Senior Administrative Specialist for Compliance

24 hours ago

Cabuyao, Calabarzon, Philippines beBeeCompliance Full time ₱96,000 - ₱128,000
Job Overview

The Client Compliance Coordinator position is a full-time role that requires exceptional organizational skills, excellent communication abilities, and the capacity to manage multiple administrative and compliance-related tasks.

About the Position
  • Manage client onboarding process, ensuring all necessary 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.
  • Ensure deadlines are met and compliance tasks are tracked efficiently.
  • Provide training to staff on TaxDome features, updates, and best practices.
  • Prepare and file POAs (Power of Attorney).
  • Notify payroll and bookkeeping teams of new clients and updates.
  • Collaborate with the CPA to determine QuickBooks setup and communicate with relevant departments.
  • 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.
  • 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.

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