Client Intake Specialist – U.S. Tax Law Firm

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: TYPE OF WORK

Full Time

: SALARY

$650 per month

: HOURS PER WEEK

40

: DATE UPDATED

Sep 9, 2026

JOB OVERVIEW

Role

We are looking for a professional, cheerful, organized, and American English-speaking specialist to communicate with clients of a U.S. tax law firm. Main responsibilities include answering phone calls, acknowledging emails, maintaining records, and ensuring client messages are handled promptly.

Responsibilities

• Answer incoming client calls in a professional and friendly manner.
• Collect basic information from clients and relay messages to the appropriate team member.
• Send timely email acknowledgments and routine responses.
• Maintain and update client records using Microsoft Excel.
• Track calls, emails, and pending items to ensure timely follow-up.
• Coordinate with attorneys and staff when needed.

Requirements

• Bachelor's degree.
• 2+ years of customer service, administration, or similar experience.
• Excellent spoken and written American English - MUST.
• Clear and confident phone communication.
• Must know how to work in MS Excel.
• Good time management and ability to handle multiple tasks.
• Positive and professional attitude.
• Reliable and comfortable working independently during U.S. business hours.

SKILL REQUIREMENT

Microsoft Excel Communication English Proficiency

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Client Intake Specialist – U.S. Tax Law Firm

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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