Senior Client Compliance Specialist

1 week ago

Hagonoy, Central Luzon, Philippines beBeeCompliance Full time ₱57,600 - ₱76,800
Job Title

Client Compliance Coordinator

Description

We are seeking a skilled Client Compliance Coordinator to join our team. The ideal candidate will have excellent organizational skills, strong communication abilities, and experience in managing multiple administrative tasks.

Key Responsibilities
  • Manage the client onboarding process, ensuring all necessary information is collected and documented.
  • Develop and maintain automations within our system to streamline workflows.
  • Add new clients to our system, assign bookkeepers and tax preparers, and monitor task completion.
  • E nsure all deadlines are met and compliance tasks are tracked efficiently.
  • Provide training to staff on system features, updates, and best practices.
  • Prepare and file Power of Attorney documents.
  • Notify relevant 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 regular check-in calls with clients to provide updates and maintain relationships.
  • Coordinate between clients, bookkeepers, and tax preparers (gather documents, clarify questions).
  • Maintain and update client contact records in our system.
  • Monitor state deadlines, bookkeeping, tax returns, license renewals, and LLC renewals to ensure client compliance.
Requirements
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple tasks and prioritize effectively.
  • Experience with automation tools and workflow management.
  • Knowledge of tax laws and regulations.
  • Ability to work independently and as part of a team.

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