Description
Kelly is hiring!
We are looking for a motivated and client-focused individual to join our clients team as a Client Outreach Specialist (Tax Services). In this role, you will make outbound calls to past clients, offering them the opportunity to review their tax filings and apply for eligible credits for a fee. You will play a key role in helping clients maximize their tax benefits while delivering a professional and informative customer experience.
Please note: this is a permanent position.
Key Responsibilities:
- Make 60–80 outbound calls per day to past clients to discuss potential tax adjustments.
- Identify missing tax credits and explain the process for applying adjustments.
- Follow a call script and CRM workflow (Zoho) to ensure consistent, accurate client interactions.
- Maintain detailed records of client conversations and outcomes in the CRM system.
- Provide excellent customer service while promoting the value of tax adjustment services.
- Participate in training to learn the CRM, call scripts, and best practices for client engagement.
- Strong communication and interpersonal skills with a professional phone manner.
- Comfortable making high-volume outbound calls (60–80/day).
- Ability to follow scripts and CRM workflows accurately.
- Highly organized with attention to detail and the ability to track client interactions.
- Self-motivated and able to work independently in a remote environment.
- Experience with CRM systems is an asset; training will be provided.
- Must be legally eligible to work in Canada.
What's in it for you?
- Be a key contributor to customer experience and tax operations
- Work in a structured, supportive environment
- Access to thousands of learning opportunities through myKelly.
- Work in a remote capacity (preference will be given to candidates in the Fraser Valley, West Coast and Lower Mainland areas)
- A pay rate of 20-25/hr depending on experience
Why Kelly®?
As a worker today, it's up to you to take charge of your career and look for opportunities to learn, grow and achieve your potential. Helping you find what's next is what we're all about. We know what's going on in the evolving world of work—just ask the nearly 500,000 people we employ each year. Connecting with us means getting the support, guidance and opportunities needed to take your career where you may have never imagined.
About Kelly®
At Kelly, we're always thinking about what's next and advising job seekers on new ways of working to reach their full potential. In fact, we're a leading advocate for temporary/non-traditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best and our employment opportunities span a wide variety of workstyles, skill levels and industries around the world.
Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.
Get a complete career fit with Kelly®.
You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.Kelly is committed to providing a workplace environment that is inclusive and respects the dignity of those in our workforce. Consistent with that commitment, Kelly will ensure that persons who are otherwise able to work are not unfairly excluded from doing so based upon any grounds protected by applicable human rights legislation, and will make all reasonable efforts to accommodate the needs of applicants and employees in all employment processes including but not limited to, hiring, advancement, discharge, compensation, or training.
Apply on company website