TaxDome Specialist – CPA Firm Operations

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee and uphold the secure client portal for TaxDome.

• Address client inquiries, communications, and workflows with precision and timeliness.

• Facilitate client onboarding and provide ongoing support via TaxDome.

• Keep client information organized and ensure consistent follow-up.

• Track and manage client pipelines while monitoring workflow progress.

• Maintain accurate client records, lead information, and updates in the CRM.

• Document internal procedures and establish standard operating procedures (SOPs).

• Manage appointment scheduling and client follow-ups efficiently.

• Collaborate effectively with both internal team members and clients.

• Juggle multiple client requests and operational priorities while ensuring accuracy and responsiveness.

⛳️ Requirements

• 2–5 years of pertinent specialist-level experience.

• Previous experience in the accounting or tax services field.

• Practical experience with TaxDome, including management of the secure client portal, client workflows, and pipeline oversight.

• Proficient in Microsoft Office / Microsoft 365.

• Background in client onboarding, CRM updates, lead management, and appointment scheduling.

• Capability to document processes, develop SOPs, and sustain organized operational workflows.

• Exceptional attention to detail, accuracy, and accountability.

• Native or near-native proficiency in English.

• Professional communication with clients and consistent responsiveness.

• Ability to independently manage multiple priorities.

• Reliable home office setup along with a stable internet connection.

• Availability during 9:00 AM–5:00 PM Eastern Time, with occasional evening or weekend hours as required.

• Willingness to undergo a background check.

• Submission of a resume along with a brief 1-minute introduction video.

🏝️ Benefits

• Full-time remote position.

• Some flexibility in scheduling.

• Support for a reliable home office setup and stable internet connection as essential role requirements.