Tax Administrative Assistant

Title: Administrative Assistant — CPA Firm (Tax Operations Support)Reports to: Administrator / Managing PartnerLocation: Remote – PhilippinesType: Full-timeWork Hours: Let's DiscussWork From Home, but due to compliance requirements and local regulations:👉 Only Philippine citizens currently residing in the Philippines are eligible.We appreciate your understanding and look forward to receiving applications from qualified PH‑based professionals.Why this role mattersYou’ll keep the firm’s tax workflow running smoothly—preparing client organizers, tracking e-file consents, ensuring accurate digital filing, and communicating clearly with clients. Your organization, confidentiality, and follow‑through directly impact on‑time, error‑free tax filings and client satisfaction.What you’ll doPrepare and send client tax organizers; track returns of completed organizers and documentation.Receive, verify, and maintain strict confidentiality of client tax information.Assemble and scan organizers/tax documentation into tax software for return preparation.Send finalized business and individual returns with detailed filing/payment instructions.Request, collect, and track signed e-file consents; follow up on missing items.E-file returns and monitor acknowledgments; escalate rejections with next steps.Maintain digital filing systems: scanning, naming conventions, version control, and database updates.Provide administrative support for project-based work and peak-season initiatives.Contribute to process improvements that enhance accuracy and turnaround time.RequirementsWhat you’ll bringProficiency with Microsoft Office (Word, Excel, Outlook).Experience with QuickBooks or accounting software helpful (not required).Proven ability to work independently on recurring tasks with high accuracy.Meticulous organization, attention to detail, and deadline reliability (especially during peak tax season).Clear, professional written and verbal communication with clients and internal teams.Discretion with sensitive and personally identifiable information.Prior experience in a tax, CPA, or law firm preferred, not required.Nice-to-havesFamiliarity with tax workflow tools (e.g., e-file portals, DMS, practice management systems).Basic knowledge of e-file statuses and common rejection codes (you’ll learn on the job if not).Experience standardizing document naming and intake checklists.Success in the first 90 days100% compliance with document naming and filing standards.< 1% admin error rate on document routing and e-file consent tracking.All e-file acknowledgments reconciled within 24 hours; exceptions escalated promptly.Positive feedback from tax preparers and clients regarding communication and follow-through.Work environment & hoursProfessional services environment with peak periods (e.g., tax deadlines) requiring schedule flexibility.Benefits 🏡 Work Flexibility & Additional BenefitsWork From Home Setup (PH Only)Fully remote, PH‑based.Core Perks and Benefits:✨ HMO on your first day + Free coverage for 2 dependents after 2 years✨ Government-mandated benefits✨ 20 Annual Leave Credits✨ 13th-month pay✨ Birthday Leave✨ Bereavement Leave Onsite/Hybrid Employees — Additional Perks (where applicable) ✨ Travel subsidy allowance ✨ Free staff house accommodation (within eligible distance) ✨ Free shuttle service ✨ Free lunch ✨ Free uniform ✨ Perfect attendance bonus ✨ Additional perks across all levels🎉 Employee Engagement & Company PerksOnboarding trainingMonthly employee engagementBirthday giftWeekly treatsChristmas hamperAnniversary giftOpportunity to travel🎁 Referral Bonus Program (GCash)Know someone who'd be perfect for this role? Refer them to us through the link below and get rewarded via Gcash for every successful hire: External Referral FormPHP 3,000 — Graduate trainees, junior, entry-level, adminPHP 5,000 — Intermediate rolesPHP 8,000 — Senior & hard‑to‑fill rolesRefer top talent and be rewarded!Check us out:🌐 Explore The Back Room's Website👥 Connect with The Back Room on LinkedIn📘 Join The Back Room Community on Facebook🌟 Hear from The Back Room Team on GlassdoorOriginally posted on Himalayas

Title: Administrative Assistant — CPA Firm (Tax Operations Support)Reports to: Administrator / Managing PartnerLocation: Remote – PhilippinesType: Full-timeWork Hours: Let's DiscussWork From Home, but due to compliance requirements and local regulations:👉 Only Philippine citizens currently residing in the Philippines are eligible.We appreciate your understanding and look forward to receiving applications from qualified PH‑based professionals.Why this role mattersYou’ll keep the firm’s tax workflow running smoothly—preparing client organizers, tracking e-file consents, ensuring accurate digital filing, and communicating clearly with clients. Your organization, confidentiality, and follow‑through directly impact on‑time, error‑free tax filings and client satisfaction.What you’ll doPrepare and send client tax organizers; track returns of completed organizers and documentation.Receive, verify, and maintain strict confidentiality of client tax information.Assemble and scan organizers/tax documentation into tax software for return preparation.Send finalized business and individual returns with detailed filing/payment instructions.Request, collect, and track signed e-file consents; follow up on missing items.E-file returns and monitor acknowledgments; escalate rejections with next steps.Maintain digital filing systems: scanning, naming conventions, version control, and database updates.Provide administrative support for project-based work and peak-season initiatives.Contribute to process improvements that enhance accuracy and turnaround time.RequirementsWhat you’ll bringProficiency with Microsoft Office (Word, Excel, Outlook).Experience with QuickBooks or accounting software helpful (not required).Proven ability to work independently on recurring tasks with high accuracy.Meticulous organization, attention to detail, and deadline reliability (especially during peak tax season).Clear, professional written and verbal communication with clients and internal teams.Discretion with sensitive and personally identifiable information.Prior experience in a tax, CPA, or law firm preferred, not required.Nice-to-havesFamiliarity with tax workflow tools (e.g., e-file portals, DMS, practice management systems).Basic knowledge of e-file statuses and common rejection codes (you’ll learn on the job if not).Experience standardizing document naming and intake checklists.Success in the first 90 days100% compliance with document naming and filing standards.< 1% admin error rate on document routing and e-file consent tracking.All e-file acknowledgments reconciled within 24 hours; exceptions escalated promptly.Positive feedback from tax preparers and clients regarding communication and follow-through.Work environment & hoursProfessional services environment with peak periods (e.g., tax deadlines) requiring schedule flexibility.Benefits 🏡 Work Flexibility & Additional BenefitsWork From Home Setup (PH Only)Fully remote, PH‑based.Core Perks and Benefits:✨ HMO on your first day + Free coverage for 2 dependents after 2 years✨ Government-mandated benefits✨ 20 Annual Leave Credits✨ 13th-month pay✨ Birthday Leave✨ Bereavement Leave Onsite/Hybrid Employees — Additional Perks (where applicable) ✨ Travel subsidy allowance ✨ Free staff house accommodation (within eligible distance) ✨ Free shuttle service ✨ Free lunch ✨ Free uniform ✨ Perfect attendance bonus ✨ Additional perks across all levels🎉 Employee Engagement & Company PerksOnboarding trainingMonthly employee engagementBirthday giftWeekly treatsChristmas hamperAnniversary giftOpportunity to travel🎁 Referral Bonus Program (GCash)Know someone who'd be perfect for this role? Refer them to us through the link below and get rewarded via Gcash for every successful hire: External Referral FormPHP 3,000 — Graduate trainees, junior, entry-level, adminPHP 5,000 — Intermediate rolesPHP 8,000 — Senior & hard‑to‑fill rolesRefer top talent and be rewarded!Check us out:🌐 Explore The Back Room's Website👥 Connect with The Back Room on LinkedIn📘 Join The Back Room Community on Facebook🌟 Hear from The Back Room Team on GlassdoorOriginally posted on Himalayas