Cloud Accountant Staffing

Tax Coordinator

Cloud Accountant Staffing

full-time

Posted on:

Location Type: Remote

Location: Philippines

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $1,000 - $1,500 per month

About the role

  • Manage incoming client communications across:
  • - Personal inbox
  • - Shared support inbox
  • - Tax application platform
  • - Triage requests based on urgency, deadlines, and client impact.
  • - Prevent threads from stalling by identifying the true blocker and driving the next step.
  • - Maintain clean case notes, statuses, follow-ups, and next steps so work can be picked up seamlessly by others.
  • Coordinate client tax filings from intake through completion.
  • - Ensure filings are properly set up and required documents are collected.
  • - Act as the communication bridge between clients and preparers/reviewers.
  • - Collect signatures and final approvals required for filing.
  • - Close out completed filings and deliver finalized documents to clients.
  • Proactively follow up with unresponsive clients via email, text, and phone.
  • - Participate in client calls when a live conversation is the fastest path to resolution.
  • - Communicate clearly, calmly, and empathetically — especially during high-stress moments.
  • Work closely with Tax Advisors, Bookkeeping, Compliance/Operations, Client Success, and leadership teams.
  • - Coordinate handoffs and ownership across teams to ensure end-to-end progress.
  • - Contribute to team performance goals and operational metrics.
  • Help improve workflows, templates, SOPs, and internal tools.
  • - Identify recurring blockers and propose solutions to increase throughput and quality.
  • - Treat processes as living systems — follow them, then help make them better.

Requirements

  • 2+ years of experience in any combination of:
  • - Customer support or customer success (written communication-heavy)
  • - Operations coordination, case management, or workflow administration
  • - Financial operations, tax operations, or bookkeeping support (nice-to-have)
  • - Comfortable working across multiple tools and queues (e.g., Slack, Google Workspace, ticketing or workflow systems).
  • - Experience managing deadlines, follow-ups, and detailed workflows.
  • Education (Preferred, Not Required)
  • - Post-secondary education in:
  • - Business or Administration
  • - Accounting or Finance
  • - Communications
  • - Operations or Project Management
  • - Or equivalent, relevant experience
Benefits
  • 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
case managementworkflow administrationtax operationsfinancial operationsbookkeeping supportdeadline managementfollow-up managementdocument collectionclient communicationprocess improvement
Soft Skills
communicationempathyproblem-solvingteam collaborationorganizational skillsattention to detailproactive follow-upstress managementadaptabilitycustomer service