? 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

📌 Accountant Tax Support Administrator (Colombia)
🏢 BeraDavi Solutions
📍 Colombia