Job Overview

Our client is looking for a proactive and detail-oriented Operations Coordinator to support their administrative and customer service functions. This role is essential for maintaining efficiency across tax and legal service divisions, requiring a candidate who can manage complex scheduling and professional client communications.

Schedule

• Flexible between 8:00 AM - 6:00 PM EST (40 work hours per week)

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Responsibilities

• Answer and manage incoming phone calls using the Zoom Phone system
• Schedule, confirm, and manage appointments across multiple calendars
• Handle email management and client communications via G Suite
• Perform customer service functions, including directing clients to appropriate resources
• Conduct annual report research by accessing state websites and updating CRM with due dates
• Follow up with clients on outstanding document requests and compliance matters
• Organize and manage electronic files and documentation systems
• Coordinate travel arrangements, including flight changes and ground transportation
• Perform data entry and database management tasks
• Handle administrative overflow tasks during busy periods
• Manage client onboarding processes and checklists
• Send documents and links to clients via various platforms

Requirements

• Excellent English communication skills
• Proficiency in G Suite (Gmail, Google Drive, Google Calendar)
• Experience with web-based CRM systems
• Familiarity with Zoom Phone or similar VoIP systems
• Strong organizational and multitasking abilities
• Proactive problem-solving mindset with ability to work independently
• Experience in customer service or administrative support roles
• Ability to work Eastern Standard Time hours (flexible between 8 AM - 6 PM)
• Reliable internet connection and professional home office setup
• Experience with DocuSign and cloud-based file sharing systems

Scope

• Primary focus on administrative and customer service functions
• Potential for role expansion into specialized areas as business grows
• Direct integration with existing office team and systems
• International client base requiring professional communication standards
• Post-tax season timing with potential for immediate start
• Opportunity to cross-train across both tax and legal service divisions

Side Note

This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder

Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.