Client Services Coordinator (Tax/Accounting/CPA Firm)

Client Services Coordinator (Tax/Accounting/CPA Firm)

at The Back Room Offshoring Inc.

RemoteAngeles, Central Luzon, PhilippinesFull-time

• Posted about 1 month ago
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• 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.

Requirements

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.

Benefits

🏡 Work Flexibility & Additional Benefits

Work From Home Setup (PH Only)

Fully remote, PH‑based.

Core Perks and Benefits

✨ HMO on your first day + Free coverage for 2 dependents after 2 years
✨ Government-mandated benefits
✨ 20 Annual Leave Credits
✨ 13th-month pay
✨ Birthday Leave
✨ Bereavement Leave
Onsite/Hybrid Employees — Additional Perks (where applicable)
✨ Travel subsidy allowance
✨ Free staff house accommodation (within eligible distance)
✨ Free shuttle service
✨ Free lunch
✨ Free uniform
✨ Perfect attendance bonus
✨ Additional perks across all levels
🎉 Employee Engagement & Company Perks
Onboarding training
Monthly employee engagement
Birthday gift
Weekly treats
Christmas hamper
Anniversary gift
Opportunity to travel
🎁 Referral Bonus Program (GCash)
Know someone who'd be perfect for this role? Refer them to us through the link below and get rewarded via Gcash for every successful hire:

External Referral Form

PHP 3,000 — Graduate trainees, junior, entry-level, admin

PHP 5,000 — Intermediate roles

PHP 8,000 — Senior & hard‑to‑fill roles

Refer top talent and be rewarded!

Check us out

• 🌐 Explore The Back Room's Website
• 👥 Connect with The Back Room on LinkedIn
• 📘 Join The Back Room Community on Facebook
• 🌟 Hear from The Back Room Team on Glassdoor
• Visit the company's website for more information
• Visit website