Tax & Bookkeeping Client Success Administrator

BeraDavi Solutions; Colombia; Ibrido; COP 76.445.000 - 133.779.000; Tempo pieno

Descrizione del lavoro

BeraDavi Solutions is seeking a Client Support Administrator to manage client intake, document collection, scheduling, and workflow hygiene for our U.S. tax and bookkeeping practice.

You’ll be the operational bridge between clients and our production team, ensuring clients feel supported while keeping workflows running smoothly. The role involves onboarding, tracking documents (W‑9s, 1099s), calendar coordination, and CRM maintenance in Canopy or similar platforms.

Competenze

• 2–4 years in administrative, client support, or coordinator roles within accounting, tax, or professional services.

Mansioni

• Onboard new tax and bookkeeping clients, gather intake forms, set up client profiles in the CRM, and set clear expectations.
• Manage document collection against PBC lists, follow up on missing bank/credit card statements, W-9s, 1099s, and tax documents.
• Handle inbound/outbound calls, emails, and SMS; log client interactions in the practice management system.
• Schedule, confirm, and reschedule consultations, reviews, and onboarding sessions for tax preparers and bookkeepers.
• Maintain client records, timelines, and status tags in Canopy or similar platforms.
• Issue monthly bookkeeping invoices, send retainer requests, record payments, and follow up on past-due accounts.
• Translate technical updates for clients in plain English.
• 2–4 years of relevant experience; CPA firm/tax office experience a plus.
• C1/C2 English; excellent written and spoken communication.
• Hands-on experience with Canopy, TaxDome, Karbon, or Practice Ignition.
• Experience with QuickBooks Online, RingCentral, Google Workspace, MS Office.
• Understanding of monthly bookkeeping cycles and U.S. tax milestones.
• Strong accuracy, organization, and pressure management.
• AI tool usage to draft communications and summarize notes.

Conoscenze

English proficiency (C1/C2)

Attention to detail

Time management

AI literacy

Strumenti

Canopy

TaxDome

Karbon

Practice Ignition

QBO

RingCentral

Google Workspace

MS Office

Descrizione del lavoro

BeraDavi Solutions is seeking a Client Support Administrator to manage client intake, document collection, scheduling, and workflow hygiene for our U.S. tax and bookkeeping practice.

You’ll be the operational bridge between clients and our production team, ensuring clients feel supported while keeping workflows running smoothly. The role involves onboarding, tracking documents (W‑9s, 1099s), calendar coordination, and CRM maintenance in Canopy or similar platforms.