Senior Associate

 

 

Document Code: CF-HR-0015-2023_rev.04

Effective Date: May 13, 2026

 

 

 

JOB DESCRIPTION

JOB TITLE Accountant (US/UK)

Job Rank (follow D&V rank)

Senior Associate

Service Line Client Service

Department Operations - Team Marly

Reporting To Senior Associate

Work Schedule (shift) Mid-shift

Work Schedule (days) Mondays to Fridays

Work Schedule (time) 3:00 PM to 12:00 AM

Specifics of Work Schedule (others)

N/A

Holiday to be followed Philippine Holiday

Specifics of Holiday to be followed or indicated N/A if not applicable

N/A

Work Setup Hybrid

Specifics of Work Setup Required onsite during monthly and quarterly team meetings and when required by the manager/client

Office Assignment MAKATI CITY

Employment Type Regular (6 months probation period)

Employment Type (duration of project based in months) or indicate N/A if not applicable

N/A

Overtime Pay Eligibility Yes

Specifics of Overtime N/A

FOR CLIENT SERVICE DIVISION ONLY

Client Information/ Brief Background

With Consent

Client Name Standard Ledger

Client Industry Accounting Firm

Client Location United Kingdom

 

 

 

 

 

Document Code: CF-HR-0015-2023_rev.04

Effective Date: May 13, 2026

 

 

 

JOB OVERVIEW

Accountant (US/UK)

The Accountant is responsible for performing a range of operational tasks and managing junior staff

(if any) in relation to bookkeeping, accounting, reporting and compliance tasks for Standard Ledger

UK (SL UK) clients.

 

SL UK is a UK-based accounting firm dedicated to supporting start-up businesses, helping founders and business owners succeed by effectively managing their financials.

 

JOB RESPONSIBILITIES

 Communicate directly with clients and sub-clients via email and phone

 Lead weekly calls and follow up on tasks/requests

 Handle US and/or UK bookkeeping, payroll (including pension registration), and end-to-end accounting and reporting for clients using Xero

 Onboard new clients, including regular check-ins

 Review bookkeeping processed by junior staff and provide support as needed and applicable

 Perform clean up and accounts reconciliation of books

 Prepare and review UK VAT returns for each client before sending the returns for final review and lodgment

 Handle UK VAT and Payroll/PAYE setup and registrations, and oversee the entire company secretarial process

 Perform necessary adjustments for tax return preparation

 Standard notice period: 60 days. For resignations overlapping the December shutdown period, the notice period extends to 90 days.

 

JOB QUALIFICATIONS

Non- Negotiable Qualifications:

 Education: Bachelor of Science in Accountancy or equivalent

 Years of Experience: Minimum of 3 years' finance and accounting experience

 Industry Exposure: N/A

 Technical Skills: Proficiency in Microsoft Excel and/or Google Sheets, including spreadsheet formulas

 Soft Skills: Attention to detail; strong analytical thinking and problem-solving skills; ability to manage multiple clients simultaneously; strong verbal and written communication skills; highly organized and efficient; ability to work independently with minimal supervision; ability to work effectively under pressure; flexibility and resourcefulness in handling client queries and concerns; willingness to extend beyond immediate responsibilities and take on new challenges; ability to meet strict compliance deadlines in a highly automated environment

 Accounting System/ Software experience or knowledge: N/A

 Certificates or Licenses: N/A

 Language Requirements: English

 Others: N/A

Preferred Qualifications:

 Education: N/A

 Years of Experience: N/A

 Industry Exposure: US and/or UK accounting/bookkeeping firm environment

 Technical Skills: N/A

 

 

 

Document Code: CF-HR-0015-2023_rev.04

Effective Date: May 13, 2026

 

 

 Soft Skills: N/A

 Accounting System/ Software experience or knowledge: Xero and QuickBooks

 Certificates or Licenses: CPA

 Language Requirements: N/A

 Others: N/A

 

 

 

 

Approved by:

 

___________________________

Marly Malis

Vice President

 

 

Acknowledged and received by:

 

___________________________

Signature Over Printed Name

Date Signed: