Role Description Perform clerical functions related to filing, retrieval and distribution of documents and medical records in the assigned area. - Arrange and store incoming records according to procedure/protocol. - Find, research, and answer questions about records and files from authorized users. - Purge materials according to file maintenance guidelines and/or legal requirements. - Release information from medical records in response to properly authorized requests. Qualifications - High School diploma equivalency OR 1 year of applicable cumulative job specific experience required. - Required professional licensure/certification can be used in lieu of education or experience, if applicable. Benefits - Paid time off (PTO) - Various health insurance options & wellness plans - Retirement benefits including employer match plans - Long-term & short-term disability - Employee assistance programs (EAP) - Parental leave & adoption assistance - Tuition reimbursement - Ways to give back to your community

Role Description The Administrative Specialist – LumiLink Nursing Services supports the operational and administrative functions of the LumiLink Nurse Connect program. This non-clinical role assists with: - Dashboard monitoring and follow-up activities - Client-facing communication and reporting - Coordination of operational workflows that support nursing services and program delivery Responsibilities may include: - Outreach related to missed vital submissions - Documenting client interactions - Facilitating communication between clients and internal teams - Creating and organizing client-facing materials - Coordinating technology support follow-up as needed In addition, the Administrative Specialist provides administrative support to nursing leadership through: - Meeting coordination - Documentation management - Report organization - Scheduling support - Other operational tasks as assigned This position requires strong communication, organization, adaptability, and attention to detail in a fast-paced remote healthcare environment. Qualifications - Knowledge of administrative and operational workflows within healthcare, telehealth, or human services environments - Familiarity with remote monitoring platforms, dashboards, and communication systems (Preferred) - Understanding of HIPAA, confidentiality standards, data entry, and documentation best practices - Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced environment - Ability to communicate professionally and compassionately with clients, caregivers, and internal teams - Ability to follow structured workflows, escalation pathways, and action trees consistently and accurately - Experience coordinating schedules, meetings, reports, and administrative support tasks for multidisciplinary teams - Strong attention to detail with the ability to maintain accurate documentation and follow-up records - Proficiency in Microsoft Office, Teams, CRM/EHR systems, and other internal communication tools - Ability to identify and escalate non-clinical concerns appropriately while maintaining clear communication with nursing leadership - Ability to provide basic troubleshooting for LumiLink clients' iPads and RPS device support Requirements - Conduct timely outreach to clients regarding missed vitals or adherence alerts received through the LumiLink dashboard - Provide professional, courteous, and supportive communication while assisting clients with adherence-related follow-up activities - Maintain positive and professional relationships with clients, caregivers, and internal teams through responsive communication and follow-through - Serve as a point of contact for adherence-related outreach and non-clinical follow-up activities - Communicate and document client interactions, responses, and follow-up actions clearly and accurately within designated systems and workflows - Communicate relevant updates to nursing leadership and internal teams in a timely, professional, and organized manner - Partner with nursing leadership and internal support teams to coordinate adherence follow-up activities and operational tasks - Collaborate with technology support teams by submitting and tracking tickets related to client device or connectivity concerns - Coordinate with internal teams regarding client status updates, including hospitalization notifications, refusals, or temporary absences from the home - Utilize remote monitoring dashboards, CRM/EHR systems, and internal communication tools to track and document adherence activities - Navigate multiple systems and platforms to manage outreach activities, documentation, and follow-up tasks efficiently - Utilize Microsoft Teams, Outlook, and other digital tools to coordinate meetings, communications, documentation, and workflow activities - Coordinate adherence follow-up activities to support timely client outreach and operational consistency across the program - Organize reports, documentation, and operational records to support efficient program management and workflow organization - Coordinate operational workflows and administrative priorities across teams to support timely communication, task completion, and program efficiency - Manage multiple adherence alerts, outreach activities, and follow-up tasks simultaneously while maintaining accuracy and responsiveness - Navigate structured workflows and escalation pathways to ensure consistent handling of client responses and operational updates - Prioritize competing administrative responsibilities in a fast-paced remote healthcare environment while adapting to changing operational needs - Monitor adherence alerts and complete required outreach and documentation activities within established timelines - Ensure all client interactions, follow-up actions, and operational updates are documented accurately and consistently - Maintain accountability for confidentiality, accurate documentation, and compliance with organizational policies and HIPAA requirements in all communications and operational activities Benefits - Comprehensive medical, dental, and vision coverage, plus access to healthcare advocacy support - Retirement plan -- both pre-tax and Roth (after-tax) options available for employee contributions - DailyPay -- access your pay when you need it! - On the Goga well-being platform, featuring self-care tools and resources - Access Care.com for backup childcare, elder care, and household services - Confidential counseling, legal, and financial services through our Employee Assistance Program (EAP) - Tuition reimbursement and educational partnerships - Employee discounts and savings programs on entertainment, travel, and lifestyle - Access to Pryor Online Learning for free online personal development classes Learn more about our full benefits package - here . Company Description Merakey is a non-profit provider of developmental, behavioral health, and education services. More than 8,000 employees provide support to nearly 40,000 individuals and families throughout 12 states across the country each year. Merakey strictly follows a zero-tolerance policy for abuse. Merakey is proud to be an Equal Opportunity Employer! We deeply value diversity and do not discriminate on the basis of race, religion, color, national origin, ethnic background, sex, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or disability status. Moreover, we are committed to creating teams that reflect the diversity of the communities we serve and encourage applicants from underrepresented backgrounds to apply. Merakey welcomes all Veterans to apply!

