We are currently seeking a High-Volume Onboarding Specialist for a 4-month REMOTE contract. 3 years of required experience. Competitive rate.
This role focuses on helping new professional tax preparer clients successfully set up and use the TaxAct software suite.
Responsibilities:
Guiding customers through initial setup and software installation.
Assisting with account creation and EFIN (Electronic Filing Identification Number) documentation uploads.
Supporting data migration from previous software providers.
Providing a positive initial experience to foster long-term customer retention.
Serving as the primary point of contact during the initial post-purchase phase.
Communicating via phone, email, and web-based tools to provide resources and documentation.
Responsibilities:
Coordinating pre-employment paperwork and benefits enrollment.
Managing training schedules for new hires.
Ensuring compliance with company policies.
Fostering a welcoming internal environment and smooth start for new employees.
Employees in this type of role generally need a bachelor's degree in a related field like Human Resources or Business Administration, along with must have strong organizational and communication skills.
High Volume Onboarding Specialist - REMOTE in Coppell at IA Recruiting
- Other openings
- 16
- Hiring in
- 9 locations
IA Recruiting currently has 16 other roles open on LocalWork across 9 locations. If this particular role is not the right fit, their other openings may be.
This position is listed as contract and able to be worked remotely. It was posted 3 days ago.