Tax Client Service Specialist

Allworth Financial, a respected independent financial advisory firm, is seeking a dedicated Tax Client Service Specialist to join its Tax Solutions Department. The company is known for its expertise in retirement planning, investment advising, and 401(k) management, offering comprehensive financial planning solutions designed to help clients achieve both their short-term and long-term goals. Our collaborative team environment ensures that clients receive expert advice and exceptional service throughout their financial journey.

The Tax Client Service Specialist is a crucial member of the tax solutions team, supporting tax advisors and ensuring each client interaction is seamless and positive. This position offers the opportunity to directly impact client satisfaction by coordinating appointments, handling documentation, and facilitating the onboarding of new clients. If you are passionate about delivering high-quality service in a dynamic environment, this is an excellent chance to advance your career in the tax and financial services industry.

The position is based onsite in Lynnfield, MA, providing the benefits of working within a thriving business community.

The Tax Client Service Specialist is responsible for supporting tax advisors by managing client communications, scheduling, and documentation. This role is vital in ensuring that clients receive outstanding experiences during each interaction, and that all tax-related processes run efficiently and accurately. By joining our team, you will play a key part in helping clients prepare for a secure financial future.

• Deliver exceptional service during every phone call, video conference, and face-to-face client interaction.
• Schedule and confirm appointments for tax advisors, ensuring calendars are up-to-date.
• Prepare and organize materials and documentation for upcoming client meetings and appointments.
• Handle all aspects of new client account onboarding, ensuring a smooth transition for clients.
• Collect, organize, and prepare client tax documents for use by tax advisors during tax preparation.
• Assemble and deliver completed tax returns to clients in a timely and professional manner.
• Manage multiple tax advisor client lists and effectively resolve complex service situations.
• Maintain focus on the quality and accuracy of all work performed.
• Identify, suggest, and implement process improvements to enhance service delivery.
• Participate in special projects as assigned, contributing to the overall success of the tax department.

• Competitive hourly compensation, commensurate with experience and industry standards.
• Potential for career advancement within a well-established financial advisory firm.
• Opportunities to collaborate with experienced professionals in tax, investment, and retirement planning.
• Comprehensive benefits package, including health, dental, and retirement plan options, designed to support your well-being and future security.
• Onsite position fostering team engagement and professional growth within a supportive company culture.

• Demonstrated passion for excellent service and client satisfaction.
• Outstanding verbal and written communication skills for effective client interactions.
• At least one year of experience in the tax or financial services industry, with a focus on client service, is preferred.
• Exceptional attention to detail and accuracy in work processes.
• Ability to manage multiple tasks and prioritize daily workload efficiently.
• Flexibility and adaptability in a fast-paced, evolving environment.
• Strong organizational, problem-solving, and analytical skills.
• Team-oriented mindset with a collaborative and approachable attitude.
• High level of professionalism and integrity in all client and team interactions.
• Proficiency with Microsoft Office applications, as well as experience with Client Relationship Management (CRM) and Document Management workflow systems; familiarity with Intuit Lacerte is a plus.
• BS/BA degree is preferred.

• Consistently demonstrates a client-first attitude and strives for service excellence.
• Thrives in a collaborative, team-oriented environment focused on continuous improvement.
• Comfortable managing diverse responsibilities, from scheduling to document preparation.
• Values accuracy, organization, and effective communication in all aspects of the role.
• Seeks opportunities for growth and advancement within the tax and financial services…