At InCorp, you're encouraged to lead with purpose and inspiration, question assumptions, and seize new opportunities to achieve quality outcomes in dynamic and innovative ways. We foster a culture built on openness, collaboration, and fairness. Above all, we invest in our people with programs that support their growth, both professionally and personally.
What You Will Do
Collections:
- Responsible for monthly collections of a specified amount. Handle client requests, send weekly reminders, and follow up on overdue accounts every 14 day until payment is received.
- Update and check the AR list weekly, coordinate with the credit control team to generate SOA, and chase payments.
Billings:
- Generate bills through the portal and track to ensure monthly targets are met.
- Compile managers billing data in a pivot table, match against their allocated portfolio, and inform them of unfulfilled amounts and revenue targets.
- Manage fee recovery for each engagement, adjust recovery rates, and bill upon completion of work.
- Address low fee recoveries by flagging to managers for potential fee increases.
- Discuss financial matters with the finance team as needed.
Reports:
- Prepare weekly reports to track revenue targets.
- Update new and lost clients weekly.
- Prepare monthly management reports summarizing total portfolio revenue for forecasting.
- Generate various reports as requested by management.
Budgets:
- Track all tax deliverables and revenue in terms of Compliance, GST, Personal tax, Advisory, Due Diligence, etc.
- Discuss and update the partner on quarterly budgets for all tax deliverables.
Opportunities Pipelines:
- Track and update all opportunities in the software system, including wins and lost pipelines.
Timesheets:
- Compile staff timesheets in a pivot table to monitor chargeability and utilization.
Client Tax Progress Control (TPC)/Tax Status Report:
- Monitor staff work progress on all client matters.
- Generate weekly status reports to ensure financial accounts are received and updated, commence work, and start the fee quote process to bill clients timely.
- Allocate managers portfolios in terms of budgets and assist in staff portfolio budget calculations.
- Update ceased client/waiver lists and maintain the clients database.
General Admin:
- Update tax library books listings as needed.
- Sort IRAS letters, scan, and disseminate to the engagement team.
- Assign tickets to the respective tax engagement team daily.
Requirements:
- Diploma in Business Studies, Business Management, Business Finance, Accountancy, or a relevant discipline.
- At least 4 years of relevant experience in a similar role, with strong budgeting, financial analysis, and project management skills.
- Proficient in data analysis and problem-solving, committed, resilient under pressure, and capable of working under tight deadlines.
- A good team player with strong interpersonal skills and attention to detail.
- Fluent in English and Chinese, both verbal and written.
What we offer:
We are committed to supporting the holistic well-being of our people as they grow alongside us. We cultivate a community where talent is nurtured and recognized, innovation thrives, and achievements are celebrated. Our health and wellness benefits offer physical, mental, and emotional support for both our team members and their families. Along with annual leave, performance bonuses, medical and insurance coverage, you can enjoy added benefits such as birthday leave and family care leave.
