Hybrid Tax Client Concierge & Onboarding

Anderson Business Advisors; Draper (UT); Hybrid; USD 48,000 - 64,000; Full time

Benefits offered by this job

Hybrid work schedule

Robust onboarding program

Medical, dental, and vision coverage

401(k) matching program

Paid time off: 16 days first year, 21+

Gym membership subsidy

Job summary

Anderson Business Advisors seeks a detail-oriented Tax Client Services Coordinator to serve as the primary contact for tax clients. You will conduct onboarding calls, schedule appointments, and respond to inquiries while coordinating with internal departments to meet client needs.

Responsibilities include welcoming new clients, documenting signed documents, and ensuring timely completion of tasks and payments. A fast-paced environment and strong relationship skills are essential for success.

Qualifications

• 2+ years of customer service experience.
• Bachelor’s degree in Accounting, Finance, or business related field.
• Ability to coordinate with multiple departments for various client needs.
• 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.
• 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

Relationship building

Time management

Education

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

Tools

G Suite

Word

Excel

Job description

Anderson Business Advisors seeks a detail-oriented Tax Client Services Coordinator to serve as the primary contact for tax clients. You will conduct onboarding calls, schedule appointments, and respond to inquiries while coordinating with internal departments to meet client needs.

Responsibilities include welcoming new clients, documenting signed documents, and ensuring timely completion of tasks and payments. A fast-paced environment and strong relationship skills are essential for success.