About the job
At Paired, we are a global staffing and recruiting agency dedicated to matching exceptional remote talent with leading companies. We recognize the significance of innovative social media strategies and strive to connect skilled individuals with organizations that value their unique expertise. Our mission is to empower talented professionals by offering outstanding job opportunities regardless of geographical boundaries.
Role Overview
Our client, a boutique tax advisory firm based in the U.S., specializes in assisting high-net-worth individuals and business owners in legally minimizing their tax liabilities. They are committed to delivering a white glove client experience, characterized by proactive, tailored, and detail-oriented service that ensures every client feels valued throughout their journey.
We are on the lookout for a highly organized and client-centric Client Support Specialist to enhance our team. This position is perfect for individuals who excel in dynamic environments, enjoy tackling challenges, and have a track record of supporting high-value clients in professional service settings such as tax, legal, or financial services.
Your Responsibilities
- Provide exceptional service to clients by managing communications through various channels including email, phone, text, Slack, and CRM systems.
- Facilitate client onboarding processes, including conducting welcome calls, setting up portals, and coordinating information collection.
- Monitor and manage ongoing projects (e.g., tax preparation, entity setup, onboarding programs), ensuring that deadlines are consistently met.
- Maintain CRM systems (e.g., Canopy, Sales Automator) with precise notes, updates, and task assignments for Tax Professionals.
- Coordinate meetings and calls, organize quarterly client reviews, and assist with sales and event support as necessary.
- Develop and optimize systems and processes to enhance Client Support team efficiency and client satisfaction.
- Proactively identify and escalate issues to ensure prompt resolution of client needs.
Requirements
- 1–3 years of experience in client service, customer success, or operations roles, preferably with U.S.-based clients (experience with high-value clients in tax, financial, or professional services is a strong advantage).
- Outstanding spoken and written English communication skills.
- Proven ability to juggle multiple projects, deadlines, and client communications concurrently.
- Exceptional organizational skills, attention to detail, and commitment to follow-through.
- Proficient with technology and remote work tools (e.g., Slack, CRMs, Google Workspace, Zoom, workflow platforms).
- Exemplary integrity, professionalism, and client-oriented mindset.
Nice to Haves:
- Experience in tax, accounting, legal, or financial services environments.
- Familiarity with Canopy, Sales Automator, or similar CRM/project management platforms.

