Marriel Marjalino
Tax Administrator
Daraga,Albay
Summary
Tax Administrator managing 51–100 returns per month through end-to-end individual and business tax engagement workflows from client intake through return delivery and filing readiness. Coordinates Karbon, SafeSend, and IRS administrative forms including Form 2848, processing 31–60 filings per week alongside extension tracking, and 41+ client follow-up requests per week, transcript requests, and signature follow-up to keep deadlines on pace. Strengthens tax-season operations through SOP development, workflow standardization, and client communication that keeps documents complete and submissions moving.
Overview
4
4
Certifications
6
6
years of professional experience
Work History
Customer Service Representative
Morey CPA
Remote
05.2026 - Current
- Resolved customer inquiries with precision, enhancing satisfaction and loyalty.
- Streamlined communication processes between clients and accounting teams, enhancing clarity and responsiveness in service delivery.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Handled client inquiries through multiple channels, coordinated appointments with CPAs, gathered relevant information for meetings, and ensured timely follow-up, resulting in improved client satisfaction.
- Coordinated resolution of complex issues, ensuring prompt follow-up and accountability for client concerns, which enhanced client trust.
- Implemented feedback mechanisms to identify areas for service enhancement and process improvement.
- Responded to customer requests for products, services, and company information.
Tax Administrator
CFOAF (US-Based Tax & Accounting Firm)
Remote
01.2026 - 07.2026
- Manage end-to-end tax administration workflows for individual and business tax engagements, from client onboarding through return delivery and filing readiness.
- Monitor tax return statuses using Karbon and workflow trackers to ensure timely completion and adherence to federal and state filing deadlines.
- Coordinate closely with tax preparers, reviewers, and administrative teams to track return progress, resolve bottlenecks, and maintain efficient workflow throughout the tax process.
- Conducted client intake procedures and followed up with U.S.-based clients on missing tax documentation and outstanding requirements to ensure timely and accurate tax filings.
- Prepare and manage engagement letters, tax organizers, onboarding documentation, and fillable forms to support a seamless client experience.
- Review client-uploaded documents to validate completeness and accuracy before forwarding files for preparation and review.
- Create and process Power of Attorney requests (Form 2848) for IRS representation and assist with the preparation and administration of Forms 2553, 8822, 8822-B, and other tax-related administrative forms.
- Review SafeSend packages for completeness and coordinate the secure delivery of finalized tax returns to clients.
- Track and follow up on outstanding signatures for engagement letters, Form 8879 authorizations, and other required documents to ensure filing compliance and timely submission.
- Communicate directly with clients regarding tax return updates, delivery confirmations, documentation requirements, and follow-up requests while maintaining a high standard of professionalism and client service.
- Maintain organized digital client folders and tax documentation using established naming conventions and document management procedures to support compliance, audit readiness, and efficient retrieval.
- Support high-volume tax season operations by managing multiple priorities while maintaining accuracy, confidentiality, and exceptional attention to detail when handling sensitive taxpayer information.
- Developed and maintained Standard Operating Procedures (SOPs) for tax administration processes, ensuring consistency and accuracy in client service delivery.
- Create detailed step-by-step guides, checklists, and video-based training materials using Loom to support onboarding, cross-training, and knowledge transfer initiatives.
- Identified workflow inefficiencies and implemented process improvements, standardizing procedures and enhancing document organization to support team productivity.
- Collaborate with leadership and team members to update SOPs in response to process changes, software enhancements, and evolving client requirements.
- Utilize HGather AI and other technology solutions to streamline document organization, improve workflow visibility, and enhance efficiency during peak tax seasons.
- Managed tax compliance processes for diverse client portfolios, ensuring adherence to federal and state regulations.
- Led preparation and review of complex tax returns, identifying opportunities for deductions and credits.
Tax Administrator
Morey CPA
11.2024 - 12.2025
- Acted as primary client liaison by answering inbound calls, responding to inquiries, and providing support throughout tax engagement process.
- Collaborated with preparers, reviewers, and firm leadership to prioritize workloads and ensure deadlines were met during high-volume tax seasons.
- Delivered exceptional client service by communicating proactively, managing expectations, and fostering positive client relationships throughout the engagement lifecycle.
- Guided clients in navigating firm systems and resolving questions related to document submission, engagement processes, and scheduling.
- Served as the first point of contact for clients by answering inbound calls, responding to inquiries, and providing professional support throughout the tax engagement process.
- Assisted clients in navigating the firm's systems and resolving general questions related to document submission, engagement processes, and scheduling.
Senior Operations Manager
WeServe&File Inc.
10.2023 - 11.2024
- Oversaw dispatch operations, assigning cases to process servers, monitoring progress, updating CRMs, and ensuring timely completion of legal service tasks.
- Oversaw dispatch operations by assigning cases to process servers, monitoring progress, updating CRMs, and ensuring timely completion of legal service tasks to enhance service reliability.
- Created comprehensive SOPs to improve standardization, reduce errors, and boost operational speed.
- Monitored live operations dashboards, proactively resolving delays, escalations, and schedule conflicts in real time.
- Created comprehensive SOPs that standardized processes, minimized errors, and accelerated operational speed.
- Coordinated with law firms, clients, and internal teams, ensuring accuracy, professionalism, and confidentiality.
- Reviewed, edited, and finalized legal documentation including Affidavits of Service, proofs, reports, and compliance records.
- Identified workflow bottlenecks, reorganized processes, and implemented system updates to enhance efficiency.
- Managed high-level administrative tasks for the executive team, including inbox management, calendar coordination, meeting scheduling, and confidential communication handling.
Administrative Virtual Assistant – Dispatch & Documentation
WeServe&File Inc.
