Client Compliance Specialist

21 hours ago

Ayala Alabang, National Capital Region, Philippines beBeeCompliance Full time ₱86,400 - ₱1,296,000
About the Role

The Client Compliance Coordinator ensures seamless integration of clients into TaxDome and related systems while maintaining full compliance with tax, bookkeeping, and licensing requirements. This position requires strong organizational skills, excellent communication, and ability to manage multiple administrative and compliance-related tasks. The ideal candidate will have experience with workflow management, client onboarding, and TaxDome features, along with the flexibility to handle increased responsibilities during peak periods.

Key Responsibilities
  • Manage the client onboarding process, collecting and documenting all necessary information.
  • Create and maintain automations within TaxDome to streamline workflows.
  • Add new clients to TaxDome, assign bookkeepers and tax preparers, and track task completion.
  • E nsure timely completion of deadlines and efficient tracking of compliance tasks.
  • Provide training to 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.
  • 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 to gather documents and clarify questions.
  • Monitor state license renewals (pharmacy, mechanic, etc.) in coordination with the Administrative/Workflow Manager.
  • Maintain and update client contact records in TaxDome.
Qualifications
  • Proven experience in workflow management, client onboarding, or administrative operations.
  • Familiarity with TaxDome and QuickBooks is preferred (or ability to learn quickly).
  • Knowledge of corporate and LLC filing requirements (annual statements, EIN, POA, etc.) is an advantage.
  • Strong organizational and time management skills with 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.

Requirements

A background in accounting, finance, or a related field is required for this position. Experience with TaxDome and QuickBooks is highly desirable. Additionally, proficiency in workflow management and client onboarding is essential. Strong analytical and problem-solving skills are also necessary to ensure accurate and timely completion of tasks.

Benefits

This role offers a competitive compensation package and opportunities for professional growth and development. As a member of our team, you will be working in a dynamic and collaborative environment that values innovation, teamwork, and customer satisfaction.

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