TaxDome Specialist – CPA Firm Operations

Intelus Agency

. Manage and maintain the TaxDome secure client portal .

Posted 11/9/2026full-timeRemote • PhilippinesJuniorMid-Level💰 ₱66,000 - ₱81,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships through TaxDome, including secure portal management, client onboarding, and workflow tracking. Proficient in documenting processes and creating standard operating procedures to maintain organized operational workflows.

Highest-signal resume keywords

TaxDome Client Portal ManagementClient Onboarding ExperienceCRM Updates and Lead ManagementMicrosoft Office / Microsoft 365 ProficiencyAttention to Detail and Accuracy

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Client Workflow ManagementPipeline ManagementProcess DocumentationStandard Operating Procedures (SOPs)Appointment Coordination

Soft Skills

Professional Client CommunicationResponsivenessAbility to Manage Multiple Priorities

Industry Keywords

Accounting IndustryTax Services IndustryClient Information Management

About the role

Key responsibilities & impact

Manage and maintain the TaxDome secure client portal
Handle client requests, communications, and workflows accurately and promptly
Coordinate client onboarding and ongoing support through TaxDome
Maintain organized client information and consistent follow-up
Monitor and manage client pipelines and track workflow progress
Maintain client records, lead information, and CRM updates
Document internal processes and create standard operating procedures (SOPs)
Coordinate appointment scheduling and client follow-ups
Collaborate with internal team members and clients
Manage multiple client requests and operational priorities while maintaining accuracy and responsiveness

Requirements

What you’ll need

2–5 years of relevant specialist-level experience
Prior experience in the accounting or tax services industry
Hands-on experience with TaxDome, including secure client portal management, client workflows, and pipeline management
Proficiency with Microsoft Office / Microsoft 365
Experience with client onboarding, CRM updates, lead management, and appointment coordination
Ability to document processes, create SOPs, and maintain organized operational workflows
Strong attention to detail, accuracy, and accountability
Native or near-native English proficiency
Professional client communication and consistent responsiveness
Ability to manage multiple priorities independently
Reliable home office setup and stable internet connection
Consistent availability during 9:00 AM–5:00 PM Eastern Time, with occasional evening or weekend availability as needed
Willingness to complete a background check
Resume submission and a short 1-minute introduction video

Benefits

Comp & perks

Full-time remote position
Some scheduling flexibility
Reliable home office setup and stable internet connection supported as role prerequisites