Client Operations Manager

18 hours ago

Pasay, National Capital Region, Philippines beBeeCompliance Full time ₱40,000 - ₱54,400
Job Overview

As a Client Compliance Specialist, you play a vital role in ensuring seamless client integration into our system while maintaining strict compliance with tax, bookkeeping, and licensing regulations.

Key Responsibilities
  • Oversee the client onboarding process, guaranteeing all necessary information is collected and accurately documented.
  • Develop, maintain, and enhance automations within our system to optimize workflows.
  • Add new clients to the system, assign account managers and tax preparers, and monitor task completion.
  • Ensure timely deadline fulfillment and efficient tracking of compliance tasks.
  • Train staff on system features, updates, and best practices.
  • Prepare and file Power of Attorney documents.
  • 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, account managers, and tax preparers (gather documents, clarify questions).
  • Maintain and update client contact records in our system.
  • Monitor state deadlines, bookkeeping, tax returns, license renewals, and LLC renewals to ensure client compliance.
Qualifications
  • Proven experience in workflow management, client onboarding, or administrative operations.
  • Familiarity with our system and QuickBooks preferred (or ability to learn quickly).
  • 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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