**Responsibilities**: - Client Outreach: Regularly contact clients to provide updates and gather necessary information. - Data Entry: Accurately input and manage client information in the CRM system. - Case Management: Oversee and manage client cases from initiation to resolution. - Documentation: Maintain detailed and organized records of all client interactions and case progress. - Problem-Solving: Address and resolve any issues or concerns that arise during the case management process. - Reporting: Generate and review reports to track case progress and outcomes. - Tax Matter Understanding: While not necessary, an understanding of income/payroll tax would be helpful. **Skills and Qualifications - Hard and Soft Skills**: - Phone Skills: Proficient in handling phone calls, including active listening and clear communication. - Data Entry: High accuracy and speed in entering data into the CRM system. - CRM Proficiency: Ability to use Litify or similar CRM systems effectively. - Attention to Detail: Keen eye for detail to ensure all information is accurate and complete. - Reading Comprehension: Strong ability to understand and interpret written information. - Client Outreach Experience: Previous experience in reaching out to clients and managing client relationships. - High Level of English: Excellent proficiency in English, both written and spoken. - Tax Knowledge: Basic understanding of income/payroll tax is beneficial. Tipo de puesto: Tiempo completo