Inside Out Group

Client Compliance Coordinator

Inside Out Group

full-time

Posted on:

Origin:  • 🇵🇭 Philippines

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Salary

💰 $1,100 per month

Job Level

Mid-LevelSenior

About the role

  • Manage the client onboarding process, ensuring all information is collected and properly documented.
  • Build, maintain, and improve automations within TaxDome to streamline workflows.
  • Add new clients into TaxDome, assign bookkeepers and tax preparers, and monitor task completion.
  • Ensure all deadlines are met and compliance tasks are tracked efficiently.
  • Train staff on TaxDome features, updates, and best practices.
  • Prepare and file POAs (Power of Attorney).
  • Notify payroll and bookkeeping teams of new clients and updates.
  • Collaborate with the CPA to determine QuickBooks setup and communicate with relevant departments.
  • Answer phones, schedule appointments, and respond to client inquiries via email, phone, or portal.
  • Conduct monthly check-in calls with clients to provide updates and maintain strong relationships.
  • Coordinate between clients, bookkeepers, and tax preparers (gather documents, clarify questions).
  • Request and track state license renewals and LLC renewals; monitor state deadlines, bookkeeping, tax returns, and license renewals to ensure client compliance.
  • Maintain and update client contact records in TaxDome.

Requirements

  • C1 ENGLISH LEVEL IS REQUIRED; must speak strictly in English during whole shift; submit resume and audio recording in English.
  • Proven experience in workflow management, client onboarding, or administrative operations.
  • Familiarity with TaxDome and QuickBooks preferred (or ability to learn quickly).
  • Knowledge of corporate and LLC filing requirements (annual statements, EIN, POA, etc.) is an advantage.
  • Strong organizational and time management skills; ability to manage multiple priorities.
  • Excellent written and verbal communication skills.
  • Comfortable training and supporting staff on software tools and workflows.
  • Tech-savvy, detail-oriented, and proactive in identifying process improvements.
  • Ability to work Monday-Friday 9:00AM-05:00PM PDT and some Saturdays during tax season.
  • Location: Philippines (role lists Location PH).