Tax Solutions Client Services Specialist

gobravvo; Vancouver (WA); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Professional development

Collaborative environment

Job summary

Allworth Financial is seeking a Client Services Associate to support tax advisors and deliver excellent client experiences. You will manage client interactions, schedule appointments, onboard new clients, and prepare materials for tax reviews.

The role emphasizes accuracy, strong communication, and teamwork in a fast-paced financial services environment, with a focus on process improvement and professional development.

Qualifications

• Experience in tax, financial services, or client service preferred.
• Strong verbal and written communication skills.
• Attention to detail and accuracy.
• Able to multi-task and prioritize in a fast-paced environment.
• Proficient with Microsoft Office; CRM and document management tools.

Responsibilities

• Deliver exceptional service across phone, video conference, and in-person client interactions.
• Schedule and confirm appointments for tax advisors.
• Manage tax advisors’ calendars and prepare meeting materials.
• Oversee onboarding of new clients.
• Organize and prepare client tax documents for review.
• Assemble and deliver completed client tax returns timely and securely.
• Maintain data accuracy and suggest process improvements.
• Participate in special projects as assigned.

Skills

Client service

Communication

Multi-tasking

Organizational skills

Problem solving

Analytical thinking

Education

Bachelor's degree preferred

Tools

CRM software

Document management

Intuit Lacerte

Microsoft Office

Job description

Allworth Financial is seeking a Client Services Associate to support tax advisors and deliver excellent client experiences. You will manage client interactions, schedule appointments, onboard new clients, and prepare materials for tax reviews.

The role emphasizes accuracy, strong communication, and teamwork in a fast-paced financial services environment, with a focus on process improvement and professional development.