Tax Client Service Representative

About the role

Our Tax Solutions Department consistently strives for service excellence. Client Service Representatives support tax advisors and consistently deliver an exceptional tax client experience. This position will be onsite in the Vancouver, WA.

Pay

$29/hour to $30.77/hour.

Responsibilities

• Delivering exceptional service experiences with every phone, video conference and face-to-face client interaction
• Scheduling and confirming client appointments for the tax advisor team
• Managing and reviewing calendars for tax advisors and preparing appropriate materials based on upcoming appointments
• Completing all aspects of new client account onboarding
• Organize and prepare client tax documents for tax advisors' use in tax preparation
• Assemble and deliver client tax returns
• Ability to handle multiple tax advisors' client list and complex service situations
• Focusing on quality and accuracy of work
• Suggesting and implementing process improvements
• Special projects as needed

Requirements

Minimum 1 year of tax or financial services industry and client service experience preferred; BS/BA degree preferred.

Qualifications

• Passion for excellent service and client satisfaction
• Excellent verbal and written communication skills
• Strict attention to detail
• Ability to multi-task and prioritize work daily
• Flexibility and embraces change
• Strong team player and approachable
• High degree of professionalism

Skills

• Strong organizational, problem-solving, and analytical skills
• Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow systems
• Experience with Intuit Lacerte preferred

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non