High Volume Onboarding Specialist

Position Summary

The High Volume Onboarding Specialist helps new professional tax-preparer customers successfully set up and use a software suite while also supporting essential employee-onboarding processes. This role combines technical aptitude, clear communication, careful documentation, and a customer-first mindset to create a smooth initial experience and support long-term retention.

Customer Onboarding Responsibilities

• Guide customers through initial setup and software installation.
• Assist with account creation and Electronic Filing Identification Number documentation uploads.
• Support data migration from previous software providers.
• Provide a positive initial experience that supports long-term customer retention.
• Serve as the primary point of contact during the initial post-purchase phase.
• Communicate by phone, email, and web-based tools to provide resources and documentation.

Employee Onboarding Responsibilities

• Coordinate pre-employment paperwork and benefits enrollment.
• Manage training schedules for new hires.
• Ensure compliance with company policies.
• Support offer letters, background checks, I-9 documentation, and identity-verification calls.
• Help create a welcoming environment and a smooth start for new employees.

Required Qualifications

• Strong technical aptitude with the ability to guide users through software installation, setup, and troubleshooting.
• Workday experience.
• Excellent phone, email, and web-based communication skills with a customer-first mindset.
• Experience handling onboarding processes such as offer letters, background checks, I-9s, and I-9 identity-verification calls.
• Knowledge of compliance requirements in taxation, finance, or a similar regulated industry.
• Bachelor's degree in Human Resources, Business Administration, or a related field, or equivalent experience.
• Strong organizational skills, attention to detail, and ability to maintain accurate records.

Work Model

• Fully remote position.
• Four-month W-2 contract expected to begin October 12, 2026.

PAY

$20–$25 per hour on W-2

Nova Talent Solutions partners with clients who are committed to equal employment opportunity. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable laws and regulations. RK