Client Tax Coordinator

About the role

To serve as the main point of contact for tax clients, ensuring they receive high-quality customer service and support. This role involves conducting onboarding calls, scheduling appointments, responding to client inquiries, and coordinating with various internal departments to meet client needs.

Responsibilities

• Client Communication: Provide customer service and be the point of contact for all tax-related services for clients.
• Schedule and perform welcome calls for new tax clients.
• Respond to all correspondence within 1 business day.
• Call and/or correspond via email with clients to provide information, answer questions, and follow through on requests. Expect a higher volume of calls and emails during peak periods.
• Coordination: Work with members of various internal departments to address client needs.
• Document the receipt of signed client documents.
• Utilize the resources and knowledge of each professional in their respective departments.
• Ensure all tasks are completed within established deadlines.
• Communicate and share necessary information promptly, ensuring seamless workflows and maintaining efficiency.
• Administrative Tasks: Process client agreements accurately and efficiently.
• Manage payment transactions, ensuring timely and correct execution of all financial processes.

Qualifications

• Minimum 2 years of customer service background.
• Bachelor’s degree in Accounting, Finance, or business related field.
• Ability to coordinate with multiple departments for various client needs and requests.
• High degree of accuracy and attention to detail.
• Knowledge of G Suite, Word, and Excel.
• Ability to establish rapport with clients and build strong relationships in a friendly and confident manner.
• Ability to prioritize work and complete duties accurately and timely.
• Ability to work independently without direct supervision.
• Comfortable working in a fast-paced environment.

Preferred Qualifications

• Minimum of 2 years of professional-level work experience.
• Previous experience in a tax firm is a plus.
• Previous Salesforce CRM experience a plus.

Benefits

Anderson Business Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.