To Apply for this Job Click Here
Beacon Hill Associates is seeking Intake Specialists for an onsite, ongoing temporary assignment supporting a tax services organization.
Daily Duties:
Handling inbound information and making outbound calls for client intake
Guiding clients through app download and document upload
Collecting and reviewing required tax information for completeness
Entering and updating client information in the CRM system
Communicating clearly and professionally with clients throughout the intake process
Ideal Candidate:
Strong customer service and communication skills
Ability to multitask and stay organized in a fast-paced environment
Comfortable speaking with clients by phone
CRM or administrative experience preferred
Strong problem-solving skills, work ethic, and positive attitude
Excellent grammar and proofreading skills
Additional Details:
Location: Onsite
Hours: 10:00 AM – 6:00 PM
Pay Rate: $20/hour
Parking: Free
Dress Code: Business casual (nice jeans acceptable; no holes or see-through clothing)
Training: On-the-job training
If you are dependable, customer-focused, and comfortable working in a fast-paced, onsite environment, apply to Beacon Hill Associates today.
