Job Title: Client Services Project Specialist Location: Remote (Candidates must reside within 50 miles of an approved hiring hub) Duration: 12 Months, with potential for extension Work Schedule: 8:00 AM – 5:00 PM PT during training. Regular work hours are 8:00 AM – 5:00 PM, with flexibility within the assigned time zone. Interview Process: One video interview via Microsoft Teams Job Description: We are seeking a detail-oriented Client Services Project Specialist with a strong tax background, excellent communication skills, and a customer-focused approach. The ideal candidate will assist individuals with tax-related inquiries, interpret settlement information, resolve concerns, and provide professional support over the phone. Key Responsibilities: Respond to tax-related inquiries and explain complex information clearly and professionally. Review and interpret tax documentation and compliance requirements. Assist with W-9, W-8BEN, and W-8BEN-E forms. Address stated and implied questions accurately by understanding settlement-related information. Contact individuals directly when needed to resolve concerns and de-escalate complaints. Provide excellent customer service while maintaining professional phone etiquette. Use critical thinking and problem-solving skills to resolve inquiries efficiently. Work collaboratively with team members and use Microsoft Office and other technology-based applications. Required Qualifications: JD from an accredited U.S. law school or an LLM (Master of Laws) from an accredited institution. Strong tax knowledge and understanding of tax documentation and compliance. Excellent customer service skills and phone communication experience. Clear and professional verbal and written communication. Strong critical thinking, attention to detail, and problem-solving skills. Ability to handle challenging conversations with empathy and professionalism. Strong computer skills and proficiency with Microsoft Office. Ability to quickly learn complex case information and apply it accurately when assisting individuals. Preferred Qualifications: Experience working with W-9, W-8BEN, and W-8BEN-E forms. Experience handling tax-related inquiries, compliance documentation, or customer support. Ability to manage sensitive or challenging customer interactions professionally.