Client Tax Coordinator

Key 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.

• 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.

• Process client agreements accurately and efficiently.
• Manage payment transactions, ensuring timely and correct execution of all financial processes.

• Consistently demonstrates ethical behavior.
• Addresses minor ethical issues independently.
• Ensures confidentiality and privacy in more complex situations.

• Manages own workload and meets deadlines with minimal supervision.
• Takes responsibility for the outcomes of projects.
• Proactively addresses issues and takes corrective actions.

• Addresses customer needs independently.
• Handles more complex customer inquiries and complaints.
• Consistently seeks ways to improve customer satisfaction.

• Plans and organizes own work efficiently.
• Balances multiple tasks and projects effectively.
• Uses advanced organizational tools to manage time.

• Communicates effectively in a variety of settings.
• Tailors messages to the audience and situation.
• Facilitates productive discussions and meetings.

• Contributes to team goals and objectives.
• Builds positive relationships with team members.
• Resolves minor conflicts within the team.

• Takes initiative to improve processes and outcomes.
• Manages own workload and sets personal goals.
• Pursues continuous learning and development.

• Minimum 2 years of customer service background.
• Bachelor’s degree in Accounting, Finance, or a 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.

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

• 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.

Please note that a full background check and drug screen are required for employment.