Tax Operations Coordinator- 60796837757

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Role: Tax Operations Coordinator

Priority Location: Philippines | LatAM | South Africa

Working Hours: Monday–Friday, 9:00 AM – 5:00 PM EST

Salary Range: $900 - 1500 per month (The final offer is at the client’s discretion and depends on the candidate’s interview result, skills, and experience.)

Type of contract: Independent Contractor 

Type of job: Remote

About the Role: Our client, operating in the tax and accounting space, is seeking a Spanish Bilingual Support to take ownership of client communication, documentation, and workflow management.

This role is critical as the owner splits focus between an established accounting firm and a new plumbing/HVAC franchise. The ideal candidate will act as a central liaison, ensuring client requests, documentation, and internal processes move efficiently and without delays.

The primary function of this role is to manage end-to-end client workflows, ensuring timely communication, accurate documentation, and seamless coordination between clients and internal team members.

Key Responsibilities:

• Proactively follow up with clients for missing documents and information via phone, email, and text
• Serve as the main point of contact for client communication and updates
• Coordinate with internal staff (bookkeepers, tax preparers) to gather required information
• Maintain accurate, real-time records in TaxDome
• Upload and organize client documents in ProConnect tax software
• Assist with light bookkeeping tasks as needed (QuickBooks)
• Document and maintain internal SOPs within TaxDome (tax prep, bookkeeping workflows, etc.)
• Handle administrative tasks such as:
  • Sending completed tax returns to clients
  • Rescheduling meetings
  • Managing client status updates
     

Qualifications:
 

• 2–5 years of experience in Bookkeeping, Accounting,or Tax Support role
• Experience with QuickBooks (Required) and ProConnect
• Strong client communication skills (written and verbal)
• Highly organized with a process-driven mindset
• Ability to manage multiple client workflows simultaneously
• Comfortable working independently in a remote environment

• Finance specialists who thrive in client-facing, process-driven roles
• Bookkeepers with strong organizational and communication skills
• Professionals exposed with TaxDome looking for ownership and autonomy
• Early-career candidates (2–5 years) who are eager to grow and take initiative