TTP Outsourcing
We are seeking a proactive, system-minded TaxDome Specialist & Operational Assistant to serve as our primary implementer, mastering, configuring, and optimizing our practice management systems. This role is responsible for building seamless system flows, optimizing client portal features, and managing core operational and administrative tasks. Over time, this position offers room for professional growth into broader operational support and deep-dive tax and regulatory research to assist with strategic planning. Key Responsibilities TaxDome Implementation & Management: Learn, configure, and maintain TaxDome workflows, including custom pipelines, task management automation, client document uploads, invoicing setups, and electronic signatures. System Optimization: Identify and deploy underutilized software features, converting surface-level tools into a fully automated, end-to-end firm operating system. Administrative Support: Organize client documents, handle professional email communications, maintain records, and track operational projects. Tax Strategy Research (Secondary Task): Conduct deep-dive research into IRS regulations, code restrictions, income thresholds, and entity eligibility rules to support high-level tax planning strategies. Process Documentation: Create clear Standard Operating Procedures (SOPs) and workflow guides for internal team handoffs. Job RequirementsNon-Negotiable Core Requirements System Implementation Experience: Hands-on experience with TaxDome or equivalent practice management/CRM software (e.g., Canopy, Karbon, Jetpack Workflow) is essential. Process & Workflow Mapping: Minimum 1–2 years of experience creating, mapping, and implementing operational processes or administrative workflows. Implementer Mindset: A self-motivated, resourceful learner capable of taking high-level directives and building fully functioning systems independently using documentation and support materials. Education & Software Proficiency Education: Bachelor's degree in Business Administration, Information Technology, Finance, Accounting, or equivalent practical experience. Core Systems: Practice Management: TaxDome (or similar workflow software) Accounting Tools: Familiarity with TaxAct or similar accounting software suites Productivity & Communication: Google Workspace / Microsoft 365, and task management platforms Key Traits Analytical & Detail-Oriented: Methodical approach to auditing system configurations and researching complex regulatory websites (e.g., IRS database). Strong Communication: Clear, professional written and verbal English communication skills for direct collaboration with leadership. Pay: Php35,000.00 - Php50,000.00 per month Application Question(s): Do you have hands-on experience configuring, mapping, and implementing workflows inside TaxDome or a similar practice management platform How many years of professional experience do you have in operations administration, system implementation, or virtual assistance for an accounting or tax firm? ( Do you have experience conducting deep-dive technical research on IRS regulations, code restrictions, and tax eligibility rules to support CPAs? Work Location: Remote
TTP Outsourcing