• Manage client communications via phone and email. • Follow up on outstanding documents and requests. • Provide updates on tax return status and workflow progress. • Coordinate appointments and scheduling. • Route technical tax questions to the appropriate team members. • Contact the IRS and Franchise Tax Board regarding notices and correspondence. • Pull tax transcripts and maintain detailed records. • Request penalty abatements and assist with administrative tax resolutions. • Research balances, payments, filing history, and notices. • Follow up on unresolved client matters. • Assist with LLC formations and business registrations. • Coordinate Secretary of State filings and Statements of Information. • Support S-Corporation election filings. • Track compliance deadlines and annual filing requirements. • Coordinate quarterly estimated tax payment schedules. • Maintain internal tracking systems and spreadsheets. • Support tax return workflow management and delivery. • Keep client records accurate and up to date. • Serve as a liaison between clients and internal departments.

Role Description As a Tax Operations & Client Success Specialist, you will play a vital role in managing tax-related processes and fostering positive relationships with clients. You will collaborate with various teams to ensure tax compliance and deliver exceptional service to clients. Key Responsibilities - Client Communication & Coordination - Manage client communications via phone and email. - Follow up on outstanding documents and requests. - Provide updates on tax return status and workflow progress. - Coordinate appointments and scheduling. - Route technical tax questions to the appropriate team members. - IRS & Tax Administration - Contact the IRS and Franchise Tax Board regarding notices and correspondence. - Pull tax transcripts and maintain detailed records. - Request penalty abatements and assist with administrative tax resolutions. - Research balances, payments, filing history, and notices. - Follow up on unresolved client matters. - Entity Filings & Compliance Support - Assist with LLC formations and business registrations. - Coordinate Secretary of State filings and Statements of Information. - Support S-Corporation election filings. - Track compliance deadlines and annual filing requirements. - Workflow & Operations - Coordinate quarterly estimated tax payment schedules. - Maintain internal tracking systems and spreadsheets. - Support tax return workflow management and delivery. - Keep client records accurate and up to date. - Serve as a liaison between clients and internal departments. Qualifications - Prior experience working in a U.S. tax office, CPA firm, accounting firm, or tax resolution firm. - Experience handling IRS correspondence and tax-related administrative workflows. - Strong written and verbal English communication skills. - Excellent organizational skills and attention to detail. - Comfortable speaking with clients and government agencies. - Strong proficiency with Google Workspace and spreadsheets. - Ability to manage multiple priorities in a fast-paced environment. Benefits - Competitive salary (USD) - Work From Home - Flexible hours