Remote Tax Client Referral Specialist - Atlanta, GA
Published on CazVidat Employer
Apply for the Remote Tax Client Referral Specialist role in Atlanta, GA. Flexible remote work connecting clients with tax professionals. $30,000/year.
Salary
$30,000 per year
Location
United States
Employment type
Contract
Workplace
Remote
Remote Tax Client Referral Specialist - Atlanta, GA
$30,000 per year
Job description
Join our team as a Remote Tax Client Referral Specialist based in Atlanta, Georgia. This independent contractor role offers a flexible remote work environment where you will connect clients with expert tax professionals during peak tax season. If you have a passion for helping others and want to make an impact in financial services, this position is ideal for you.
Key Responsibilities
- Engage potential clients via multiple communication channels to assess their tax service needs.
- Match clients with suitable tax professionals tailored to their specific requirements.
- Deliver exceptional customer service by promptly addressing inquiries and concerns.
- Maintain accurate records of client interactions and referrals using our tracking system.
- Collaborate with tax professionals to ensure seamless referral processes and client satisfaction.
- Conduct follow-ups to gather client feedback and assess their experience.
- Participate in team meetings to share insights and improve referral strategies.
Required and Preferred Qualifications
- High School Diploma or equivalent required.
- Strong verbal and written communication skills.
- Excellent customer service skills with an ability to build relationships.
- Previous experience in customer service or referral roles preferred.
- Familiarity with tax-related services is a plus.
- Proficient in standard office software and communication tools.
- Ability to work independently and manage time effectively.
Become part of a supportive and collaborative team that values your input and professional growth. This role offers meaningful work with a competitive annual compensation of $30,000.
Frequently asked questions
Is this job fully remote or do I need to be in Atlanta?
The position is based in Atlanta, Georgia, but you will be working remotely with flexible hours.
What kind of employment is this role?
This is a contract position as an Independent Contractor.
What is the salary for this role?
The annual pay for this role is USD 30,000 per year.
What experience or qualifications do I need to apply?
You need a high school diploma or equivalent, strong communication skills, and customer service experience is preferred. Knowledge of tax-related services is a plus.
What will my main responsibilities be?
You will engage potential clients, match them with tax professionals, maintain records, follow up for feedback, and collaborate with the team to improve referral strategies.