Client Operations Specialist

2 weeks ago

Porac, Philippines beBeeCompliance Full time ₱1,080,000 - ₱1,440,000

**Job Overview**We are seeking a proactive and detail-oriented individual to oversee client onboarding, manage workflows, and drive process automation within our accounting services firm. The Client Compliance Coordinator plays a key role in streamlining client interactions and ensuring seamless workflow management.**Responsibilities*** Manage the client onboarding process, collecting all necessary information and documenting it properly.* Build and maintain automations within TaxDome to streamline workflows.* Add new clients to TaxDome, assign bookkeepers and tax preparers, and monitor task completion.* Ensure deadlines are met and compliance tasks are tracked efficiently.* Train 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 or portal.* Conduct monthly check-in calls with clients to provide updates and maintain strong relationships.* Coordinate between clients, bookkeepers, and tax preparers to gather documents and clarify questions.* Maintain and update client contact records in TaxDome.**Requirements*** Proven experience in workflow management, client onboarding, or administrative operations.* Familiarity with TaxDome and QuickBooks is preferred.* Knowledge of corporate and LLC filing requirements 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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