Client Services Coordinator (Tax/Accounting/CPA Firm)
The Back Room Offshoring Inc. • Philippines
Posted: March 27, 2026
Job Description
Title: Administrative Assistant — CPA Firm (Tax Operations Support)
Reports to: Administrator / Managing Partner
Location: Remote – Philippines
Type: Full-time
Work Hours: Let's Discuss
Work 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.
What you’ll bring
- 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.
Nice-to-haves
- 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.
Success in the first 90 days
- 100% compliance with document naming and filing standards.
- < 1% admin error rate on document routing and e-file consent tracking.
- All e-file acknowledgments reconciled within 24 hours; exceptions escalated promptly.
- Positive feedback from tax preparers and clients regarding communication and follow-through.
Work environment & hours
Professional services environment with peak periods (e.g., tax deadlines) requiring schedule flexibility.
Additional Content
Title: Administrative Assistant — CPA Firm (Tax Operations Support)
Reports to: Administrator / Managing Partner
Location: Remote – Philippines
Type: Full-time
Work Hours: Let's Discuss
Work 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.
What you’ll bring
- 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.
Nice-to-haves
- 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.
Success in the first 90 days
- 100% compliance with document naming and filing standards.
- < 1% admin error rate on document routing and e-file consent tracking.
- All e-file acknowledgments reconciled within 24 hours; exceptions escalated promptly.
- Positive feedback from tax preparers and clients regarding communication and follow-through.
Work environment & hours
Professional services environment with peak periods (e.g., tax deadlines) requiring schedule flexibility.