TaxDome Specialist – CPA Firm Operations

About the Role

Intelus Agency is hiring a remote TaxDome Specialist to streamline operations for CPA firms. This full-time position focuses on optimizing client portal management, administrative workflows, and operational efficiency within the accounting and tax sector. You will collaborate with internal teams and U.S. clients to maintain organized systems, support firm scalability, and deliver high-quality service using cloud-based practice management software.

Requirements

• The ideal candidate will have 2 to 5 years of relevant specialist-level experience, with a specific background in the accounting or tax services industry.
• Hands-on experience with TaxDome is essential, including proficiency in managing secure client portals, overseeing client workflows, and handling pipeline management.
• You should possess strong computer skills, particularly with Microsoft Office and Microsoft 365.
• Furthermore, applicants must demonstrate a track record in client onboarding, CRM maintenance, lead management, and appointment coordination.
• Strong attention to detail, professional English communication skills, and the ability to work independently to manage multiple priorities are required.
• Candidates must also be capable of documenting internal processes and creating standard operating procedures.
• The role requires consistent availability during the 9:00 AM to 5:00 PM Eastern Time window, along with a reliable home office setup and stable internet connection.
• Candidates must be willing to complete a background check and submit a 1-minute introduction video with their resume.

Responsibilities

• As a TaxDome Specialist, you will be responsible for the day-to-day management and maintenance of the TaxDome secure client portal.
• Your duties include handling client requests, managing communications, and ensuring all workflows are executed accurately and promptly.
• You will coordinate the client onboarding process and provide ongoing support through the portal.
• A significant part of your role involves monitoring client pipelines, tracking workflow progress, and maintaining organized client information, including updating lead data and CRM records.
• You will also be tasked with documenting internal processes and developing standard operating procedures to improve firm efficiency.
• Additionally, you will coordinate appointment scheduling, manage client follow-ups, and collaborate with internal stakeholders to ensure operational priorities are met with high accuracy.

Benefits & Perks

• The position is a full-time remote role that offers some scheduling flexibility.
• Intelus Agency ensures that your home office setup and internet connection are supported as role prerequisites.