To support the resolution of client information for tax readiness, the full-time temporary Client Information Specialist will manage open client issues, conduct outreach for necessary data, and facilitate a bank account migration, all while working remotely. Key Responsibilities Drive resolution of open client-information items to ensure timely preparation and filing of Form 990-PF Conduct outreach to clients and colleagues for necessary data and assist in resolving operational matters Coordinate communication regarding the US Bank account migration and ensure secure handling of sensitive information Required Qualifications Project-management experience, preferably in a business-services sector Strong technical proficiency with Microsoft Outlook, Excel, and Word; familiarity with Salesforce is a plus Ability to learn proprietary systems quickly and work independently Bachelor's degree preferred, ideally in business, management, or operations Prior experience in temporary or contract roles focused on backlog reduction or busy-season support is advantageous