash Collection Team.
• Updating cash collection on an alternate day basis per the unpaid bills
• Providing SOA report as per instruction of the ET.

5- Timesheet

• Timesheet submission reminder on a day before, during & at the roll over date every 15th and 30th of each month
• Follow-up of missing timesheets on a per Tax Network basis up to closing of each period roll over
• Assisting each staff on completing timesheet in case of valid issues in iPower provided that all datas to be input are completely provided by the requesting staff
• Submission of time transfer for hours charged erroneously to wrong job code either EB or non-billable codes. Leave hours should be subject to the approval of their coaches.
• Missing Timesheet follow-up for ME Transfer Pricing Team on a weekly basis (UAE)

6- Clearance for Leavers

• Confirm job and bill handovers from Leavers for reference of clearance and final approval from LOS Finance Lead
• Process transfer of job codes and bills to new Job/Billing Partner, Director or Manager

7- Reporting

• Net Investment – to be circulated by Tax Network per Market by CAA Pool Team leader at the opening of the new period every month
• Debt Aging, Provisions & Cash Collections – to be circulated by Tax Network per Market by CAA Pool Team leader at the opening of the new period every month
• Staff Utilization – Upon request or through Cluster Finance Leads
• Net Revenue/ Cost & EM – Upon request or through Cluster Finance Leads
• Weekly ME Utilization Report for International Tax (UAE)
• Other Reports as requested

Other Tasks

• LPO Preparation, submission to LPO team, follow-up of payment status for Tax Network’s vendors and external subcontractors
• Supporting Internal and External Audit request
• Supporting NI confirmation (monthly & quarterly)
• Supporting requirements to update client’s portal of PwC documents for invoice uploading
• SLT Slides (KSA)
• SOCPA Sheets (KSA)
• PMO Meetings (KSA)

Role Requirements

• Bachelors of Business Administration, Accounting, or any related degree
• Extensive knowledge of relevant computer software (e.g. Microsoft Office), Excel, PowerPoint and Google
• Ability to multitask, with strong attention to details
• Strong quantitative skills, and affinity to work with data and has good analytical skills
• Excellent oral and written communication skills in both English and Arabic, as well as basic presentation skills
• Ability to interact efficiently with various stakeholder of the firm across multiple time zones

Education (if blank, degree and/or field of study not specified)
Degrees/Field of Study required:
Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)
Required Skills
Optional Skills

Desired Languages (If blank, desired languages not specified)

Travel Requirements
Up to 20%

Available for Work Visa Sponsorship?
No

Government Clearance Required?
Yes

Job Posting End Date
February 1, 2023

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