Tax & Wealth Services Coordinator

EFOUR INC; Kansas; On-site; USD 42,000 - 60,000; Full time

Job summary

Be Wealth and Be Tax is seeking a Tax and Wealth Assistant to support daily operations, deliver exceptional client service, coordinate administrative activities, and assist wealth managers and tax preparers. You will maintain accurate client records across CRM and tax platforms, manage communications, and help with month-end close and tax intake.

This role offers exposure to tax season workflows and collaboration across teams to ensure a seamless client experience.

Qualifications

• Experience in administrative support, financial services, tax preparation, or client service preferred.
• Strong organizational, communication, and problem-solving skills.
• Proficiency with Microsoft Office, CRM systems, and willingness to learn industry-specific software.
• Close attention to detail, confidentiality, and ability to manage competing priorities.
• Client-first mindset, proactive work ethic, and ability to adapt to seasonal workload demands.

Responsibilities

• Serve as a professional client contact by phone, email, and in person.
• Coordinate scheduling, document requests, and client communications.
• Maintain accurate client records across CRM and financial platforms.
• Support tax client intake, document collection, and tax closeout.
• Assist with month-end close and process improvements.
• Collaborate across Be Wealth and Be Tax to ensure consistent service.

Skills

Client service

Communication

Organization

CRM systems

Microsoft Office

Confidentiality

Job description

Be Wealth and Be Tax is seeking a Tax and Wealth Assistant to support daily operations, deliver exceptional client service, coordinate administrative activities, and assist wealth managers and tax preparers. You will maintain accurate client records across CRM and tax platforms, manage communications, and help with month-end close and tax intake.

This role offers exposure to tax season workflows and collaboration across teams to ensure a seamless client experience.