Client Compliance Specialist

24 hours ago


Makati City, National Capital Region, Philippines beBeeCompliance Full time ₱12,500 - ₱17,500

Job Title: Client Compliance Specialist


Role Overview

The Client Compliance Specialist is responsible for ensuring seamless integration of clients into relevant systems while maintaining full compliance with tax, bookkeeping, and licensing requirements.


Key Responsibilities:
  • Manage the client onboarding process to ensure all information is collected and properly documented.
  • Develop, maintain, and enhance automations within TaxDome to streamline workflows.
  • Add new clients into TaxDome, assign bookkeepers and tax preparers, and monitor task completion.
  • Evaluate deadlines and track compliance tasks efficiently.
  • Provide training to staff on TaxDome features, updates, and best practices.
  • Prepare and file Power of Attorney (POA) documents.
  • Notify payroll and bookkeeping teams of new clients and updates.
  • Collaborate with the Certified Public Accountant (CPA) to determine QuickBooks setup and communicate with relevant departments.
  • Respond to client inquiries via phone, email, 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.



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