Client Support Specialist for a U.S. Tax Adivsory Firm at Paired

, , Dominican Republic -

Full Time

Start Date

Immediate

Expiry Date

18 May, 26

Salary

0.0

Posted On

17 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Support, Communication, Problem-Solving, Organization, Attention To Detail, Follow-Through, Technology, CRM Systems, Onboarding, Project Management, Client Relationship Management, Proactive Issue Identification, System Refinement

Industry

Outsourcing and Offshoring Consulting

Description

Paired is a global staffing and recruiting agency that pairs remote work with top-tier talent. We admire the importance of innovative social media strategies and are committed to connecting talented individuals with great companies that need their unique skills. Our mission is to provide great jobs to gifted people, regardless of location. Role Overview Our client is a U.S.-based boutique tax advisory firm specializing in helping high-net-worth individuals and business owners legally reduce their tax liabilities. They pride themselves in delivering a white glove client experience — proactive, individualized, and detail-oriented service that ensures every client feels supported at every stage of their journey. We are seeking a highly organized and client-focused Client Support Specialist to join our team. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and has experience supporting high-value clients in professional services settings (tax, legal, financial, or related fields). Your Responsibilities Deliver white glove service to clients by managing communications across email, phone, text, Slack, and CRM systems. Support client onboarding, including conducting welcome calls, setting up portals, and coordinating information gathering. Track and manage ongoing projects (e.g., tax preparation, entity setup, onboarding programs), ensuring deadlines are met. Maintain CRM systems (Canopy, Sales Automator) with accurate notes, updates, and task assignments for Tax Professionals. Schedule meetings and calls, coordinate quarterly client reviews, and provide sales and event support when needed. Develop and refine systems and processes to improve Client Support team efficiency and client satisfaction. Proactively identify and escalate issues to ensure client needs are met without delay. 1–3 years of experience in client service, customer success, or operations roles with U.S. based clients (experience with high-value clients in tax, financial, or professional services a strong plus). Excellent spoken and written English communication skills Proven ability to manage multiple projects, deadlines, and client communications simultaneously. High level of organization, attention to detail, and follow-through. Comfortable with technology and remote work tools (e.g., Slack, CRMs, Google Workspace, Zoom, workflow platforms). Demonstrated integrity, professionalism, and client orientation. Nice to Haves: Experience in tax, accounting, legal, or financial services environments. Familiarity with Canopy, Sales Automator, or similar CRM/project management platforms. Experience supporting events, sales initiatives, or client-facing programs.

Responsibilities

The specialist will deliver white glove service by managing client communications across various platforms and supporting client onboarding processes, including welcome calls and portal setup. Responsibilities also include tracking ongoing projects, maintaining CRM systems accurately, and scheduling client reviews.