Client Tax Coordinator

Anderson Business Advisors; United States; Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Hybrid schedule

Onboarding program

Medical/Dental/Vision coverage

401(k) matching

Paid time off

Gym membership subsidy

Job summary

Anderson Business Advisors seeks a customer service-focused professional to serve as the main contact for tax clients in a hybrid Las Vegas office. The role includes onboarding calls, scheduling, responding promptly to inquiries, and coordinating with internal departments to meet client needs.

The ideal candidate has at least 2 years in customer service and a Bachelor’s degree in Accounting or Finance, with strong accuracy, communication, and relationship-building skills.

Qualifications

• 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.

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 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.

Skills

Customer service

Coordination

Attention to detail

Independent work

Education

Bachelor’s degree in Accounting, Finance or related field

Tools

G Suite

Microsoft Word

Excel

Job description

Job Details

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

Job Purpose

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.

Key Responsibilities

Client Communication

• 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 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.
• Salesforce CRM experience a plus.

Benefits

• 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 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.