Tax Client Coordinator – U.S. Tax Firm | Part-Time | Voice Role

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TYPE OF WORK

Part Time

SALARY

PHP 22,000-25,000

HOURS PER WEEK

20

DATE UPDATED

Oct 5, 2026

JOB OVERVIEW

ABOUT THE COMPANY
Get Results Fast Inc. is a U.S.-based company operating on U.S. Eastern Time. We provide tax and financial services to U.S. clients and are seeking a professional Tax Client Coordinator to join our Philippines-based remote team.
This is a long-term part-time opportunity for someone who communicates well, follows through, stays organized, and is comfortable speaking with U.S. clients every day.

ABOUT THE POSITION
Your primary responsibility is simple:
Keep tax clients moving through our process so the tax preparer can focus on preparing and reviewing tax returns.
This is a client-facing position. Regular telephone communication with U.S. clients is an important part of the job.
You will help clients through the administrative side of the tax process, follow up for missing information, maintain accurate client records, and make sure assigned issues are followed through to completion.
This is not a tax preparer position.
You will not be expected to calculate taxes, provide tax advice, or independently make tax decisions.
Training will be provided on our procedures and systems.

LOCATION PREFERENCE
Cebu City / Metro Cebu applicants are preferred.
Applicants from other areas of the Philippines are also encouraged to apply.
This is currently a work-from-home position. Our business is developing operations in Cebu, and there may be opportunities for occasional in-person meetings, training, and expanded responsibilities in the future.
Location will not outweigh qualifications. Strong candidates from anywhere in the Philippines will be considered.

SCHEDULE
- Monday–Friday
- 4 hours per day
- 20 hours per week
- 10:00 AM–2:00 PM U.S. Eastern Time (ET)
- Schedule must remain consistent
- Availability during scheduled working hours is required
- Paid training begins before tax season
- Peak tax season is January–April

Please note: This position follows U.S. Eastern Time and therefore requires overnight working hours in the Philippines.
Applicants must be able to consistently follow the U.S. Eastern Time schedule throughout the year, including U.S. daylight-saving time changes.
There may be opportunities for increased hours during peak periods and continued part-time work after tax season based on performance and business needs.

RESPONSIBILITIES
- Answer inbound client calls
- Make daily outbound follow-up calls
- Monitor and respond to routine client emails
- Follow up for missing tax documents and information
- Help clients access and use our secure client portal
- Confirm receipt of uploaded documents
- Identify administratively incomplete client files
- Maintain accurate client information in our CRM
- Update client status and next action
- Maintain detailed notes after client communications
- Keep the tax preparation queue organized
- Follow up on electronic signatures
- Follow up on outstanding payments
- Provide routine status updates to clients
- Follow established checklists and procedures
- Escalate tax questions and unusual situations
- Follow assigned client issues through to completion
- Provide concise daily progress updates
An important part of this position is closing the loop.
Sending an email does not always mean a task is complete.
Good follow-through may require calling the client, documenting the response, updating the CRM, scheduling the next action, and escalating the matter when necessary.

REQUIREMENTS
- Strong spoken English
- Strong written English
- Professional and confident telephone presence
- Experience communicating with U.S. customers or clients
- Comfortable making outbound calls every workday
- Strong organizational and follow-up skills
- Excellent attention to detail
- Ability to follow established procedures
- Ability to work independently
- Reliable computer suitable for remote work
- Reliable primary internet connection
- Backup internet connection
- Professional headset
- Quiet, professional work-from-home environment suitable for client calls
- Ability to consistently work the required U.S. Eastern Time schedule
A dual-monitor workstation is strongly preferred.
A reliable backup power solution is strongly preferred.
Experience working with U.S. businesses is preferred.
Experience with a U.S. tax, accounting, bookkeeping, mortgage, real estate, or financial-services company is a plus.
Experience with Drake Tax, SecureFilePro, AllClients, or similar systems is helpful but not required.

HOW WE WORK
We value reliability and accuracy over speed.
We are looking for someone who follows established procedures, maintains good documentation, communicates clearly, and follows tasks through to completion.
When a client asks a tax question or something falls outside your responsibility:
Do not guess.
Document the issue and request guidance.
The tax preparer remains responsible for tax preparation, tax decisions, and final review.
COMPENSATION

PHP 22,000–25,000 per month
- Approximately 20 hours per week
- Paid twice monthly through Wise
- Paid training
- Potential for additional hours during peak periods
- Opportunity for continued work and increased responsibilities based on performance and business needs

HOW TO APPLY
Please read carefully. To be considered, follow ALL instructions below.
Step 1 — Email Subject
Send your application by email using this exact subject format:
TCC100526 – [Your Full Name]
Applications without the correct application code in the subject line may not be reviewed.
Step 2 — Resume and OLJ Profile
Attach your current resume in PDF format.
Include the direct link to your OnlineJobs.ph profile in the email.
Please make sure all files and links you provide can be accessed.
Step 3 — Audio Exercise
Attach a 60–90 second audio recording.
Please make the recording from the normal workspace you would use while working in this position.
In your recording:
First: Briefly introduce yourself and describe your experience communicating with U.S. clients or customers.
Then complete the following scenario:
You are calling a client of our tax firm named Michael.
We are still waiting for his W-2 and 1099-INT, and his tax return cannot move forward until the missing documents are received. Leave Michael the professional voicemail you would actually leave asking him to upload the missing documents to the secure client portal.

Include a Transcript
Paste a written transcript of your entire audio recording into your application email.
You may use an AI transcription tool, but please review the transcript for accuracy before submitting it.
Both the audio recording and transcript are required.

Step 4 — Answer These Questions
Please number your answers 1–15.
Keep your answers clear and concise.
1. What city/municipality and province do you currently live in?
2. How many years have you worked with U.S. clients or customers?
3. Briefly describe the U.S. client-facing work you have personally performed.
4. Have you previously worked with a U.S. tax, accounting, bookkeeping, mortgage, real estate, or financial-services company? If yes, briefly explain.
5. Are you comfortable making outbound telephone calls to U.S. clients every workday?
6. A client has ignored two previous requests for documents. Other than sending another email, what would you do next?
7. Are you currently employed or working for any other clients? If yes, provide the exact days and working hours of those commitments.
8. This position follows U.S. Eastern Time and requires overnight work in the Philippines. Can you consistently work Monday–Friday, 10:00 AM–2:00 PM U.S. Eastern Time throughout the year, including U.S. daylight-saving time changes?
9. Describe your computer setup, including the number of monitors you currently use.
10. Who is your primary internet provider?
11. What do you use for backup internet?
12. What backup power solution do you have in case of a power outage?
13. Describe your normal work-from-home environment, particularly during the hours you would be speaking with clients.
14. What monthly salary in PHP are you requesting for approximately 20 hours per week?
15. Why are you currently looking for a new position, and are you interested in a long-term role that could potentially grow in hours and responsibilities?

PLEASE DO NOT SEND A LONG COVER LETTER
We are more interested in your experience, answers, ability to follow instructions, communication skills, and audio sample.

NEXT STEP
Applicants who follow the instructions and meet the initial requirements will be considered for a short interview.
Finalists may be asked to complete an additional short client-service exercise before an offer is made.
We are looking to hire soon so the selected person has adequate time to learn our systems and workflow before tax season begins.

SKILL REQUIREMENT
English Speaking Customer Service Administrative Support
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