Client Tax Coordinator

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.

Performance Metrics:

• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Efficiency: Timely completion of client onboarding and coordination tasks.
• Communication: Responsiveness to client communication within 1 business day.
• Accuracy: Ensuring accuracy in documentation and client interactions.