Client File Review Specialist

Are you known for your "eagle eye" and love for order? We are looking for a meticulous Client File Review Specialist to ensure our data is flawless before it hits the final processing stage. This is a critical behind-the-scenes role where your attention to detail directly impacts our success.

If you enjoy working independently, solving puzzles in data, and being part of a high-growth internal team, we want to hear from you!

The Mission

• Conduct deep-dive reviews of client files post-data entry to ensure 100% accuracy.
• Identify missing info or inconsistencies and document them clearly for our outreach team.
• Manage digital files and ensure everything is correctly classified, named, and ready for professional tax reporting.
• Act as the final gatekeeper, ensuring every file is complete and error-free.
  
  

• High proficiency in both Hebrew and English is a must.
• A proven track record of performing accurate, thorough work without constant supervision.
• Comfortable with Google Drive, digital documents, and online forms.
• Familiarity with financial documents (Form 106, 867, bank statements) is a huge plus!
  
  

• 100% internal collaboration—no direct client communication required.
• Full-time, remote position (with occasional in-person meetups).
• We provide comprehensive training on our internal tools and methodologies to set you up for success.