Senior Administrative Specialist

7 days ago

Dasmariñas, Calabarzon, Philippines beBeeCompliance Full time $110,400 - $149,340
About the Role

This is a senior administrative position that requires strong organizational skills, excellent communication, and the ability to manage multiple tasks. The ideal candidate will have experience with workflow management, client onboarding, and automation tools.


Key Responsibilities:
  • Manage the client onboarding process, ensuring all information is collected and properly documented.
  • Develop and implement automations within TaxDome to streamline workflows.
  • Add new clients into TaxDome, assign bookkeepers and tax preparers, and monitor task completion.
  • Ensure all deadlines are met and compliance tasks are tracked efficiently.
  • Provide training and support to staff on TaxDome features, updates, and best practices.
  • Prepare and file necessary documents (POAs).
  • 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 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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