FreeHire

Anderson Business Advisors

Client Tax Coordinator

Show

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.

Competencies:

Integrity

  • Consistently demonstrates ethical behavior.
  • Addresses minor ethical issues independently.
  • Ensures confidentiality and privacy in more complex situations.

Accountability

  • Manages own workload and meets deadlines with minimal supervision.
  • Takes responsibility for the outcomes of projects.
  • Proactively addresses issues and takes corrective actions.

Customer Focused

  • Addresses customer needs independently.
  • Handles more complex customer inquiries and complaints.
  • Consistently seeks ways to improve customer satisfaction.

Time Management / Organization

  • Plans and organizes own work efficiently.
  • Balances multiple tasks and projects effectively.
  • Uses advanced organizational tools to manage time.

Communication

  • Communicates effectively in a variety of settings.
  • Tailors messages to the audience and situation.
  • Facilitates productive discussions and meetings.

Teamwork

  • Contributes to team goals and objectives.
  • Builds positive relationships with team members.
  • Resolves minor conflicts within the team.

Self-Motivated

  • Takes initiative to improve processes and outcomes.
  • Manages own workload and sets personal goals.
  • Pursues continuous learning and development.

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.