Tax & Bookkeeping - Client Support Administrator (100% Remote - Colombia)

BeraDavi Solutions; Colombia; Hybrid; COP 76,445,000 - 133,779,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

English proficiency (C1/C2)

Attention to detail

Time management

AI literacy

Tools

Canopy

TaxDome

Karbon

Practice Ignition

QBO

RingCentral

Google Workspace

MS Office

Job description

Are you a proactive, detail-oriented Client Support professional with experience supporting U.S. accounting or tax practices? We are looking for a Client Support Administrator to manage client intake, document collection, scheduling, and workflow hygiene for our growing Tax and Bookkeeping practice!

In this role, you’ll serve as the main operational bridge between our clients and our production team, ensuring clients feel supported while keeping accounting and tax workflows running smoothly.

Schedule: Full-Time (Aligned to U.S. Business Hours / PST or EST)

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

What You’ll Do:

• Client Onboarding & Intake: Welcoming new tax and bookkeeping clients, gathering required intake forms, setting up client profiles in our CRM, and setting clear expectations.
• Document Collection & Tracking: Managing document collection against Provided-By-Client (PBC) lists, following up on missing bank/credit card statements, W-9s, 1099s, and tax documents.
• Front-Office Communications: Managing inbound and outbound phone calls, emails, and SMS (via RingCentral); logging all client interactions accurately in our practice management system.
• Calendar & Appointment Coordination: Scheduling, confirming, and rescheduling consultation calls, review meetings, and onboarding sessions for tax preparers and bookkeepers.
• Workflow & CRM Maintenance: Keeping client records, timelines, and status tags updated in Canopy (or similar practice management platforms like TaxDome / Karbon).
• Basic Billing & AR Support: Issuing monthly bookkeeping invoices, sending retainer requests, recording payments, and conducting soft follow-ups on past-due accounts.
• Client Status Updates: Translating technical updates from bookkeepers and tax reviewers into clear, friendly, plain-English updates for clients.
• 2–4 years of experience in client support, office administration, or account coordination (experience in a CPA firm, tax preparation office, or accounting BPO is a major plus).
• C1/C2 English Level: Excellent written and spoken communication skills.
• Software Proficiency: Hands‑on experience with practice management / CRM tools (Canopy, TaxDome, Karbon, or Practice Ignition).
• Toolbox Familiarity: Experience with QuickBooks Online (QBO) for basic navigation/viewing, RingCentral (VoIP/SMS), Google Workspace, and MS Office.
• Tax & Bookkeeping Awareness: Fundamental understanding of monthly bookkeeping cycles (reconciliations, statements) and U.S. tax season milestones (April 15, Sept 15, Oct 15).
• High Accuracy & Organization: Excellent attention to detail, strong time‑management skills, and composure under seasonal deadline pressure.
• AI Literacy: Practical knowledge of AI tools (e.g., ChatGPT, Claude) to draft communications, summarize call notes, and streamline daily admin tasks.
• Prior hands‑on experience with QuickBooks Online (QBO) data entry or basic bookkeeping workflows.
• Exposure to U.S. tax preparation software (e.g., Lacerte, Drake, ProConnect).