Job Overview

Our client is looking for a dedicated operations professional to keep client workflows moving efficiently. You will be the engine that keeps client engagements on track — owning the full onboarding lifecycle from signed agreement through to project completion and review collection. You will be the primary point of contact clients interact with during onboarding, running screen-share presentations, chasing outstanding documents with persistence and professionalism, and ensuring nothing falls through the cracks across a high-volume portfolio. Your work directly accelerates revenue by moving stalled projects to completion, and daily updates to leadership will keep the entire operation running smoothly.

Client Overview

This is a well-established, full-service accounting and tax firm managing a large and growing portfolio of client engagements. The business operates across multiple brands and serves a diverse client base, delivering tax preparation, compliance, and advisory services. With over 70 active projects in progress, the team is scaling rapidly.

Schedule:

• Monday - Friday, 9:00 AM - 5:00 PM EST, with 1 hour unpaid break (40 work hours per week)

Responsibilities:

• Manage end-to-end client onboarding from signed engagement letter through to project completion and review collection
• Conduct persistent follow-up with clients via phone calls, text messages, and email to collect outstanding documents and information
• Deliver client-facing onboarding presentations via screen share to gather system access credentials and required documentation
• Track and manage document collection across multiple concurrent engagements, verifying accuracy and completeness of received items
• Solicit and coordinate positive client reviews on Google My Business, BBB, Trustpilot, and other relevant platforms
• Provide daily status updates to leadership on open items and project progress

Requirements:

• Background in accounting assistance or financial services administration
• Confidence in phone-based and video-based client interactions
• High level of tenacity and persistence in following up with unresponsive clients
• Strong attention to detail when reviewing and verifying client-submitted documents
• Ability to work independently and manage a high volume of concurrent tasks
• Professional and polished presentation skills for client-facing interactions

Qualifications:

• Experience managing client communications across multiple brands or inboxes simultaneously
• Prior experience with online review platforms such as Google My Business, BBB, or Trustpilot
• Experience using project or task management tools to track document collection workflows

Why Join This Team

• Immediate impact: step into a role with 70+ active projects where your contributions are visible from day one
• Daily direct access to leadership, giving you clear direction and a fast feedback loop
• Stable, long-term engagement with a growing firm that has consistent and expanding client demand
• Opportunity to grow within a scaling operation that spans multiple company brands

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.