Tax Administrator

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

Our Company
At DOXA, we are dedicated to connecting businesses with top-tier talent across various industries. Our mission is to deliver innovative solutions that drive exceptional outsourcing services, enabling companies to expand their teams and grow their operations seamlessly.
What sets DOXA apart is our commitment to fostering a vibrant and supportive team culture. Join us and be part of a culture that prioritizes your happiness and well-being, ensuring you thrive both personally and professionally.

The Role

We're seeking a responsive, highly organized Tax Administrator. This role is designed for someone with strong client-service instincts who can coordinate client intake, tax-season documentation, and engagement workflows without needing to make independent tax preparation or accounting judgments.
You’ll play a key role in managing client onboarding, tracking return statuses and deadlines, and maintaining secure, organized client records across franchise and small-business accounts.

Location

Must be in The Philippines - Remote.
Environment: Philippines and International Teams.
Language: Advanced English (B2+ - C1).
Time zone: Monday to Friday - 9:00 AM - 6:00 PM Eastern Daylight Time.
Contract: Full Time

Requirements

• Education: Bachelor's degree in finance or any related degree; relevant hands-on client-service or tax-office coordination experience is the priority.
• Experience: 1-3 years of administrative, client-service, tax-office, or professional-services coordination experience; prior experience in a CPA firm or with tax return processing and engagement workflows preferred; experience supporting franchise or multi-entity clients a plus.
• Skills: Comfort with spreadsheets, document management, e-signature tools, and learning tax practice software; experience with Tax Dome, Drake, QuickBooks Online, Microsoft 365, and AI tools (ChatGPT, Claude, and Juno); familiarity with tax practice-management software, client portals, or e-filing coordination a plus.
• Characteristics: Excellent written and verbal English communication and professional client follow-up; strong organization, attention to detail, and deadline tracking across multiple client files; maintains confidentiality and uses secure client-document procedures.

Responsibilities

• Coordinate new-client onboarding, engagement letters, tax organizers, client questionnaires, and secure document requests.
• Communicate with clients about outstanding information, appointment scheduling, status updates, and routine administrative questions.
• Track return statuses, internal assignments, filing and extension deadlines, and open action items in the firm workflow system.
• Route completed client files to preparers and reviewers, tracking review notes, signature requests, and approved filing steps.
• Organize tax documents and correspondence in secure digital client files, checking completeness against firm checklists and flagging missing items or discrepancies for the tax team.