This is a fully remote position, open to applicants in Philippines, +3 more countries.

📋 Description

• Oversee the scheduling of the firm's owner’s calendar, including appointment management, meeting reminders, and deadlines during tax season.

• Manage incoming email communications by prioritizing urgent matters and drafting standard client correspondence.

• Arrange client consultations, tax review meetings, onboarding processes, and offboarding tasks.

• Gather, organize, and monitor client financial documents, actively following up on any missing items or signatures.

• Upload, maintain, and organize digital client records within practice management and cloud document storage systems.

• Draft engagement letters, administrative reports, spreadsheets, and regular client notifications.

• Monitor statutory and internal deadlines for tax filings, bookkeeping cycles, payroll, and advisory services.

• Support billing processes, including invoicing distribution, accounts receivable management, and payment reminders.

• Facilitate operational communication among firm leadership, accounting personnel, clients, and external financial advisors or CPAs.

• Aid in documenting and revising the firm’s standard operating procedures (SOPs).

⛳️ Requirements

• Demonstrated administrative experience in an accounting firm, CPA practice, or tax advisory setting.

• Practical proficiency with accounting practice management software, particularly TaxDome, Canopy, or Karbon.

• Exceptional organizational skills, a keen eye for detail, and the capacity to manage multiple client deadlines simultaneously.

• Experience in tracking tax, bookkeeping, and payroll deliverables during peak tax periods.

• Strong verbal, written, and video communication skills in English.

• Commitment to data privacy, confidentiality, and secure management of sensitive financial information.

• A dedicated and distraction-free home office equipped with reliable high-speed internet access.

🏝️ Benefits

• Work From Home

• Performance Bonus