Client Integration Specialist

20 hours ago

Las Piñas, National Capital Region, Philippines beBeeCompliance Full time ₱1,080,000 - ₱1,360,000

Job Overview:

This role is accountable for ensuring seamless client integration into TaxDome and related systems while maintaining compliance with tax, bookkeeping, and licensing requirements.

  • Manage the client onboarding process, collect and document information.
  • Develop and maintain workflows within TaxDome to streamline processes.
  • Add new clients to TaxDome, assign bookkeepers and tax preparers, and monitor task completion.
  • E nsure deadlines are met and compliance tasks are tracked efficiently.
  • Provide training to 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 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).
  • Maintain and update client contact records in TaxDome.
  • Monitor state deadlines, bookkeeping, tax returns, license renewals, and LLC renewals to ensure client compliance.

The ideal candidate will have experience with workflow management, client onboarding, and administrative operations, as well as flexibility to handle increased responsibilities during tax season. Strong organizational skills, excellent communication, and ability to manage multiple administrative and compliance-related tasks are required.

Requirements:
  • 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.

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