Overview
Tax Planning Admin Jobs in Philippines at DiLucci CPA Firm
Title: Tax Planning Admin
Company: DiLucci CPA Firm
Location: Philippines
Role Overview
If you enjoy being the person who keeps everything organized, on track, and running smoothly—and want to play a critical role in delivering a high-end client experience—this role is for you.
DiLucci CPA Firm has been serving business owners and real estate investors since 2005. For nearly two decades, we’ve built a reputation for doing tax differently—by going deeper than compliance, telling clients the truth, and using the tax code strategically to protect and grow their wealth. Our mission is simple: help clients keep more of what they earn while giving them clarity, confidence, and a long-term plan. We hold ourselves to a high bar: Genuine Care, Great Communication, Speed to Learning, and Fun Tax Energy.
As a Tax Planning Admin, you will serve as the operational backbone of the tax planning team—owning scheduling, client communication, document collection, and workflow tracking. You are the person ensuring nothing falls through the cracks, clients feel supported, and the team operates at a high level.
This is a fast-paced, high-ownership role ideal for someone who is proactive, detail-oriented, and thrives in keeping multiple moving pieces aligned.
Key Responsibilities
Scheduling & Client Coordination
Manage and coordinate client scheduling across the tax planning team
Ensure calendars are optimized, appointments are confirmed, and meetings are fully prepared
Serve as a point of contact for clients to ensure a smooth, professional experience
Document Collection & Follow-Ups
Proactively request, track, and follow up on missing client documents
Ensure all required information is received ahead of planning deadlines
Maintain accountability with clients while delivering a high-touch experience
File Organization & Documentation
Organize and maintain clean, structured client files within internal systems
Ensure all documents are properly labeled, uploaded, and accessible
Keep client information centralized and easy for the team to navigate
Discovery Notes & Preparation
Create clear, organized discovery notes from client data and internal inputs
Prepare summaries ahead of planning calls so advisors are fully equipped
Ensure accuracy and completeness of all pre-call materials
Workflow Tracking & Execution
Track the status of all active clients and ensure work is progressing on time
Identify bottlenecks and take action to keep projects moving forward
Coordinate across team members during high-volume periods
Client Communication & Support
Manage ongoing client communication through email and internal systems
Respond promptly and professionally to client inquiries
Ensure all client touchpoints are handled with care and no communication goes unanswered
Role Expectations
Maintain strong organization across multiple clients, deadlines, and workflows
Ensure timely follow-ups and consistent client communication
Operate proactively by identifying issues before they become problems
Keep internal systems clean, accurate, and up to date
Be a reliable, steady presence that the team can depend on
Requirements
Strong organizational and time management skills
Ability to manage multiple tasks and priorities simultaneously
Excellent written and verbal communication skills (high English proficiency)
High attention to detail and strong follow-through
Ability to work in a fast-paced, deadline-driven environment
Comfortable using digital tools and systems for tracking and communication
Benefits & Perks
Work from home (remote role)
Exposure to high-level tax planning workflows and operations
Opportunity to grow within a fast-scaling, high-performance team
DiLucci CPA Core Values
Genuine Care – Trusted advisor relationships, not transactional work
Great Communication – Clear, proactive, and timely
Speed to Learning & Implementation – Adapt quickly as laws and strategies evolve
Fun Tax Energy (FTE) – We take pride in excellent tax work
