Tax Administration & Workflow Coordinator

Philippines
US$1,100 per month
Permanent
Full-time

10 days ago

** IMPORTANT ** WATCH THIS QUICK LOOM VIDEO ON HOW TO GET HIRED:C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT." PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH"JOB INFOJob TitleTax Administration & Workflow CoordinatorJobIDMIKROEIndustryAccounting FirmLocationPHStatusFull TimeWork ScheduleMonday-Friday, 9:00AM-05:00PM PDT (some Saturdays during tax season)Pay rate$1100/monthTarget StartASAPJOB DETAILSAbout the Client: A U.S.-based tax and accounting services firm dedicated to providing efficient, reliable, and compliant financial solutions. To support growth and streamline operations, the firm is seeking a proactive and detail-oriented Assistant & Workflow Manager to oversee client onboarding, manage workflows, and drive process automation.About the Role: Tax Administration & Workflow Coordinator will play a key role in ensuring clients are seamlessly integrated into TaxDome and related systems. This role requires strong organizational skills, excellent communication, and the ability to manage multiple administrative and compliance-related tasks. The ideal candidate will have experience with TaxDome and QuickBooks (preferred but trainable), workflow management, and client onboarding, with the flexibility to handle increased responsibilities during tax season.Key Responsibilities

Oversee the client onboarding process, ensuring all necessary information is collected and properly documented.
Build, maintain, and improve automations within TaxDome to streamline workflows.
Add new clients into TaxDome, assign tasks, and monitor completion.
Ensure deadlines are met and tasks are tracked efficiently.
Train staff on TaxDome features, updates, and best practices.
File annual statements for corporations and LLCs.
Prepare and file new LLCs, EINs, and 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.Qualifications

Proven experience in workflow management, client onboarding, or administrative operations.
Familiarity with TaxDome and QuickBooks 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 the ability to juggle 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.#LI-NC1

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