Client Compliance Coordinator

4 weeks ago

Dasmariñas, Calabarzon, Philippines Inside Out Full time
Overview

IMPORTANT WATCH LOOM VIDEO ON HOW TO GET HIRED. ENGLISH LEVEL IS REQUIRED; THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT.

PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH.

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.

#J-18808-Ljbffr

  • Compliance Coordinator

    1 week ago

    Dasmariñas, Calabarzon, Philippines Mindbridge Resources Corporation Full time ₱180,000 - ₱192,000 per year

    QUALIFICATIONS:Must be a college graduateAnalytical thinker with strong problem-solving skillsAbility to work under pressure and meet deadlinesHaving a excellent communicationKnowledgeable in office softwareMust be amenable to work in Dasmariñas, CaviteLocation: 9041 Governor's Drive Paliparan 1, Brgy Saffron Dasmariñas Caviteif interested send your resume...

  • Global Compliance Accountant

    4 weeks ago

    Dasmariñas, Calabarzon, Philippines Avid Full time

    OverviewGlobal Compliance Accountant role at Avid. We are seeking a meticulous and proactive Global Compliance Accountant to support our international finance operations and ensure full compliance with local audit, statutory, and regulatory reporting requirements across multiple global entities. The ideal candidate is experienced in global accounting...

  • Regulatory and Compliance Manager

    2 weeks ago

    Dasmariñas, Calabarzon, Philippines Bricolage Group of Companies Full time ₱600,000 - ₱1,200,000 per year

    The Regulatory Affairs and Compliance Manager is responsible for leading and overseeing the companys regulatory and compliance activities. This role ensures that products meet all applicable legal, safety, quality, and environmental standards. The manager will foster a culture of compliance across the organization, support external and internal audits, and...

  • Testing Coordinator

    2 weeks ago

    Dasmariñas, Calabarzon, Philippines Sun and Earth Corp Full time ₱400,000 - ₱800,000 per year

    MUST BE A CIVIL ENGINEERING TECHNOLOGY GRADUATE OR RELATED COURSEATLEAST 1-3 YEARS EXPERIENCE IS ADVANTAGESITE INSPECTION AND CLIENTS COORDINATION, FOR CONCRETE TESTINGMONITORING OF CONCRETE DELIVERY COORDINATES SITE ENGINEER FOREMAN AND CONTRACTORS TO ENSURE PROPER HANDLING, PLACEMENT, AND CURING OF CONCRETEUPDATE QUALITY AND PRODUCTION REPORT, TESTING...

  • Event Coordinator

    4 days ago

    Dasmariñas, Calabarzon, Philippines Chunnel and Channel Realty Marketing and Development Corp. Full time ₱300,000 - ₱600,000 per year

    About the role We are seeking an experienced Event Coordinator to join our dynamic team at Chunnel and Channel Realty Marketing and Development Corp.'. As an Event Coordinator, you will be responsible for planning and executing a wide range of events, from corporate conferences to client networking functions. This is a full-time position based in Dasmarinas...

  • Logistics Coordinator

    4 days ago

    Dasmariñas, Calabarzon, Philippines Krah Pipes Manila Inc. Full time ₱300,000 - ₱450,000 per year

    Job Summary:The Logistics Coordinator is responsible for assisting in the day-to-day logistics and delivery operations of the company. This role ensures that all delivery documents are properly prepared, shipments are accurate and on time, and inventory movements are well-documented. The Logistics Staff works closely with transport providers, warehouse...

  • Junior Architect

    2 weeks ago

    Dasmariñas, Calabarzon, Philippines Akhi Builders Corporation Full time $104,000 - $130,878 per year

    We are looking for a motivated and detail-oriented Junior Architect to join our team. The ideal candidate will assist in developing design concepts, preparing architectural drawings, coordinating with clients and consultants in all stages of a project. This role is an excellent opportunity to grow professionally while contributing to exciting architectural...

  • Pharmacist (Active Pooling)

    2 weeks ago

    Dasmariñas, Calabarzon, Philippines Sydenham Laboratories, Inc. Full time ₱240,000 - ₱600,000 per year

    Product Development OfficerDuties and Responsibilities:Develop new products compliant to client and regulatory requirements at the shortest time, quality, and competitive price in the marketConduct trials on existing products with or without modifications as required by clients.Conduct physicochemical analyses and stability studies on the results of...

  • HR Supervisor

    2 weeks ago

    Dasmariñas, Calabarzon, Philippines Cobden & Carter International Full time ₱900,000 - ₱1,200,000 per year

    The HR Supervisor manages daily HR functions and office administration, ensuring legal compliance, efficient employee support, and implementation of HR policies. The role also oversees recruitment, employee relations, and administrative services to maintain smooth organizational operations. Job Responsibilities: Supervise HR staff and provide guidance on...

  • Project Engineer

    2 weeks ago

    Dasmariñas, Calabarzon, Philippines KRAH PIPES MANILA INC Full time ₱1,200,000 - ₱2,400,000 per year

    Job Summary:The Project Engineer is responsible for overseeing the engineering aspects of the project, ensuring that all technical requirements are met efficiently. They work closely with project managers to establish project timelines and budgets while coordinating with other project participants and providing technical guidance. Ensuring compliance with...