Client Intake & Tax Admin Coordinator

Cloudstaff Philippines Inc.; Cebu City; On-site; PHP 420,000 - 620,000; Full time

Benefits offered by this job

HMO Coverage

ALE Club

Salary Increase

Employee Shares

Dream Points

Health & Life Insurance on Day 16 with

Career Advancement

CPD Pathway

Training Sessions

Leave Credits

Wellness Program

Weekly office perks (Coffee, Meals, Be

Equipment Provided

Job summary

Cloudstaff Philippines Inc. is seeking an Enrolled Agent–level professional to collect and review client intake documents, maintain accurate case files, and coordinate with clients and internal teams.

The role includes handling phone and email communications in a scripted service environment and supporting EA information tied to cases. The ideal candidate has an EA license, tax/admin experience, and strong English skills, with high attention to detail and Microsoft Office proficiency.

Qualifications

• Active IRS Enrolled Agent license strongly preferred.
• Client service or tax-admin experience in tax, accounting, or finance.
• High attention to detail on forms and data entry.
• Strong English, comfortable on calls.
• Microsoft Office proficiency.

Responsibilities

• Collect, review, and process client intake documents (powers of attorney, contracts, retainers, and supporting records).
• Keep case files accurate and complete in their system.
• Coordinate with clients and the internal team on missing items and next steps.
• Handle client communication by phone and email in a professional, scripted service environment.
• Support the enrolled agent side of the file, including EA information tied to the case.

Skills

Enrolled Agent License

Client Service

Data Entry

English Proficiency

Microsoft Office

Job description

Cloudstaff Philippines Inc. is seeking an Enrolled Agent–level professional to collect and review client intake documents, maintain accurate case files, and coordinate with clients and internal teams.

The role includes handling phone and email communications in a scripted service environment and supporting EA information tied to cases. The ideal candidate has an EA license, tax/admin experience, and strong English skills, with high attention to detail and Microsoft Office proficiency.