Administrative Support – Client Operations
Agent
full-time
Posted on:
Location Type: Remote
Location: Mexico
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Salary
💰 $1,200 - $1,500 per month
About the role
- 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.
Requirements
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data collectiontax preparationbookkeepingreporting
Soft skills
communicationorganizationindependenceclient engagementconfidentiality