Remote Client Success & Case Manager

Champion Tax Relief, Inc.; Texas; Remote; USD 45,000 - 65,000; Full time

Job summary

Champion Tax Relief, Inc. seeks an experienced, case-management oriented administrator to serve as the backbone of the client experience.

You will manage documentation, ensure case accuracy, and communicate across clients and team members from a dedicated home office in the United States. This role requires a proven track record of administrative excellence, the ability to handle confidential financial information, and superior organizational skills.

Qualifications

• 3+ years of administrative experience in a professional environment.
• 3+ years of customer facing or client service experience.
• Demonstrated remote work experience with a reliable home workspace.
• Proficiency with Microsoft Office or Google Workspace.
• Ability to maintain confidentiality and handle sensitive financial information professionally.

Responsibilities

• Serve as the primary point of contact for assigned clients, building strong professional relationships through proactive communication.
• Communicate with clients via phone, email, and text to answer questions, gather documentation, provide updates, and schedule meetings.
• Maintain organized digital records, client files, and supporting documentation.
• Manage client case files with precision, ensuring documentation is complete and up to date.
• Coordinate with internal team members to ensure client work progresses efficiently and deadlines are met.
• Escalate concerns or roadblocks when appropriate while helping facilitate timely resolutions.
• Identify potential issues early and resolve them using sound judgment.

Skills

Admin experience

Customer service

Remote work

Microsoft Office

Google Workspace

Confidentiality

Multitasking

Communication

Tools

CRM platforms

Microsoft 365

Job description

Champion Tax Relief, Inc. seeks an experienced, case-management oriented administrator to serve as the backbone of the client experience.

You will manage documentation, ensure case accuracy, and communicate across clients and team members from a dedicated home office in the United States. This role requires a proven track record of administrative excellence, the ability to handle confidential financial information, and superior organizational skills.