Client Services Project Specialist

Overview

This role is a remote, contract assignment supporting a client in legal services and settlement administration. The organization is seeking a Project Attorney/Specialist with a strong tax background to handle complex settlement and tax-related customer and class member inquiries.

Responsibilities

• Respond to complex customer and client inquiries via phone, email, and written correspondence.
• Explain tax-related concepts and settlement processes clearly and professionally.
• Serve as an escalation point for inquiries that cannot be resolved through standard processes.
• Deliver exceptional customer service while handling sensitive and escalated situations.
• Resolve customer concerns with empathy, professionalism, and sound judgment.
• Collaborate closely with project managers, supervisors, clients, and internal teams.
• Develop, review, and maintain scripting, procedures, and workflow documentation.
• Monitor case activity and identify opportunities for process improvements.
• Implement supervisor and project manager feedback promptly and effectively.
• Ensure all assigned work is completed accurately, on time, and in compliance with project requirements.
• Maintain strict confidentiality while handling sensitive client and customer information.

Requirements

Required Qualifications

• JD from an accredited U.S. law school OR foreign law degree plus LLM required.
• Bar license is not required.
• Strong tax background required.
• Experience reviewing and discussing tax documentation and compliance requirements.
• Ability to understand and explain W-9, W-8BEN, and W-8BEN-E forms.
• Exceptional verbal and written communication skills.
• Strong customer service and professional phone communication skills.
• Demonstrated critical thinking and problem-solving abilities.
• Outstanding attention to detail and organizational skills.
• Strong computer proficiency and ability to learn technology-heavy applications quickly.
• Proficiency with Microsoft Word, Excel, Access, and Outlook.
• Ability to manage changing priorities in a fast-paced environment.
• Strong collaboration skills and a team-oriented mindset.
• Successful completion of education verification and background screening.

Preferred Qualifications

• Experience with tax compliance documentation, including W-9, W-8BEN, and W-8BEN-E forms.
• Prior experience handling escalated customer inquiries.
• Experience de-escalating challenging customer situations.
• Experience supporting legal services, claims administration, settlement administration, compliance, or related industries.
• Ability to quickly learn complex case details and apply information effectively during customer interactions.

Compensation & Benefits

• Pay Rate: $30.00/hour
• Benefits: Medical, dental, vision, life insurance, 401(k), PTO, and sick leave
• Assignment lengths are estimated based on workload and project scope; assignments may be extended based on business needs, quality, and productivity. Project durations may be longer or shorter than originally anticipated.

Location & Schedule

• Location: Remote
• Schedule: Flexible, approximately 8:00 AM - 5:00 PM
• Start Date: November 9, 2026
• Type: Contract Assignment
• Job No: Para_1506
• Approved States: Arizona, Washington DC, Florida, Illinois, Kansas, Missouri, New York, North Carolina, Ohio, Oregon, Tennessee, Maryland, New Jersey, South Carolina, Virginia, Washington, Alabama, Colorado, Connecticut, Delaware, Georgia, Idaho, Indiana, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Nevada, Oklahoma, Pennsylvania, Texas, Utah, Wisconsin