- Follow-up with clients that have not completed the virtual onboarding
- Call clients as necessary to ensure they have successfully logged into their client portal, understand the entire resolution client journey and intake their tax filing information required to prepare their taxes for unfiled years
- Coordinate with Tax Preparation Administrators to ensure all require tax filing information has been collected prior to moving the case forward to case manager
- Identify opportunities to improve the onboarding process and suggest solutions to management in order to increase efficiency and effectiveness.
- Collaborate with team to develop, use and maintain communication templates to contact clients regarding their tax filing information
- Correspond with clients requiring additional clarification of tax filing information as necessary
- Update CRM with proper notes and change case status according to company protocol and procedures
- Provide clients support registering and navigating through the client portal
- Perform other essential job functions as required or assigned
- Excellent written and verbal communication skills
- Experience delivering best-in-class customer service
- Ability to work independently and as part of a team
- Self-motivated and able to take initiative
- Comfortable in a client-facing role
- Ability to maintain energy, enthusiasm and commitment while completing daily tasks and maintaining minimum talk-time
- Ability to interact effectively and professionally with employees at all levels in the organization
- Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly and internal communication software
- High school diploma or equivalent
- Minimum two years' experience in an administrative support, customer service, or other client facing role
- Medical, Dental, Vision and other auxiliary benefits after 60 days
- 401(k) retirement
- Professional Development Program
- Catered meals every Friday
- Quarterly company outings
- Fun, energetic and inclusive culture
- On-site gym
- Access to game room
- 401(k)
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Referral program
- Vision insurance
- 1 year
- 8 hour shift
- Day shift
- Monday to Friday
- In-person
-
Onboarding Specialist
1 week ago
North Carolina State University Raleigh, United StatesJoin our team as an Onboarding Specialist and dive into the exciting world of creating memorable experiences for new employees You will get the opportunity to welcome new members of the Wolfpack community and by participating in bus and walking tour Specialist, Onboarding, Commer ...
-
Onboarding Specialist
3 weeks ago
North Carolina State University Raleigh, United StatesJoin our team as an Onboarding Specialist and dive into the exciting world of creating memorable experiences for new employees You will get the opportunity to welcome new members of the Wolfpack community and serve as a backup by participating in bu Onboarding, Specialist, Commer ...
-
Onboarding Specialist
3 weeks ago
CriminalRecordCheck Raleigh, United StatesOnboarding Specialist - Smithfield · Full-time · ONSITE · Must be able to commute to and from · Smithfield, NC · CRC is an exciting and growing company in Raleigh/Cary/Morrisville area · Are you looking to start a new career? Are you ready to move up with a growing company ...
-
Onboarding Specialist
1 week ago
CriminalRecordCheck Raleigh, United StatesJob Description · Job DescriptionSalary: $15.00 to $18.00 DOE · Onboarding Specialist - Raleigh · Full-time ONSITE · Must be able to commute to and from Raleigh, NC · (CRC) is an accredited provider of background screening services. Our risk management solutions are important too ...
-
Onboarding Specialist
1 week ago
North Carolina State University Raleigh, United StatesPosting Details · Job Posting Information Posting Number PG193984SP Internal Recruitment No Working Title Onboarding Specialist Anticipated Hiring Range $54,000 -$59,000 Work Schedule 8am-5pm; Monday through Friday with the potential for extended hours during peak seasons (May-S ...
-
Onboarding Specialist
3 weeks ago
Allied Universal® Raleigh, United StatesJob Description · Job DescriptionOverviewAllied Universal, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fue ...
-
Client Onboarding Specialist
2 weeks ago
Taxrise Irvine, CA, United States*INTRO TO TAXRISE:* · At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. · When you join us, you're not just becomin ...
-
Microsoft Cloud Onboarding Specialist
2 weeks ago
Infosys Raleigh, United StatesJob Description: · Infosys is seeking a Microsoft Cloud Onboarding Specialist. Candidate will significantly contribute to manage technical relationships between our Microsoft Security team and key strategic ISVs (independent software vendor). Drive any co-engineering initiatives ...
-
State of North Carolina Raleigh, United StatesIf you enjoy ensuring efficiency, engagement and providing positive experiences for employees, then we encourage you to apply to this position · * You will get the opportunity to welcome new members of the agency and you will play an important role in providing support to tempora ...
-
Onboarding Specialist
2 weeks ago
CriminalRecordCheck Smithfield, United StatesJob Description · Job DescriptionSalary: $15.00 to $18.00 DOE · Onboarding Specialist - Smithfield · Full-time ONSITE · Must be able to commute to and from Smithfield, NC · ***Please note that while the designated work location for this position is in Smithfield, initial training ...
-
HR Onboarding Specialist
18 hours ago
Duke Health Durham, United States RegularHR Onboarding Specialist - DHIP · Work Arrangement: Requisition Number: Regular or Temporary: Regular Location: Durham, NC, US, 27703 · Personnel Area: DUKE HEALTH INTEGRATED PRACTIC Date: May 31, 2024 JOB LOCATION · Hybrid Position - Onsite Location: DHIP Administrative Offic ...
