Cross-Border Tax Intake Strategist

5 days ago

Remote, Canada Brij Professional Corporation Full time

Company: Brij Professional Corporation

Location: Remote

Position Type: Ongoing Independent Contractor

About Us:

At Brij Professional Corporation, the Cross-Border Tax Intake Strategist will play a vital role in ensuring a seamless client intake and onboarding experience, maintaining strong client relationships, and driving customer success. The ideal candidate will be highly organized, customer-focused, and skilled in communication, with a passion for delivering exceptional service. Given the complex nature of our office, superior attention to detail, strong critical thinking and problem solving skills are also required, along with the ability to work in a fast pace environment.

Key Responsibilities:

Client Intake & Onboarding:

  • Monitor, respond to and follow-up with prospects, ensuring all client inquiries are addressed.
  • Draft, customize, and release client proposals tailored to individual needs.
  • Create and send personalized video overviews of proposals and meet with clients to discuss proposals to enhance client understanding and engagement.
  • Confirm timelines for client requests, ensuring clear communication and adding appropriate response buffers.

Client Communication & Support:

  • Respond promptly and professionally to client queries, providing accurate and helpful information.
  • Collaborate with senior accountants to ensure accurate and timely responses to client inquiries.
  • Draft email responses to clients, maintaining a professional and client-focused tone.
  • Conduct regular check-ins with priority clients to ensure satisfaction and address any concerns.
  • Make follow-up calls to clients to maintain strong relationships and gather feedback.

Client Success & Reporting:

  • Track and report on client leads to identify trends and opportunities for improvement.
  • Follow up on client leads to nurture relationships and convert prospects into clients.
  • Share and implement best practices for the proposal management system to improve efficiency and effectiveness.

Qualifications:

  • Prior experience (2+ years) in client service, intake coordination, or onboarding roles, ideally within a professional services or financial environment.
  • Strong communication and interpersonal skills for engaging with clients and internal teams.
  • Exceptional attention to detail and organizational skills for managing client data and documentation.
  • Ability to manage multiple client cases simultaneously while maintaining quality and compliance standards.
  • Comfortable using CRM platforms, digital onboarding tools, and cloud-based documentation systems.
  • Proven ability to follow and improve established workflows and processes.
  • Self-motivated and comfortable working independently in a remote setting.
  • Understanding of tax or accounting principles is a plus but not required.
  • A bachelors degree or higher.

Apply here

Job Type: Full-time

Pay: $30.00-$50.00 per hour

Benefits:

  • Flexible schedule
  • Work from home

Application question(s):

  • Are you based in Canada?

Education:

  • Bachelor's Degree (required)

Experience:

  • Office: 1 year (required)

Location:

  • Remote (preferred)

Work Location: Remote

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