Tax and Wealth Assistant

Description

The Tax and Wealth Assistant supports Be Wealth and Be Tax's daily operations by providing exceptional client service, coordinating administrative activities, and assisting Wealth Managers and Tax Preparers. This position ensures accurate client records, timely communication, efficient workflows, and a seamless client experience across both businesses.

• Serve as a welcoming, professional point of contact for clients by phone, email, and in person.
• Build strong client relationships through personalized service, proactive communication, and timely follow-up.
• Manage client scheduling, appointment reminders, document requests, and communications.
• Resolve routine client inquiries and coordinate additional support as needed.

• Maintain accurate client records across CRM, tax, and financial technology platforms.
• Manage incoming and outgoing mail, digital filing, and document organization.
• Monitor outstanding workflows, tasks, deadlines, and follow-ups.
• Complete month-end close-out procedures and support workflow improvements.

• Assist Associates and Managers with account maintenance, client paperwork, service requests, and meeting preparation.
• Coordinate and complete tax client intake, document collection, and tax preparation closeout.
• Track tax return progress, outstanding information, signatures, and final status.
• Provide additional administrative support during peak tax season.
• Collaborate across both businesses to ensure efficient operations and consistent client service.

• Support team members through reliable communication, problem-solving, and follow-through.
• Identify opportunities to improve processes, technology utilization, and client satisfaction.
• Support Be Wealth and Be Tax strategic initiatives and organizational growth.

Requirements

• Experience in administrative support, financial services, tax preparation, or client service preferred.
• Strong organizational, communication, and problem-solving skills.
• Proficiency with Microsoft Office, CRM systems, and willingness to learn industry-specific software.
• Close attention to detail, confidentiality, and ability to manage competing priorities.
• Client-first mindset, proactive work ethic, and ability to adapt to seasonal workload demands.