-
Travel Nurse RN
17 hours ago
Travel Nurses, Inc. Raleigh, NC, United StatesTravel Nurses, Inc. is seeking a travel nurse RN Telemetry for a travel nursing job in Raleigh, North Carolina. · Job Description & Requirements · Specialty: Telemetry · Discipline: RN · Duration: 13 weeks · 36 hours per week · Shift: 12 hours, nights · Employment Type: Travel · ...
-
Travel Nurse RN
7 hours ago
Travel Nurses, Inc. Raleigh, NC, United StatesTravel Nurses, Inc. is seeking a travel nurse RN Intermediate Care for a travel nursing job in Raleigh, North Carolina. · Job Description & Requirements · Specialty: Intermediate Care · Discipline: RN · Duration: 12 weeks · 36 hours per week · Shift: 12 hours, nights · Employment ...
-
Travel Nurse RN
17 hours ago
Travel Nurses, Inc. Raleigh, NC, United StatesTravel Nurses, Inc. is seeking a travel nurse RN Intermediate Care for a travel nursing job in Raleigh, North Carolina. · Job Description & Requirements · Specialty: Intermediate Care · Discipline: RN · Duration: 12 weeks · 36 hours per week · Shift: 12 hours, days · Employment T ...
-
Travel Nurse RN
17 hours ago
Travel Nurses, Inc. Raleigh, NC, United StatesTravel Nurses, Inc. is seeking a travel nurse RN Med Surg / Telemetry for a travel nursing job in Raleigh, North Carolina. · Job Description & Requirements · Specialty: Med Surg / Telemetry · Discipline: RN · Duration: 13 weeks · 36 hours per week · Shift: 12 hours, nights · Empl ...
-
Travel Nurse RN
17 hours ago
Travel Nurses, Inc. Raleigh, NC, United StatesTravel Nurses, Inc. is seeking a travel nurse RN Med Surg for a travel nursing job in Raleigh, North Carolina. · Job Description & Requirements · Specialty: Med Surg · Discipline: RN · Duration: 13 weeks · 36 hours per week · Shift: 12 hours, nights · Employment Type: Travel · Jo ...
-
Travel Nurse RN
17 hours ago
Travel Nurses, Inc. Raleigh, NC, United StatesTravel Nurses, Inc. is seeking a travel nurse RN Oncology for a travel nursing job in Raleigh, North Carolina. · Job Description & Requirements · Specialty: Oncology · Discipline: RN · Duration: 13 weeks · 36 hours per week · Shift: 12 hours, nights · Employment Type: Travel · Jo ...
-
Horizon Group Morrisville, NC, United States Freelance**Your Responsibilities**: · - Applicant management: reviewing resumes, organizing interviews, conducting initial interviews · - Creating onboarding plans for new employees and conducting orientation trainings · - Internal and external contact for all personnel matters, such as v ...
-
Ultrasound Technologist- Travel Position
1 week ago
Travel Nurses, Inc. Raleigh, NC, United StatesTravel Nurses, Inc. is seeking a travel Ultrasound Technologist for a travel job in Raleigh, North Carolina. · Job Description & Requirements · ~ Specialty: Ultrasound Technologist · ~ Discipline: Allied Health Professional · ~ Duration: 13 weeks · ~40 hours per week · ~ Sh ...
-
Ultrasound Technologist- Travel Position
1 week ago
Travel Nurses, Inc. Raleigh, NC, United StatesTravel Nurses, Inc. is seeking a travel Ultrasound Technologist for a travel job in Raleigh, North Carolina. · Job Description & Requirements · ~ Specialty: Ultrasound Technologist · ~ Discipline: Allied Health Professional · ~ Duration: 13 weeks · ~40 hours per week · ~ Sh ...
Client Onboarding Specialist - Irvine, United States - Taxrise
Description
*INTRO TO TAXRISE:At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.
When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.
We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.
If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be.
*ABOUT THE ROLE:
The Onboarding Specialist will be responsible for onboarding clients, conducting welcome calls, setting expectations, and ensuring clients have registered and logged into the client portal.
As an Onboarding Specialist, you'll be a first point-of-contact with newly signed up clients requiring tax preparation and responsible for providing best-in-class experience with every client interaction.
The ideal candidate for this role will possess exceptional customer services skills, excellent communication, time management, and is someone who enjoys working in a fun, inclusive, and fast-paced environment.
*WHAT YOU'LL DO:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
*WHAT WE OFFER:
The above-range represents TaxRise's current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.
At TaxRise, we're proud to be an equal opportunity employer.
We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.
We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
Job Type:
Full-time
Pay:
$ $20.00 per hour
Expected hours: 40 per week
Benefits:
Experience level:
Shift:
Weekly day range:
Work setting:
Work Location:
In person% % %%hr%%