Remote Tax Administration Coordinator

Doxa; Philippines; Remote; PHP 167,000 - 391,000; Full time

Job summary

DOXA is seeking a Tax Administrator to coordinate client intake, tax-season documentation, and engagement workflows while supporting secure, organized records for franchise and multi-entity accounts.

The role emphasizes client service, strict confidentiality, and English communication in a remote, international team environment. Requires a finance-related degree and 1–3 years of relevant coordination experience.

Qualifications

• Bachelor's degree in finance or related field.
• 1–3 years of administrative/client-service/tax-office coordination experience.
• Experience with tax-return processing and engagement workflows preferred.

Responsibilities

• Coordinate new-client onboarding, engagement letters, tax organizers, and secure document requests.
• Communicate with clients about outstanding information and schedule appointments.
• Track return statuses, deadlines, and open action items in the firm workflow system.
• Route completed client files to preparers and reviewers, tracking review notes and signatures.
• Organize tax documents in secure digital client files and flag missing items.

Skills

Client service

English communication

Attention to detail

Deadline tracking

Education

Bachelor's degree in finance

Tools

Tax Dome

Drake

QuickBooks Online

Microsoft 365

AI tools (ChatGPT, Claude, Juno)

Job description

DOXA is seeking a Tax Administrator to coordinate client intake, tax-season documentation, and engagement workflows while supporting secure, organized records for franchise and multi-entity accounts.

The role emphasizes client service, strict confidentiality, and English communication in a remote, international team environment. Requires a finance-related degree and 1–3 years of relevant coordination experience.