Client System Integration Specialist

1 week ago

Biñan, Calabarzon, Philippines beBeeCompliance Full time ₱99,000 - ₱142,000

Job Overview

The Client Compliance Coordinator is a pivotal role in ensuring seamless client integration into various systems while maintaining full compliance with tax, bookkeeping, and licensing requirements. This position demands strong organizational skills, excellent communication, and the ability to manage multiple administrative and compliance-related tasks.

Key Responsibilities:

  • Manage the client onboarding process, ensuring all information is collected and properly documented.
  • Develop and improve automations within relevant systems to streamline workflows.
  • Add new clients, assign bookkeepers and tax preparers, and monitor task completion.
  • E nsure all deadlines are met and compliance tasks are tracked efficiently.
  • Train staff on system features, updates, and best practices.
  • Prepare and file Power of Attorney documents.
  • Notify payroll and bookkeeping teams of new clients and updates.
  • Collaborate with CPAs to determine setup configurations and communicate with relevant departments.
  • Answer phones, schedule appointments, and respond to client inquiries via email or portal.
  • Conduct regular check-in calls with clients to provide updates and maintain strong relationships.
  • Coordinate between clients, bookkeepers, and tax preparers (gather documents, clarify questions).
  • Maintain and update client contact records in relevant systems.
  • Monitor state deadlines, bookkeeping, tax returns, license renewals, and LLC renewals to ensure client compliance.

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