Remote Tax Services Project Specialist

Talent Groups; Tigard (OR); Remote; USD 60,000 - 85,000; Full time

Job summary

Talent Groups seeks a detail-oriented Client Services Project Specialist with a tax background to assist individuals with tax inquiries, interpret settlement information, and provide professional phone support. You will review tax documentation, handle W-9/W-8 forms, and de-escalate concerns with empathy while collaborating with a team.

The role emphasizes clear verbal and written communication, critical thinking, and the ability to learn complex case information quickly.

Qualifications

• JD from an accredited U.S. law school or an LLM from an accredited institution.
• Strong tax knowledge and understanding of tax documentation and compliance.
• Excellent customer service skills and phone communication experience.
• Clear and professional verbal and written communication.
• Strong critical thinking, attention to detail, and problem-solving skills.
• Ability to handle challenging conversations with empathy and professionalism.
• Strong computer skills and proficiency with Microsoft Office.
• Ability to quickly learn complex case information and apply it accurately when assisting individuals.

Responsibilities

• Respond to tax-related inquiries and explain complex information clearly and professionally.
• Review and interpret tax documentation and compliance requirements.
• Assist with W-9, W-8BEN, and W-8BEN-E forms.
• Address stated and implied questions accurately by understanding settlement-related information.
• Contact individuals directly when needed to resolve concerns and de‑escalate complaints.
• Use critical thinking and problem-solving skills to resolve inquiries efficiently.
• Work collaboratively with team members and use Microsoft Office and other technology-based applications.

Skills

Tax knowledge

Customer service

Verbal communication

Written communication

Critical thinking

Problem-solving

Empathy

Learn complex information

Phone communication

Microsoft Office

Education

Juris Doctor (JD) or equivalent

LL.M. (Master of Laws)

Tools

Microsoft Office

Job description

Talent Groups seeks a detail-oriented Client Services Project Specialist with a tax background to assist individuals with tax inquiries, interpret settlement information, and provide professional phone support. You will review tax documentation, handle W-9/W-8 forms, and de-escalate concerns with empathy while collaborating with a team.

The role emphasizes clear verbal and written communication, critical thinking, and the ability to learn complex case information quickly.