Customer Service Representative

Job Title: Client Services Project Specialist

Location: Remote (Candidates must reside within 50 miles of an approved hiring hub)

Duration: 12 Months, with potential for extension

Work Schedule: 8:00 AM – 5:00 PM PT during training. Regular work hours are 8:00 AM – 5:00 PM, with flexibility within the assigned time zone.

Interview Process: One video interview via Microsoft Teams

Job Description:

We are seeking a detail-oriented Client Services Project Specialist with a strong tax background, excellent communication skills, and a customer-focused approach. The ideal candidate will assist individuals with tax-related inquiries, interpret settlement information, resolve concerns, and provide professional support over the phone.

Key Responsibilities:

• Respond to tax-related inquiries and explain complex information clearly and professionally.
• Review and interpret tax documentation and compliance requirements.
• Assist with W-9, W-8BEN, and W-8BEN-E forms.
• Address stated and implied questions accurately by understanding settlement-related information.
• Contact individuals directly when needed to resolve concerns and de-escalate complaints.
• Provide excellent customer service while maintaining professional phone etiquette.
• Use critical thinking and problem-solving skills to resolve inquiries efficiently.
• Work collaboratively with team members and use Microsoft Office and other technology-based applications.

Required Qualifications:

• JD from an accredited U.S. law school or an LLM (Master of Laws) from an accredited institution.
• Strong tax knowledge and understanding of tax documentation and compliance.
• Excellent customer service skills and phone communication experience.
• Clear and professional verbal and written communication.
• Strong critical thinking, attention to detail, and problem-solving skills.
• Ability to handle challenging conversations with empathy and professionalism.
• Strong computer skills and proficiency with Microsoft Office.
• Ability to quickly learn complex case information and apply it accurately when assisting individuals.

Preferred Qualifications:

• Experience working with W-9, W-8BEN, and W-8BEN-E forms.
• Experience handling tax-related inquiries, compliance documentation, or customer support.
• Ability to manage sensitive or challenging customer interactions professionally.