TaxDome Specialist – CPA Firm Operations

Job not on LinkedIn

🔥 0 minutes ago

🇵🇭 Philippines – Remote

💵 ₱66k - ₱81k / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

👻 Ghost score 1%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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📋 Description

• Manage and maintain the TaxDome secure client portal • Handle client requests, communications, and workflows accurately and promptly • Coordinate client onboarding and ongoing support through TaxDome • Maintain organized client information and consistent follow-up • Monitor and manage client pipelines and track workflow progress • Maintain client records, lead information, and CRM updates • Document internal processes and create standard operating procedures (SOPs) • Coordinate appointment scheduling and client follow-ups • Collaborate with internal team members and clients • Manage multiple client requests and operational priorities while maintaining accuracy and responsiveness

🎯 Requirements

• 2–5 years of relevant specialist-level experience • Prior experience in the accounting or tax services industry • Hands-on experience with TaxDome, including secure client portal management, client workflows, and pipeline management • Proficiency with Microsoft Office / Microsoft 365 • Experience with client onboarding, CRM updates, lead management, and appointment coordination • Ability to document processes, create SOPs, and maintain organized operational workflows • Strong attention to detail, accuracy, and accountability • Native or near-native English proficiency • Professional client communication and consistent responsiveness • Ability to manage multiple priorities independently • Reliable home office setup and stable internet connection • Consistent availability during 9:00 AM–5:00 PM Eastern Time, with occasional evening or weekend availability as needed • Willingness to complete a background check • Resume submission and a short 1-minute introduction video

🏖️ Benefits

• Full-time remote position • Some scheduling flexibility • Reliable home office setup and stable internet connection supported as role prerequisites

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