[Hiring] Client Services Coordinator @The Back Room Offshoring Inc.

Role Description

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.

• 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.

Qualifications

• 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.

Requirements

• 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.

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):
• PHP 3,000 — Graduate trainees, junior, entry-level, admin
• PHP 5,000 — Intermediate roles
• PHP 8,000 — Senior & hard‑to‑fill roles