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Client Tax Coordinator

Anderson Business Advisors · Las Vegas, Nevada, US

Job Location: Rainbow Office - Las Vegas, NV 89107Position Type: Full TimeSalary Range: $40,000. 00 - $60,000. 00 Salary/yearJob Purpose: To serve as the mai...

Job description

Job DetailsJob Location: Rainbow Office - Las Vegas, NV 89107Position Type: Full TimeSalary Range: $40,000.00 - $60,000.00 Salary/yearJob 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 in...