Paralegal, Intake Specialist – ERTC

Zirtual

Paralegal for ERTC operation responsible for client intake calls and document coordination. Supporting a high-volume operation in a remote work environment.

Posted 5/12/2026contractRemote • Kansas, Montana, New York, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

- Conduct scripted intake calls with prospective clients
- Ask qualification questions using a provided framework
- Record and coordinate call transcripts for internal use
- Collect and organize client documentation within OneDrive
- Maintain accurate intake records and organized digital files
- Communicate professionally and efficiently with prospective clients
- Follow established workflows and processes with minimal supervision

Requirements

What you’ll need

- Business hour availability
- Reliable home internet and computer
- Remote work experience preferred

Benefits

Comp & perks

- Compensated a 1099 independent contractor

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

communicationorganizationprofessionalismefficiencyreliability