Client Compliance Coordinator

3 weeks ago

Mandaluyong, Philippines Inside Out Full time

Overview

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Job Details
  • Job Title: Client Compliance Coordinator
  • Job ID: MIKROE
  • Industry: Accounting Firm
  • Location: PH
  • Status: Full Time
  • Work Schedule: Monday-Friday, 9:00AM-05:00PM PDT (some Saturdays during tax season)
  • Pay rate: $1100/month
  • Target Start: ASAP
About the Client

A U.S.-based tax and accounting services firm dedicated to providing efficient, reliable, and compliant financial solutions. To support growth and streamline operations, the firm is seeking a proactive and detail-oriented Assistant & Workflow Manager to oversee client onboarding, manage workflows, and drive process automation.

About the Role

The Client Compliance Coordinator is responsible for ensuring clients are seamlessly integrated into TaxDome and related systems while staying fully compliant with tax, bookkeeping, and licensing requirements. This role requires strong organizational skills, excellent communication, and the ability to manage multiple administrative and compliance-related tasks. The ideal candidate will have experience with TaxDome and QuickBooks (preferred but trainable), workflow management, and client onboarding, with the flexibility to handle increased responsibilities during tax season.

Key Responsibilities
  • Manage the client onboarding process, ensuring all information is collected and properly documented.
  • Build, maintain, and improve automations within TaxDome to streamline workflows.
  • Add new clients into TaxDome, assign bookkeepers and tax preparers, and monitor task completion.
  • Ensure all deadlines are met and compliance tasks are tracked efficiently.
  • Train staff on TaxDome features, updates, and best practices.
  • Prepare and file POAs (Power of Attorney).
  • Notify payroll and bookkeeping teams of new clients and updates.
  • Collaborate with the CPA to determine QuickBooks setup and communicate with relevant departments.
  • Answer phones, schedule appointments, and respond to client inquiries via email, phone, or portal.
  • Conduct monthly check-in calls with clients to provide updates and maintain strong relationships.
  • Coordinate between clients, bookkeepers, and tax preparers (gather documents, clarify questions).
  • Request and track state license renewals (pharmacy, mechanic, etc.) in coordination with the Administrative/Workflow Manager.
  • Maintain and update client contact records in TaxDome.
  • Monitor state deadlines, bookkeeping, tax returns, license renewals, and LLC renewals to ensure client compliance.
Qualifications
  • Proven experience in workflow management, client onboarding, or administrative operations.
  • Familiarity with TaxDome and QuickBooks preferred (or ability to learn quickly).
  • Knowledge of corporate and LLC filing requirements (annual statements, EIN, POA, etc.) is an advantage.
  • Strong organizational and time management skills with the ability to manage multiple priorities.
  • Excellent written and verbal communication skills.
  • Comfortable training and supporting staff on software tools and workflows.
  • Tech-savvy, detail-oriented, and proactive in identifying process improvements.
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