Client Tax Coordinator
Summary
Coordinates client communications and administrative support for a tax services firm, acting as the primary point of contact for tax clients. Responsibilities include conducting welcome calls, scheduling appointments, responding to client inquiries within one business day, processing agreements, and managing payment transactions while collaborating with internal departments. Uses G Suite, Word, Ex
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.