Onsite Tax Client Relations Specialist

gobravvo; Lynnfield (MA); On-site; USD 34,000 - 44,000; Full time

Benefits offered by this job

Health benefits

Onsite role in Lynnfield, MA

Retirement plan options

Career advancement opportunities

Job summary

Allworth Financial is seeking a Tax Client Service Specialist to support tax advisors by managing client communications, scheduling, and documentation. This onsite role in Lynnfield, MA offers opportunities to impact client satisfaction and the efficiency of tax-related processes.

You will coordinate appointments, handle client onboarding, and prepare materials for meetings while maintaining high standards of professionalism and accuracy.

Qualifications

• Demonstrated passion for excellent service and client satisfaction.
• Strong verbal and written communication for client interactions.
• At least one year of experience in tax or financial services, focusing on client service.
• Attention to detail and accuracy in work processes.
• Ability to manage multiple tasks and prioritize daily workload.
• Flexible and adaptable in a fast-paced environment.
• Strong organizational, problem-solving, and analytical skills.
• Team-oriented, collaborative attitude.
• Professional demeanor with client and team interactions.
• Proficiency with MS Office and CRM/document workflows; familiarity with Intuit Lacerte is a plus.

Responsibilities

• Deliver exceptional service during every client interaction by phone, video, or in-person.
• Schedule and confirm appointments for tax advisors and keep calendars current.
• Prepare and organize materials for upcoming client meetings.
• Handle onboarding of new clients smoothly.
• Collect and prepare client tax documents for advisors.
• Assemble and deliver completed tax returns to clients promptly.
• Manage multiple client lists and resolve complex service situations.
• Maintain focus on accuracy and quality of work.
• Identify and implement process improvements in service delivery.
• Participate in special projects to support the tax department.

Skills

Client service

Verbal communication

Written communication

Attention to detail

Multitasking

Organizational skills

Analytical skills

Teamwork

Professionalism

CRM experience

Education

BS/BA preferred

Tools

CRM

Document Management

Microsoft Office

Intuit Lacerte

Job description

Allworth Financial is seeking a Tax Client Service Specialist to support tax advisors by managing client communications, scheduling, and documentation. This onsite role in Lynnfield, MA offers opportunities to impact client satisfaction and the efficiency of tax-related processes.

You will coordinate appointments, handle client onboarding, and prepare materials for meetings while maintaining high standards of professionalism and accuracy.