Paralegal / Intake Specialist - ERTC

Overview

This role involves providing virtual paralegal support to law firms, focusing on client intake and document coordination for a high-volume Employee Retention Tax Credit (ERTC) operation. The position is project-based, expected to last approximately 6–8 weeks, with an anticipated workload of around 80 hours per month.

Responsibilities

• Conduct scripted intake calls with prospective clients
• Ask qualification questions using a provided framework
• Record and coordinate call transcripts for internal use
• Collect and organize client documentation within Microsoft OneDrive
• Maintain accurate intake records and organized digital files
• Communicate professionally and efficiently with prospective clients
• Follow established workflows and processes with minimal supervision

Requirements

• Prior paralegal or legal intake experience
• Comfortable conducting live client calls
• Strong organizational and communication skills
• Experience with Microsoft 365 and cloud-based file management
• Ability to work independently in a remote environment
• US-based candidate required
• Business hour availability
• Reliable home internet and computer
• Remote work experience preferred

Preferred Qualifications

• Familiarity with tax or financial services
• Experience with ERTC matters
• Experience following structured intake scripts and workflows
• Ability to ramp up quickly in a fast-moving environment

Compensation & Benefits

• This is a fully remote, project-based position
• Compensation as a 1099 independent contractor

Location

• Fully remote
• Central Time preferred; Eastern Time candidates also considered
• Immediate start preferred