Accountant Tax Support Administrator

🚀 WE’RE HIRING: Accountant Tax Support Administrator (100% Remote - Colombia) 🇨🇴🇺🇸
Are you a hyper-organized, tech-savvy client support professional with fluent English? We are looking for a Accountant Support Administrator to run front-office operations for a U.S. tax & accounting practice!
In this role, you won’t prepare tax returns, but you WILL be the operational engine keeping our firm running smoothly—managing client communications, coordinating schedules, driving document collection, and maintaining workflow hygiene.
📍 Location: 100% Remote (Must reside in Colombia)
⏰ Schedule: Full-Time, aligned to U.S. Pacific Time (PST)
🗣️ Language: English C1 minimum required (C2 preferred)
💼 Experience: 2–5 years in Admin, Client Support, or Coordination roles
🌟 What You’ll Do:
Client Communications: Manage inbound/outbound calls, texts, and emails (via RingCentral); log all interactions in our CRM.
Calendar Management: Coordinate calendars for multiple tax preparers; book, confirm, and reschedule appointments.
Document Lifecycle: Drive document collection against outstanding-item lists, send timely reminders, and track progress from intake to delivery.
System Hygiene: Maintain accurate client records and active workflows inside Canopy (or similar practice management platforms).
Basic Billing: Send invoices, record payments, and follow up on past-due items.
Triage & Client Updates: Route client questions to the right preparer and provide clear, plain-language status updates.
AI-Powered Productivity: Use AI tools to draft messages, summarize communication threads, and keep notes organized.
Data Security: Handle sensitive PII and financial records with strict confidentiality and security protocols.
🎯 What We’re Looking For:
2–5 years of experience in client support, administration, or coordination (professional services preferred).
C1/C2 English Proficiency (exceptional written and spoken communication skills).
Software Proficiency: Hands-on experience with practice management/CRM tools (Canopy strongly preferred; Karbon, TaxDome, or Practice Ignition valued).
Toolbox: Experience with VoIP/SMS systems (e.g., RingCentral) and MS Office / Google Workspace.
Tax Season Resilience: Understanding of the tax document lifecycle and high accuracy under seasonal deadline pressure.
AI Literacy: Practical familiarity with AI tools to improve communication speed and quality.
⭐️ Bonus Points (Nice to Have):
Prior experience in a CPA firm, tax prep office, or professional services environment.
Exposure to tax preparation software (e.g., Lacerte) or QuickBooks.
Familiarity with key U.S. tax deadlines (e.g., April 15, Sept 15, Oct 15).
⏳ Schedule & Seasonality:
This is a full-time position aligned with U.S. Pacific Time (PST). Workload is heavier during U.S. tax season peaks (January–April and around September–October extension deadlines).
📩 How to Apply:
Apply directly through this post!
💡 Tip de reclutadora: Al ser un rol que requiere Canopy y U.S. Tax Season knowledge, cuando publiques este post en LinkedIn añade los siguientes hashtags al final para maximizar el alcance con talentos bilingües en Colombia:
#BPOColombia #RemoteJobsColombia #ClientSupport #TaxAdministrator #USGAAP #WorkFromHomeColombia

Work arrangement
Yes