Client Tax Coordinator

Anderson Business Advisors; Town of Texas (WI); On-site; USD 46,000 - 64,000; Full time

Benefits offered by this job

Hybrid work schedule

Robust onboarding program

Medical, dental, vision coverage

401(k) matching

Paid time off: 16 days first year, 21+

8 paid holidays

Gym membership subsidy

Job summary

Anderson Business Advisors is seeking an organized administrator to service tax clients nationwide. You will handle client outreach, welcome calls, and timely responses while coordinating with internal teams to ensure smooth workflows and on-time delivery.

The role emphasizes accuracy, strong communication, and the ability to work in a fast-paced environment while supporting a growing practice and client base.

Qualifications

• Bachelor’s degree in Accounting, Finance, or business related field.
• Strong customer service and multitasking abilities.
• Ability to coordinate with multiple departments and meet deadlines.

Responsibilities

• 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.
• Work with internal departments to address client needs and document signed client documents.
• Ensure all tasks are completed within established deadlines and share information promptly.

Skills

Customer service

Coordination

Attention to detail

G Suite

Microsoft Word

Microsoft Excel

Communication skills

Independent work

Adaptability

Education

Bachelor’s degree in Accounting, Finance, or business related field

Tools

G Suite

Microsoft Word

Microsoft Excel

Job description

Key Responsibilities:

• 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.

Required Qualifications:

• Minimum 2 years of customer service background.


• Bachelor’s degree in Accounting, Finance, or business 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.

About Anderson

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 6 years in a row 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 firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.


• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.


• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.


• Plan for the future with a 401(k) matching program.


• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.


• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check and drug screen are required for employment.