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
