Onboarding Specialist
yellow business servicesNew York (NY)
About the role
Yellow Business Services Co. seeks an experienced 1040 Individual Tax Onboarding Specialist in New York. You will educate clients on tax processes, guide documentation, and deliver exceptional service to ensure a smooth onboarding journey. You will review documents for accuracy, conduct onboarding sessions, and support tax preparers to ensure seamless client transitions, staying current with regulatory changes and industry trends.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
More like this