Client Compliance Specialist

7 days ago

Mandaue City, Central Visayas, Philippines beBeeCompliance Full time $13,200 - $13,500
Job Summary

This role is crucial in ensuring seamless client onboarding and compliance with tax, bookkeeping, and licensing requirements.

Key Responsibilities:
  • Manage the client onboarding process, ensure all information is collected and properly documented.
  • Develop and maintain 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.
  • Train 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 CPA to determine QuickBooks setup and communicate with relevant departments.
  • Provide excellent customer service 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.

This is a full-time position requiring a Monday-Friday work schedule with some Saturdays during tax season. Strong organizational and time management skills, excellent written and verbal communication skills, and comfort training and supporting staff on software tools and workflows are essential for success in this role.

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