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Carlo Jimenez

@carlojimenez

Virtual Administrator at hammerjack Philippines supporting Accura Group’s accounting workflows, tax documentation, and client services.

Philippines

Message

At hammerjack Philippines, I provide administrative and compliance support to Accura Group, a team of Queensland-based accountants. I manage ATOmate and CAS360 processes, prepare tax and SMSF documentation, and maintain client records and files in XPM and FYI Docs.

Previously at ATLAS Outsourcing Pty Ltd, I led new-client integration and onboarding for Australian clients, and helped onboard and transition 12 team members. I also partnered with six Australian financial services companies and managed the onboarding and handover of three key client accounts.

Experience

Work history, roles, and key accomplishments

Current

Virtual Administrator/Client Services & Administrator

Current

Hammerjack Philippines

Jun 2025 - Present (1 year 4 months)

Provide day-to-day administrative and compliance support to Accura Group, a team of Queensland-based accountants, ensuring timely processing of tax, SMSF, activity statements, and ASIC-related workflows. Manage ATOmate and CAS360 processes, prepare documentation, create invoices, and maintain client records in XPM and FYI Docs.

ATO Self Managed Super Fund ASIC ATOmate CAS360 FYI Docs XPM Xero Invoicing Client Onboarding Compliance Administrative Support

Virtual Administrator/Administrative Assistant

Intogreat Solutions

Oct 2024 - Apr 2025 (6 months)

Provided administrative support to The Gild Group, an accounting firm, assisting the Admin Manager and Accounting Division with daily tasks. Managed e-signature processes, lodged financial documents to the ATO, handled correspondence, and maintained client databases across platforms such as Xero, XPM, ATOmate, NowInfinity, and ASIC.

Xero XPM ATOmate Now Infinity ASIC FYI Docs eSignatures ATO Administrative Support Client Database Management

Virtual Assistant, Onboarding Services Manager

ATLAS Outsourcing Pty Ltd

Feb 2019 - Jul 2024 (5 years 5 months)

Led the integration process for new Australian clients, including coordination, process development, training, support, relationship management, monitoring, feedback, and documentation. Pioneered the onboarding and transition of 12 team members, achieving a 92% success rate through innovative training and mentoring.

Client Onboarding Training Mentorship Relationship Management Process Development Documentation Team Leadership problem resolution