Remote Tax Client Referral Specialist - Atlanta, GA

Join our team as a Remote Tax Client Referral Specialist based in Atlanta, Georgia. As an Independent Contractor, you will connect clients with expert tax professionals during peak tax season, working remotely with flexible hours. Key Responsibilities Engage potential clients via phone, email, and chat to assess their tax service needs. Match clients accurately with qualified tax professionals based on individual requirements. Deliver exceptional customer service by promptly responding to inquiries and resolving concerns. Maintain detailed records of client interactions and referrals using our tracking system. Collaborate with tax professionals to ensure seamless referral processes and high client satisfaction. Follow up with clients to evaluate their experience and collect valuable feedback. 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 abilities with a talent for relationship building. Previous experience in customer service or referral roles is preferred. Knowledge of tax-related services is a plus. Proficiency with standard office software and communication tools. Ability to work independently and manage time effectively. Become part of a supportive, collaborative team that values your contributions and professional growth. This role offers a competitive annual pay of $30,000 and the opportunity to make a meaningful impact in the financial services industry.