Client Tax Coordinator

Location: Oak Ridge

Job Purpose:

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.

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.

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.

Competencies:

Integrity Consistently demonstrates ethical behavior.

Addresses minor ethical issues independently.

Ensures confidentiality and privacy in more complex situations.

Accountability Manages own workload and meets deadlines with minimal supervision.

Takes responsibility for the outcomes of projects.

Proactively addresses issues and takes corrective actions.

Customer Focused Addresses customer needs independently.

Handles more complex customer inquiries and complaints.

Consistently seeks ways to improve customer satisfaction.

Time Management / Organization Plans and organizes own work efficiently.

Balances multiple tasks and projects effectively.

Uses advanced organizational tools to manage time.

Communication Communicates effectively in a variety of settings.

Tailors messages to the audience and situation.

Facilitates productive discussions and meetings.

Teamwork Contributes to team goals and objectives.

Builds positive relationships with team members.

Resolves minor conflicts within the team.

Self-Motivated Takes initiative to improve processes and outcomes.

Manages own workload and sets personal goals.

Pursues continuous learning and development.

Required Qualifications:

Minimum 2 years of customer service background.

Bachelor’s degree in Accounting, Finance or 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.

Salesforce CRM experience a plus.

Performance Metrics:

Client Satisfaction:
Measured by client feedback and satisfaction survey results.

Efficiency:
Timely completion of client onboarding and coordination tasks.

Communication:
Responsiveness to client communication within 1 business day.

Accuracy:
Ensuring accuracy in documentation and client interactions.

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!

Anderson Business Advisors is an award-winning workplace - voted Top Places to Work for 6 consecutive years by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning…