Client Tax Coordinator

Job Details

Location:

Rainbow Office - Las Vegas, NV 89107
Position Type:
Full Time
Salary Range: $40,000.00 - $60,000.00 per year

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.

• 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.

• 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.

• 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.

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

• 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.

• Hybrid work schedule with flexibility, balancing remote and in-office work.
• Robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• 401(k) matching program.
• Generous paid time off, including 16 days in the first year and 21 days after one year of employment, plus 8 paid company holidays.
• $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment.