Tax Operations & Intake Coordinator

Sorren Philippines, Inc.; Philippines; Remote; PHP 391,000 - 614,000; Full time

Benefits offered by this job

Competitive Pay

Company-Provided Laptop

Quarterly Internet Stipend

15–20 Days of PTO + Holidays

Holiday Break

HMO Coverage for you + up to 2 depend.

Growth opportunities

Job summary

Sorren Philippines, Inc. is seeking an organized Tax Administrative professional to support daily tax operations. Responsibilities include document intake, processing in SurePrep, and coordinating with multiple offices to ensure timely engagement letters and returns.

You will assist in assembling tax returns and communicating deadlines to clients. The role emphasizes accuracy, communication, and proficiency with Microsoft Office, with opportunities for growth and advancement within the firm’s

Qualifications

• Several years of experience in administrative support roles or office management.
• Excellent written and verbal communication skills.
• Highly organized and detail-oriented.
• Professional appearance and demeanor.
• High level of aptitude in all Microsoft Office projects.
• Comfort with technology and software applications.
• Some tax/accounting knowledge is preferred (optional).

Responsibilities

• Assist tax operations manager to ensure daily tasks are completed.
• Serve as overflow for other tax admins and maintain cross-office communication.
• Manage intake: scan, download, organize documents and obtain signed engagement letters.
• Upload documents to SurePrep and manage SafeSend communications.
• Prepare and send engagement letters and organizers as directed.
• Assemble tax returns and support overflow across offices.
• Communicate deadlines to clients and ensure timely signatures.
• E-file and monitor extensions, manage rejections and due dates.
• Review client documents and return items; prepare mailings as needed.
• Generate statutory reports and roll forward returns as required.

Skills

Administrative support

Office management

Written & verbal communication

Organization & attention to detail

Microsoft Office proficiency

Tools

Microsoft Office

Job description

Sorren Philippines, Inc. is seeking an organized Tax Administrative professional to support daily tax operations. Responsibilities include document intake, processing in SurePrep, and coordinating with multiple offices to ensure timely engagement letters and returns.

You will assist in assembling tax returns and communicating deadlines to clients. The role emphasizes accuracy, communication, and proficiency with Microsoft Office, with opportunities for growth and advancement within the firm’s