Senior Administrative Specialist (US)

Job Title: Senior Administrative Specialist (US)

Work Setup & Schedule: Tuesday to Sunday - 2:00 AM to 11:00 AM

What you’ll be doing:

• Client Job & Document Management: Upload, download, file, and organize records across client portals and emails; send notifications to clients and tax preparers.
• New Client Onboarding: Issue welcome emails, set up portal logins, assign Lacerte Tax IDs, create physical/digital file folders, and log records into Outlook and QuickBooks.
• Client Research & Verification: Gather and verify critical business information including EIN, SSN, DOB, SOS#, State Business Licenses, and Statements of Information.
• Engagement & Setup: Add new entities to client software, dispatch engagement letters, map file shortcuts, and manage group tags within TaxDome.
• Tax Return Assembly & E-Filing: Assemble and transmit completed tax returns to clients; track, monitor, and submit e-files once signatures and payments are secured.
• Task Tracking & Workflow Management: Monitor and log all engagement statuses, updates, and department reminders using TaxDome and Office Tools Outlook inbox.
• Administrative & Ad-Hoc Support: Assist with tax vouchers, filing extensions, annual engagement updates, and provide general backup support for the administrative team.

What will make you a great fit:

• Bachelor's degree in accounting, Finance or related field of study.
• Extremely high level of organizational and time management skills
• High attention to detail
• Strong written and verbal communication skills
• Proficient in Office products, Word, Excel and Outlook.
• 1 year of Project Management experience
• 3-5+ years administrative experience
• Solution-oriented; problem-solver.
• Self-Discipline & Problem-Solving Skills: Ability to work in a very fast-paced environment with minimal supervision.
• Problem-solving and critical thinking skills required.
• Capacity and commitment to work 40 hours a week during traditional daytime business hours supporting clients.
• Solution-oriented; problem-solver.
• Experience in developing strong remote team relationships based on trust, accountability, integrity, and sharing of best practices.
• Willingness to follow established policies and procedures.

What D&V Philippines can offer you:

D&V Philippines is a place where you can build and grow your career because we invest in your training and development. You’ll be a key player in our mission to deliver high-quality, cost-effective finance and accounting services for CFOs and professional services firms in Australia, Asia-Pacific, Europe, the United States, and the United Kingdom.

You’ll also get to enjoy these perks on top of the essential employee benefits:

• Competitive salary with non-taxable allowances
• Health and wellness benefits
• Vacation and sick leave credits
• Yearly company and employee performance bonuses
• Free meal during office days
• Parent-friendly office
• Training and certifications
• CPD Training Assistance and PRC license renewal reimbursement
• Year-round employee engagement activities