TaxDome Specialist – CPA Firm Operations (Remote)

We are looking for a full time TaxDome Specialist. This role focuses on managing the firm's TaxDome secure client portal, improving internal workflows, and ensuring timely, professional client communication. You will collaborate daily with internal team members and clients to maintain organized processes and support efficient tax service operations. This is an opportunity to take ownership of a critical operational function within an established professional services environment.

• →Manage and maintain the TaxDome secure client portal, ensuring client requests, communications, and workflows are handled accurately and promptly.
• →Coordinate client onboarding and ongoing support through TaxDome, maintaining organized client information and consistent follow-up.
• →Monitor and manage client pipelines, tracking progress and ensuring timely updates throughout the workflow.
• →Maintain client records, lead information, and CRM updates to support accurate and efficient operations.
• →Document internal processes and create standard operating procedures (SOPs) to improve workflow consistency and efficiency.
• →Coordinate appointment scheduling and client follow-ups while collaborating with internal team members.
• →Manage multiple client requests and operational priorities simultaneously, maintaining high standards of accuracy and responsiveness

Schedule: Full-time, remote position with working hours of 9:00 AM – 5:00 PM Eastern Time. Some scheduling flexibility is available, with occasional evening or weekend availability as needed.

Core Technical Skills Required

• 2–5 years of relevant specialist-level experience, including 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 for administrative and operational tasks.
• Experience with client onboarding, CRM updates, lead management, and appointment coordination.
• Ability to document processes, create SOPs, and maintain organized operational workflows.

Professional Skills Required

• Strong attention to detail, accuracy, and accountability, with the ability to manage multiple priorities independently.
• Native or near-native English proficiency, professional client communication, and consistent responsiveness to internal teams and clients.

• A detail-oriented professional who takes ownership of client portal management and consistently delivers accurate work.
• A proactive and responsive communicator who is comfortable interacting directly with clients and collaborating with internal teams.
• A process-oriented specialist who can manage competing priorities, improve workflows, and work independently without constant supervision.

Candidates applying for this role should have a reliable home office setup, stable internet connection, and the ability to maintain consistent availability during the required working hours.

Successful candidates communicate proactively, meet deadlines, and take ownership of responsibilities while working remotely.

Candidates must also be willing to complete a background check as part of the selection process.

Our client is an established CPA firm based in North Carolina with over 20 years of experience providing individual and business tax services. The firm supports clients with their tax-related needs and values accurate work, responsive communication, and efficient client service processes.

If you meet the requirements outlined above and are interested in this opportunity, please complete our quick application form by uploading your resume and submitting a short 1-minute introduction video.

In your video briefly share:

• Your professional background

• The types of work you specialize in

• Why this opportunity interests you

We will review applications and contact qualified candidates regarding next steps.