Client Relationship Specialist

9 hours ago

Cainta, Calabarzon, Philippines beBeeCompliance Full time ₱110,400 - ₱121,600
Job Title: Client Compliance Coordinator

This role requires a proactive and detail-oriented individual to oversee client onboarding, manage workflows, and drive process automation. 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.

Key Responsibilities:
  • Manage the client onboarding process, ensuring all information is collected and properly documented.
  • Develop and maintain 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 Power of Attorney documents.
  • Notify payroll and bookkeeping teams of new clients and updates.
  • Collaborate with the CPA to determine QuickBooks setup and communicate with relevant departments.
  • 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 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.

This role requires a highly organized and analytical individual who can effectively manage multiple tasks and priorities. The ideal candidate will have excellent communication skills, both written and verbal, and be able to build strong relationships with clients and colleagues.

Requirements:
  • Excellent organizational and time management skills.
  • Strong analytical and problem-solving skills.
  • Effective communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Proficiency in TaxDome and related systems.
  • Knowledge of tax, bookkeeping, and licensing requirements.
Benefits:

This role offers a competitive salary and benefits package, including health insurance, retirement plan, and paid time off. Additionally, this role provides opportunities for professional growth and development, as well as a dynamic and supportive work environment.

What We Offer:

We offer a comprehensive training program to help you develop the skills and knowledge needed to excel in this role. Our team is committed to providing ongoing support and guidance to ensure your success.

Join our team and take advantage of this exciting opportunity to grow your career and make a meaningful impact in the lives of our clients.

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