Administrative Compliance Specialist

1 day ago


Taguig, National Capital Region, Philippines beBeeCompliance Full time ₱6,000 - ₱12,000
Job Overview

The Client Compliance Coordinator is a crucial role within our organization, responsible for ensuring seamless client onboarding and compliance with tax, bookkeeping, and licensing requirements.


This position requires strong organizational skills, excellent communication, and the ability to manage multiple administrative and compliance-related tasks. The ideal candidate will have experience with workflow management, client onboarding, and familiarity with TaxDome and QuickBooks (preferred but trainable).


Key Responsibilities:
  • Client Onboarding Management
  • Manage the client onboarding process, ensuring all information is collected and properly documented.
  • Automation Development
  • Build, maintain, and improve automations within TaxDome to streamline workflows.
  • Clinet Setup and Maintenance
  • Add new clients into TaxDome, assign bookkeepers and tax preparers, and monitor task completion.
  • Compliance Monitoring
  • Ensure all deadlines are met and compliance tasks are tracked efficiently.
  • Staff Training and Support
  • Train staff on TaxDome features, updates, and best practices.
  • Document Preparation and Filing
  • Prepare and file POAs (Power of Attorney).
  • Communication and Collaboration
  • Notify payroll and bookkeeping teams of new clients and updates.
  • Collaborate with the CPA to determine QuickBooks setup and communicate with relevant departments.
  • Client Relationship Management
  • Answer phones, schedule appointments, and respond to client inquiries via email, phone, or portal.
  • Conduct monthly check-in calls with clients to provide updates and maintain strong relationships.
  • Coordinated Efforts
  • Coordinate between clients, bookkeepers, and tax preparers (gather documents, clarify questions).
  • Licensing and Renewals
  • Request and track state license renewals in coordination with the Administrative/Workflow Manager.
  • Data Management
  • Maintain and update client contact records in TaxDome.
  • Compliance Tracking
  • Monitor state deadlines, bookkeeping, tax returns, license renewals, and LLC renewals to ensure client compliance.


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