01.2022 - 10.2023
- Assisted with dispatch coordination by assigning tasks, communicating with process servers, monitoring job completion, and updating clients with real-time case progress.
- Coordinated dispatch by assigning tasks, communicating with process servers, monitoring job completion, and providing clients with real-time case updates.
- Provided comprehensive administrative support, including accurate data entry, proactive email and inbox management, file organization, and CRM updates using Pipedrive.
- Researched online, drafted client follow-up communications, and supported marketing outreach and lead nurturing efforts.
- Improved customer satisfaction by delivering clear, timely responses via email, chat, and phone while resolving routine inquiries and issues.
- Organized Google Drive folders to enhance document retrieval and improve team efficiency.
- Conducted online research, drafted client follow-up communications, and supported marketing outreach and lead nurturing initiatives.
Online ESL Instructor (Part-Time)
5ITalk
02.2021 - 04.2022
- Conducted engaging online English lessons for students aged 6-18 using interactive learning modules and digital classroom tools.
- Prepared individualized lesson plans aligned with student needs, proficiency levels, and learning objectives.
- Delivered tailored instruction to support language development in speaking, listening, reading, and writing.
- Monitored student progress and maintained performance records to document learning outcomes, ensuring targeted instruction based on individual needs.
- Communicated with parents and supervisors to update on student performance and address learning needs, fostering collaboration for student success
Financial Administrative Assistant – Bookkeeper
RAFI Microfinance
11.2021 - 02.2022
- Managed a portfolio of borrowers, including collections follow-ups, loan renewals, payment monitoring, and maintenance of up-to-date client documentation.
- Managed portfolio of borrowers by conducting collections follow-ups, processing loan renewals, monitoring payments, and maintaining updated client documentation to support loan management.
- Process consumer and mortgage loan applications, ensuring completeness, accuracy, and compliance with lending policies.
- Identified delinquent accounts at an early stage and implemented proactive follow-up strategies to reduce overdue payments and support timely repayment.
- Educated clients on loan products, repayment obligations, and financial literacy best practices to support informed borrowing decisions.
- Prepared transaction reports and client files in compliance-ready formats, facilitating internal controls and ensuring adherence to regulatory requirements.
- Processed consumer and mortgage loan applications, ensuring completeness and accuracy.
- Reconciled loan disbursements, fees, and payment schedules, resolving discrepancies in collaboration with accounting and finance teams to maintain financial accuracy.
Financial Services Associate – Client Portfolio Management
Gift Microfinance
01.2021 - 08.2021
- Conducted in-depth evaluations of client backgrounds and business activities through on-site visits, financial record verification, and borrower risk profiling to support sound credit and portfolio decisions.
- Managed active loan portfolio through regular collections follow-ups, loan renewal assessments, and payment monitoring, ensuring accuracy of client records.
- Strengthened client relationships by educating borrowers on loan terms, repayment expectations, and financial literacy fundamentals to foster responsible borrowing practices.
- Strengthened client relationships by educating borrowers on loan terms, repayment expectations, financial literacy fundamentals, and responsible borrowing practices.
- Ensured compliance and audit readiness by maintaining up-to-date client databases and preparing transaction summaries, reports, and monitoring logs for internal and regulatory review.
Education
Bachelor of Science in Business Administration - Microfinance
Skills
Tax administration & compliance
End-to-end tax workflow management
IRS transcript requests
Tax deadline monitoring
Quality control & accuracy review
Tax research
E-file rejection resolution
Tax planning support
Client intake & onboarding
Client relationship management
Workflow & operations management
Process optimization
Administrative & executive support
Workflow automation
Client portal management
Document control systems
Certification
Certificate of Completion of Bookkeeping with QuickBooks Online
TECHNICAL & SOFTWARE PROFICIENCY
- Tax & Practice Management Systems
- UltraTax (UT)
- SafeSend
- Karbon
- Onvio
- Ignition
- PitBull Tax Software
- Tax.Plus
- CRM & Workflow Tools
- GoHighLevel (GHL)
- Pipedrive
- Accounting & Financial Software
- QuickBooks Online
- Microsoft Excel
- Productivity & Collaboration Tools
- Google Workspace (Gmail, Google Drive, Google Docs, Google Sheets, Google Meet)
- Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Calendly
- Fellow
- Loom
- Zoom
- Microsoft Teams
- Slack
- Corvee
- Ringcentral
- Document Mangement & Communication
- Adobe Acrobat
- Secure File Sharing Platforms
- Core Competencies
- Attention to Detail
- Critical Thinking
- Problem Solving
- Adaptability
- Organization
- Time Management
- Confidentiality
- Accuracy
- Initiative
- Accountability
- Reliability
- Multitasking
- Results-Oriented Mindset
- Ability to Thrive in Fast-Paced Remote Environments
Disclaimer
I hereby certify that the above information is true and correct to the best of my knowledge and belief.
LINKS
- Linkedin.com/in/marriel-marjalino-b6a084243
Timeline
Customer Service Representative - Morey CPA
05.2026 - Current
Tax Administrator - CFOAF (US-Based Tax & Accounting Firm)
01.2026 - 07.2026
Tax Administrator - Morey CPA
11.2024 - 12.2025
Senior Operations Manager - WeServe&File Inc.
10.2023 - 11.2024
Administrative Virtual Assistant – Dispatch & Documentation - WeServe&File Inc.
01.2022 - 10.2023
Financial Administrative Assistant – Bookkeeper - RAFI Microfinance
11.2021 - 02.2022
Online ESL Instructor (Part-Time) - 5ITalk
02.2021 - 04.2022
Financial Services Associate – Client Portfolio Management - Gift Microfinance
01.2021 - 08.2021
Forbes College - Bachelor of Science in Business Administration, Microfinance