Related skills
crm data management bookkeeping tax preparation calendly📋 Description
- Monitor client progress in TaxDome workflows
- Follow up with clients who haven't submitted documents
- Make outbound calls/messages to re-engage stalled clients
- Help clients navigate TaxDome and next steps
- Manage backend workflows and data collection
- Light calendar and email filtering support
🎯 Requirements
- Strong English communication (email and phone)
- Comfortable making outbound client calls
- Experience with TaxDome or CRM tools
- QuickBooks/tax prep or basic bookkeeping a plus
- Highly organized and independent
- Adherence to client confidentiality and data security
🎁 Benefits
- Salary: $1,200–$1,500/month
- Location: Philippines/LATAM (Remote)
- Employment: Full-time, remote
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