Client Resolution Coordinator

**Position Overview** Oakmont Tax Relief is seeking a compassionate, organized, and client\-focused **Client Resolution Coordinator** to support individuals and businesses throughout the tax resolution process. This fully remote position serves as a primary point of contact for clients, helping coordinate onboarding, document collection, appointment scheduling, and ongoing case communications while ensuring a smooth and professional client experience. The ideal candidate is an excellent communicator who enjoys helping people, managing multiple priorities, and delivering exceptional administrative support in a fast\-paced environment. **Key Responsibilities** **Client Support** * Serve as the primary contact for clients via phone, email, chat, and secure messaging platforms. * Respond to non\-technical questions regarding the client process, required documentation, appointments, and case status. * Provide timely updates throughout the client journey while maintaining a high level of professionalism and confidentiality. * Escalate tax\-specific or legal questions to the appropriate licensed professionals. **Case Coordination** * Coordinate the onboarding process for new clients from initial engagement through case setup. * Collect, organize, and monitor required client documentation. * Schedule consultations, follow\-up meetings, and document review appointments. * Track case milestones and follow up on outstanding requests to help keep cases moving efficiently. **Administrative Operations** * Maintain accurate electronic client files and case records. * Perform data entry using CRM, document management, and case tracking systems. * Prepare correspondence, reports, and administrative documentation. * Verify that client records remain complete, accurate, and up to date. **Team Collaboration** * Work closely with case managers, tax professionals, and administrative teams to coordinate client activities. * Communicate updates regarding client progress and outstanding action items. * Support process improvement initiatives that enhance efficiency and client satisfaction. * Assist with special projects and additional administrative responsibilities as assigned. **Qualifications** **Required** * High school diploma or equivalent. * Minimum 1 year of experience in customer service, client support, financial services, banking, legal administration, office administration, case coordination, call center operations, or administrative support. * Excellent verbal and written communication skills. * Strong organizational and time\-management abilities. * Ability to manage multiple priorities while maintaining attention to detail. * Ability to work independently in a fully remote work environment. * Proficiency with Microsoft Office, Google Workspace, CRM systems, and web\-based business applications. **Preferred** * Associate's or Bachelor's degree in Business Administration, Finance, Communications, Legal Studies, or a related field. * Experienc