Tax & Wealth Services Coordinator
Listed on 2026-11-05
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Finance & Banking
Office Administrator/ Coordinator
Be Wealth and Be Tax is seeking a Tax and Wealth Assistant to support daily operations, deliver exceptional client service, coordinate administrative activities, and assist wealth managers and tax preparers. You will maintain accurate client records across CRM and tax platforms, manage communications, and help with month-end close and tax intake.
This role offers exposure to tax season workflows and collaboration across teams to ensure a seamless client experience.
We are looking to fill the Tax & Wealth Services Coordinator position at EFOUR INC in KS, United States.
The position is based in KS, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 42.000 - 60.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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