Tax Specialist

Talent Groups; United States; À distance; USD 70 000 - 110 000; Plein temps

Résumé du poste

Talent Groups is seeking legally trained professionals with a strong tax background to support settlement administration projects. You will respond to inquiries, explain tax documentation requirements, and provide accurate, professional assistance to individuals in a remote environment.

Required qualifications include a JD from a U.S. law school or an LL.M., solid tax knowledge, and experience with W-9/W-8BEN forms. Excellent communication and problem-solving skills are essential.

Qualifications

• JD or LL.M. from an accredited U.S. law school; education verification is mandatory.
• Strong tax knowledge or experience handling tax-related documentation and compliance requirements.
• Familiarity with W-9, W-8BEN, and W-8BEN-E forms is strongly preferred.
• Experience in customer-facing roles, including phone support.
• Excellent verbal and written communication skills.
• Ability to analyze questions and interpret information accurately.
• Ability to remain calm, empathetic, and professional during difficult conversations.
• High accuracy when reviewing documents and responding to inquiries.
• Strong computer skills and proficiency with Microsoft Office and technology-heavy applications.
• Ability to work effectively with teams and independently in a remote environment.

Responsabilités

• Respond to inquiries regarding settlement processes, documentation, and tax-related requirements.
• Explain complex tax information in clear, professional language.
• Assist with tax documentation, including W-9, W-8BEN, and W-8BEN-E forms.
• Interpret explicit and implied questions and provide accurate responses.
• Learn and apply case-specific information to customer interactions.
• Handle inbound and potentially outbound phone calls professionally.
• De-escalate complaints and manage challenging conversations with empathy.
• Investigate issues, identify appropriate solutions, and resolve customer concerns.
• Review documentation carefully and maintain a high level of accuracy.
• Use Microsoft Office and technology-heavy applications to manage information.
• Collaborate with internal teams to ensure consistent and timely support.

Connaissances

Tax knowledge

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

De-escalation

Attention to detail

Technical skills

Team collaboration

Formation

J.D. from a U.S. law school

LL.M. from an accredited institution

Outils

Microsoft Office

Technology-heavy applications

Description du poste

We are seeking legally trained professionals with a strong tax background, excellent customer service skills, and outstanding verbal and written communication abilities.

The selected candidates will support settlement administration projects by responding to inquiries, explaining tax documentation requirements, resolving concerns, and providing accurate and professional assistance to individuals.

Key Responsibilities

• Respond to inquiries regarding settlement processes, documentation, and tax-related requirements.
• Explain complex tax information in clear, professional, and easy-to-understand language.
• Assist with tax documentation, including W-9, W-8BEN, and W-8BEN-E forms.
• Interpret explicit and implied questions and provide accurate responses.
• Learn and apply case-specific information to customer interactions.
• Handle inbound and potentially outbound phone calls professionally.
• De-escalate complaints and manage challenging conversations with empathy.
• Investigate issues, identify appropriate solutions, and resolve customer concerns.
• Review documentation carefully and maintain a high level of accuracy.
• Use Microsoft Office and technology-intensive applications to manage information and complete daily tasks.
• Collaborate with internal teams to ensure consistent and timely support.

Required Qualifications and Skills

• Education: JD from an accredited U.S. law school or LL.M. (Master of Laws) from an accredited institution. Education verification is mandatory.
• Tax Background: Strong tax knowledge or experience handling tax-related documentation and compliance requirements.
• Tax Forms: Familiarity with W-9, W-8BEN, and W-8BEN-E forms is strongly preferred.
• Customer Service: Experience in customer-facing roles, including phone support.
• Communication: Excellent verbal and written communication skills.
• Critical Thinking: Ability to analyze questions and interpret information accurately.
• Problem-Solving: Ability to investigate issues and identify effective solutions.
• De-escalation: Ability to remain calm, empathetic, and professional during difficult conversations.
• Attention to Detail: High accuracy when reviewing documents and responding to inquiries.
• Technical Skills: Strong computer skills and proficiency with Microsoft Office and technology-heavy applications.
• Collaboration: Ability to work effectively with teams and independently in a remote environment.