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CLEAR YOUR COMPLIANCE LOAD WITH AN OFFSHORE TAX ACCOUNTANT

Move return preparation, reconciliations and month-end close off your senior accountants. Our tax accountants in the Philippines get the file to review-ready, so your team spends its time on advice, review and lodgement. 

Scale Your Broking Capacity with an

Offshore Broking Assistant

Free your onshore brokers from routine administration, protect profit margins, and deliver faster client service with dedicated offshore professionals in the Philippines.
300+
Businesses Helped
1k+
Skilled Professionals
20 days
Avg time to hire
97%
Staff Retention
THE BUSINESS CHALLENGE

Solving broking capacity

bottlenecks

Insurance and mortgage brokers face constant pressure to grow portfolios while maintaining strict compliance and service standards. However, senior onshore brokers often spend up to 40% of their working hours on administrative back-office tasks rather than advising clients and closing new business.

Common bottlenecks include:

rising-costs

Margins under pressure?

High onshore labor costs making administrative hiring unsustainable

team-burnout

Core team stretched thin?

Onshore broker burnout caused by repetitive data entry and document processing

high-turnover

Delayed customer service?

Delayed renewal processing and quote generation due to capacity limits

hiring-bottlenecks

Hiring hurdles?

Difficulty finding and retaining qualified talent locally

THE BUSINESS CHALLENGE

SOLVING TAX COMPLIANCE Bottlenecks 

Accounting firms face constant pressure to clear compliance work on time while holding quality and margin. But senior accountants spend much of the season preparing returns, chasing client records and reconciling ledgers rather than reviewing, advising and building the relationship.

Common bottlenecks include:

rising-costs

Margins under pressure?

High onshore labor costs making compliance work barely profitable

team-burnout

Core team stretched thin?

Accountant burnout through peak season preparation and rework

high-turnover

Delayed customer service?

 Returns and month-end reporting landing late to clients 

hiring-bottlenecks

Hiring hurdles?

Difficulty finding and retaining qualified tax staff locally

THE HAMMERJACK SOLUTION

SUPPORT BUILT AROUND

YOUR BROKERS

Your paragraph text

We help you build a dedicated offshore support model. By pairing your onshore brokers with a specialized offshore Broking Assistant in the Philippines, you remove administrative friction, lower operating overhead, and create real operational leverage.

What could your business achieve with the right team behind it?

THE HAMMERJACK SOLUTION

Support built around your ACCOUNTANTS

We help you build a dedicated offshore support model. By pairing your onshore accountants with a specialised offshore Tax Accountant in the Philippines, you remove compliance friction, lower operating overhead, and create real operational leverage.

What could your business achieve with the right team behind it?

Tax Accountant

role overview &

key responsibilities

A dedicated offshore Broking Assistant handles the end-to-end administration of the policy lifecycle, client communications support, and system updates, allowing your local team to focus on high-value client advisory. 

Policy Administration & Processing
  • Preparing insurance quotes, policy schedules, and renewal documentation
  • Entering and updating client records in broking management systems
  • Processing policy variations, endorsements, and cancellations
  • Issuing certificates of currency and tax invoices

Underwriter & Insurer Coordination
  • Following up with underwriters on pending quote requests and terms
  • Gathering required underwriting information and risk submission files
  • Comparing insurer quotes against client requirements using standard templates

Claims Support & Tracking
  • Logging initial claim notifications and organizing supporting documentation
  • Following up with claims assessors and insurers on claim statuses
  • Updating clients on claim progress under the direction of the lead broker

Client Onboarding & Communication
  • Assisting with client onboarding documentation and compliance checks
  • Sending automated renewal reminders and follow-up notices
  • Managing email inquiries and organizing client files in your CRM

Role Overview &

Key Responsibilities

A dedicated offshore Tax Accountant takes the file from raw client records to review-ready. They gather the documentation, reconcile the ledgers, prepare the return and support the close, with review, advice and lodgement staying with your registered agent onshore.

Tax Return Preparation
  • Preparing preliminary income tax returns for individuals, companies and trusts
  • Calculating depreciation, capital gains and standard deduction schedules
  • Preparing BAS and IAS workpapers for review
  • Documenting positions taken and queries raised for the reviewer

Client Records & Documentation
  • Gathering and organising client financial documentation each period
  • Following up outstanding records, statements and substantiation
  • Building and maintaining working paper files to your firm's standard
  • Keeping records filed and audit-ready in your document system

General Ledger & Reconciliations
  • Reconciling general ledger accounts and clearing unmatched items
  • Reconciling bank, loan, GST and payroll clearing accounts
  • Preparing and posting journals for accruals, prepayments and adjustments
  • Identifying coding errors and inconsistencies for correction

Month-End Close & Compliance Support
  • Assisting with the monthly close and preparing draft management accounts
  • Preparing compliance workpapers and supporting schedules for review
  • Tracking lodgement deadlines and flagging files at risk of running late
  • Maintaining checklists so each file meets your firm's review standard

Skills and Qualifications

When you partner with hammerjack, we source candidates tailored to your specific software stack and broking workflows.

  • Education: Bachelor’s degree in Business, Finance, Commerce, or a related discipline
  • Industry Context: Direct experience supporting broking or financial services workflows
  • System Knowledge: Familiarity with broking platforms (such as Ebix Evolution, Steadfast SVU, WinBEAT, Salesforce, or Xero)
  • Communication: High proficiency in written and spoken English for professional correspondence
  • Core Competencies: Exceptional attention to detail, strong data accuracy, and adherence to compliance protocols

Skills and Qualifications

When you partner with hammerjack, we source candidates tailored to your specific reporting cycle, software stack and finance workflows.

  • Education: Bachelor's degree in Finance, Accounting, Economics, Commerce, or a related discipline
  • Industry Context: Direct experience in financial analysis, FP&A or management reporting
  • Technical Knowledge: Advanced Excel modelling, comfortable building forecasts, variance analysis and consolidated reporting from raw data
  • System Knowledge: Familiarity with finance and reporting platforms (such as Excel, Power BI, Tableau, NetSuite, Xero, or Workday Adaptive Planning)
  • Communication: High proficiency in written and spoken English, able to explain a number and the reason behind it
  • Core Competencies: Analytical judgement, exceptional attention to detail, and discipline around reporting deadlines
HOW IT WORKS

Offshore that works. Real leverage.

icon_start_with_you
Understanding what you are solving for

We start with where your team is stretched, then build a plan around your budget, timeline, and the roles that would give you the most room.

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Finding the right talent

Our in-house recruiters source degree-qualified, experienced professionals, screened and tested for skill and long-term cultural fit with your brokers.

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Full support for you and your staff

A dedicated Customer Success Manager and People & Culture partner look after the relationship on both sides, so your team stays engaged and aligned.

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Get real offshore value

We handle the employment, HR, IT, and compliance infrastructure. You keep control of the work, and get back capacity to grow.

FAQ

Will offshore admin staff follow our processes?
Yes. Staff are trained on your systems and workflows.
Can roles align to our operating hours?
Yes. Working hours can be structured to suit your needs.
Is offshore admin suitable for long-term roles?
 Yes. Teams are built for stability and continuity.

Don't just take our word for it

Real results, real partners. Discover how businesses like yours solved challenges and grew with us.

Tell us the roles you need filled

We'll handle the rest.