Offer summary

Qualifications:

High level of English proficiency, both written and spoken., Prior experience in administrative assistance or client coordination., Strong attention to detail and excellent organizational skills., Comfortable using CRM systems, with experience in TaxDome being a plus..

Key responsabilities:

Manage client accounts through the TaxDome CRM platform.

Send client emails to request required tax documents and payments.

Track and follow up on unpaid invoices and outstanding tasks.

Maintain regular updates on client status and communicate effectively with clients.

Job description

This is a remote position.

Our client is looking for a highly motivated and detail-oriented Administrative Assistant to support the management of client accounts for their U.S. expat tax preparation firm.

Operating in the international tax services industry, they have established a solid reputation for delivering personalized, efficient, and compliant services to expatriates around the world. In recent years, they’ve expanded their reach, streamlined operations through technology like TaxDome, and developed a strong client retention rate.

This role is ideal for someone who thrives in a structured environment, is comfortable working independently, and has a proactive approach to communication and follow-through. If you’re someone who enjoys juggling multiple tasks, staying organized, and ensuring clients are always informed and supported, this opportunity is for you.

Responsibilities

Manage client accounts through the TaxDome CRM platform
Send client emails to request required tax documents, information, and payments
Track and follow up on unpaid invoices, missing documents, and outstanding tasks
Regularly update client status and notes in the CRM system
Send reminders, invoices, and status updates to clients throughout the process
Alert the lead tax preparer when a client’s account is ready for processing
Maintain a friendly yet persistent tone in client communications to ensure deadlines are met