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Quick Apply
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Client Resolution Coordinator

Oakmont Tax Relief
Remote

Quick Apply

Job Details

Temporary | Part-time | Full-time | Contract
$24.59 - $29.61 an hour
12 hours ago

Benefits

Health insurance
401(k)
Paid time off
Work from home
Flexible schedule

Qualifications

Google Workspace
High school diploma or GED
CRM system proficiency
Productivity software
Technical Proficiency

Full Job Description

Position Overview

Oakmont Tax Relief is seeking a compassionate, organized, and client-focused Client Resolution Coordinator to support individuals and businesses throughout the tax resolution process. This fully remote position serves as a primary point of contact for clients, helping coordinate onboarding, document collection, appointment scheduling, and ongoing case communications while ensuring a smooth and professional client experience.

The ideal candidate is an excellent communicator who enjoys helping people, managing multiple priorities, and delivering exceptional administrative support in a fast-paced environment.

Key Responsibilities

Client Support

Serve as the primary contact for clients via phone, email, chat, and secure messaging platforms.
Respond to non-technical questions regarding the client process, required documentation, appointments, and case status.
Provide timely updates throughout the client journey while maintaining a high level of professionalism and confidentiality.
Escalate tax-specific or legal questions to the appropriate licensed professionals.

Case Coordination

Coordinate the onboarding process for new clients from initial engagement through case setup.
Collect, organize, and monitor required client documentation.
Schedule consultations, follow-up meetings, and document review appointments.
Track case milestones and follow up on outstanding requests to help keep cases moving efficiently.

Administrative Operations

Maintain accurate electronic client files and case records.
Perform data entry using CRM, document management, and case tracking systems.
Prepare correspondence, reports, and administrative documentation.
Verify that client records remain complete, accurate, and up to date.

Team Collaboration

Work closely with case managers, tax professionals, and administrative teams to coordinate client activities.
Communicate updates regarding client progress and outstanding action items.
Support process improvement initiatives that enhance efficiency and client satisfaction.
Assist with special projects and additional administrative responsibilities as assigned.

Qualifications

Required

High school diploma or equivalent.
Minimum 1 year of experience in customer service, client support, financial services, banking, legal administration, office administration, case coordination, call center operations, or administrative support.
Excellent verbal and written communication skills.
Strong organizational and time-management abilities.
Ability to manage multiple priorities while maintaining attention to detail.
Ability to work independently in a fully remote work environment.
Proficiency with Microsoft Office, Google Workspace, CRM systems, and web-based business applications.

Preferred

Associate's or Bachelor's degree in Business Administration, Finance, Communications, Legal Studies, or a related field.
Experience working in financial services, tax services, legal support, accounting, banking, or professional services.
Familiarity with CRM software, document management systems, or case management platforms.
Experience supporting client onboarding, case administration, or account coordination.
Previous remote work experience.

Core Skills

Client relationship management
Customer service
Case coordination
Administrative support
Communication
Organization
Time management
Data entry
Problem-solving
Attention to detail

Pay: $24.59 - $29.61 per hour

Benefits:

401(k)
Flexible schedule
Health insurance
Paid time off
Work from home

Work Location: Remote

Quick Apply

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