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Remote Operations Associate: Client Transition & Case Intake

Remote / Online - Candidates ideally in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Ryan LLC
Remote/Work from Home position
Listed on 2026-01-23
Job specializations:
  • Business
    Business Administration
Job Description & How to Apply Below
A leading tax services firm in Scottsdale is looking for an Operations Associate to support client transitions and case intake processes. The ideal candidate will manage data, collaborate with various teams, and ensure accurate documentation. Responsibilities include onboarding new clients, handling the appeal intake process, and working with data management tools like Salesforce and Smartsheet. This role requires a bachelor's degree and 3-5 years experience in the professional services industry.
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Position Requirements
10+ Years work experience
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