Administrative Support Client Operations

Job Title: Executive Assistant / Administrative Support (Client Operations)

Type: Full-time, remote

Salary: $1,200–$1,500/month

Location: Philippines/LATAM

About The Company

We provide trusted tax and financial services to individuals, families, entrepreneurs, and small businesses, helping them navigate taxes and financial planning with ease. Our team delivers personalized solutions—including tax preparation, advisory services, payroll setup, and 1099 filings—while providing exceptional client support, managing communications, and ensuring smooth workflows. With a focus on accuracy, responsiveness, and year-round assistance, we help clients stay on track, optimize outcomes, and achieve financial stability, all while fostering strong, lasting relationships.

About The Role

This role focuses on client operations and workflow management, primarily managing the TaxDome pipeline and client follow up. The Executive Assistant will act as a key point of contact, making outbound calls and messages to ensure clients stay on track, while also supporting backend workflows, document organization, and administrative tasks.

Responsibilities

• Manage and monitor client progress in tax and other services workflows in TaxDome
• Follow up with clients who have not submitted required documents or information
• Make outbound phone calls, messages, or video check-ins to re-engage stalled clients
• Assist clients with navigating TaxDome and understanding next steps
• Manage backend workflows and data collection
• Light calendar (Calendly) and email filtering support
• Support operations during peak tax season (Feb–May) - organizing data and tracking information flow; monitoring accounts receivable and billing.
• Updating, creating and managing pipelines in TaxDome
• Organizing and categorizing transactions and running reports in Quickbooks.
  
  

• Strong English communication skills (email and phone)
• Comfortable making outbound client calls
• Experience with TaxDome or similar CRM/client management tools
• Familiarity with QuickBooks, tax preparation and/or basic bookkeeping is a plus
• Highly organized and able to work independently
• Strong adherence to client confidentiality and security of all data.