More jobs:
Hybrid Tax Client Concierge & Onboarding
Job in
Draper, Salt Lake County, Utah, 84020, USA
Listed on 2026-07-30
Listing for:
Anderson Business Advisors
Full Time
position Listed on 2026-07-30
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management
Job Description & How to Apply Below
Anderson Business Advisors seeks a detail-oriented Tax Client Services Coordinator to serve as the primary contact for tax clients. You will conduct onboarding calls, schedule appointments, and respond to inquiries while coordinating with internal departments to meet client needs.
Responsibilities include welcoming new clients, documenting signed documents, and ensuring timely completion of tasks and payments. A fast-paced environment and strong relationship skills are essential for success.
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