Onboarding Consultant for FinTech CPA Firm

Hello! We are a New Age, online-based tax preparation firm. We are CPAs in multiple states and work with clients 100% remotely. The majority of our clients are in NYC and in California. However, we have made inroads in other major US cities such as Philadelphia, Chicago and Portland, OR as well.

With the Pandemic, we have pivoted to an online-only, FinTech business model. We are looking for college talent to join our team this coming tax season, to fill the role of Client Onboarding Specialist - part time, for 10 to 20 hours a week.

The Client Onboarding Specialist will call clients and would-be clients through our proprietary phone app (call center) at the client's scheduled time. They (Specialist) will walk the client through creating an account and work order on our secure document portal, and sharing their tax documents with us. The Specialist will also inform the client or would-be client of the resources available on our website, such as the PriceTool, CPA's Free Guidance and Blog sections.

This role is a Very Important one - as the business owner, it is one of the last functions that I have delegated (to someone other than myself). It requires a friendly, open personality; good talking and listening skills; the ability to see things through logically; and, the ability to convey ideas clearly and in simple words to a listening client or would-be client.

We are not necessarily looking for Accounting majors for this role. Marketing, Communications and other majors - business and liberal arts students alike - are all welcome to apply.