Are you a proactive, detail-oriented Client Support professional with experience supporting U.S. accounting or tax practices? We are looking for a Client Support Administrator to manage client intake, document collection, scheduling, and workflow hygiene for our growing Tax and Bookkeeping practice
In this role, you’ll serve as the main operational bridge between our clients and our production team, ensuring clients feel supported while keeping accounting and tax workflows running smoothly.
Schedule: Full-Time (Aligned to U.S. Business Hours / PST or EST)
Experience: 2–4 years in administrative, client support, or coordinator roles within accounting, tax, or professional services
What You’ll Do:
- Client Onboarding & Intake: Welcoming new tax and bookkeeping clients, gathering required intake forms, setting up client profiles in our CRM, and setting clear expectations.
- Document Collection & Tracking: Managing document collection against Provided-By-Client (PBC) lists, following up on missing bank/credit card statements, W-9s, 1099s, and tax documents.




- Front-Office Communications: Managing inbound and outbound phone calls, emails, and SMS (via RingCentral); logging all client interactions accurately in our practice management system.
- Calendar & Appointment Coordination: Scheduling, confirming, and rescheduling consultation calls, review meetings, and onboarding sessions for tax preparers and bookkeepers.
- Workflow & CRM Maintenance: Keeping client records, timelines, and status tags updated in Canopy (or similar practice management platforms like TaxDome / Karbon).
- Basic Billing & AR Support: Issuing monthly bookkeeping invoices, sending retainer requests, recording payments, and conducting soft follow-ups on past-due accounts.
- Client Status Updates: Translating technical updates from bookkeepers and tax reviewers into clear, friendly, plain-English updates for clients.
- 2–4 years of experience in client support, office administration, or account coordina

📌 Tax & Bookkeeping - Client Support Administrator (100% Remote - Colombia)
🏢 BeraDavi Solutions
📍 Colombia