Client Services Coordinator (Tax/Accounting/CPA Firm)
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- Central Luzon
- Permanent
- Full-time
Reports to: Administrator / Managing Partner
Location: Remote - Philippines
Type: Full-time
Work Hours: Let's DiscussWork From Home, but due to compliance requirements and local regulations:
👉 Only Philippine citizens currently residing in the Philippines are eligible.
We appreciate your understanding and look forward to receiving applications from qualified PH-based professionals.Why this role matters
You'll keep the firm's tax workflow running smoothly-preparing client organizers, tracking e-file consents, ensuring accurate digital filing, and communicating clearly with clients. Your organization, confidentiality, and follow-through directly impact on-time, error-free tax filings and client satisfaction.What you'll do
- Prepare and send client tax organizers; track returns of completed organizers and documentation.
- Receive, verify, and maintain strict confidentiality of client tax information.
- Assemble and scan organizers/tax documentation into tax software for return preparation.
- Send finalized business and individual returns with detailed filing/payment instructions.
- Request, collect, and track signed e-file consents; follow up on missing items.
- E-file returns and monitor acknowledgments; escalate rejections with next steps.
- Maintain digital filing systems: scanning, naming conventions, version control, and database updates.
- Provide administrative support for project-based work and peak-season initiatives.
- Contribute to process improvements that enhance accuracy and turnaround time.
- Proficiency with Microsoft Office (Word, Excel, Outlook).
- Experience with QuickBooks or accounting software helpful (not required).
- Proven ability to work independently on recurring tasks with high accuracy.
- Meticulous organization, attention to detail, and deadline reliability (especially during peak tax season).
- Clear, professional written and verbal communication with clients and internal teams.
- Discretion with sensitive and personally identifiable information.
- Prior experience in a tax, CPA, or law firm preferred, not required.
- Familiarity with tax workflow tools (e.g., e-file portals, DMS, practice management systems).
- Basic knowledge of e-file statuses and common rejection codes (you'll learn on the job if not).
- Experience standardizing document naming and intake checklists.
- 100% compliance with document naming and filing standards.
- Positive feedback from tax preparers and clients regarding communication and follow-through.
Fully remote, PH-based.Core Perks and Benefits:✨ HMO on your first day + Free coverage for 2 dependents after 2 years✨ Government-mandated benefits✨ 20 Annual Leave Credits✨ 13th-month pay✨ Birthday Leave✨ Bereavement LeaveOnsite/Hybrid Employees - Additional Perks (where applicable)
✨ Travel subsidy allowance
✨ Free staff house accommodation (within eligible distance)
✨ Free shuttle service
✨ Free lunch
✨ Free uniform
✨ Perfect attendance bonus
✨ Additional perks across all levels🎉 Employee Engagement & Company Perks
- Onboarding training
- Monthly employee engagement
- Birthday gift
- Weekly treats
- Christmas hamper
- Anniversary gift
- Opportunity to travel
- PHP 3,000 - Graduate trainees, junior, entry-level, admin
- PHP 5,000 - Intermediate roles
- PHP 8,000 - Senior & hard-to-fill roles
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