Tax Client Service Representative

📋 Description

• Delivering exceptional service experiences with every phone, video conference and face-to-face
• Scheduling and confirming client appointments for the tax advisor team
• Managing and reviewing calendars for tax advisors and preparing appropriate materials based on
• Completing all aspects of new client account onboarding
• Organize and prepare client tax documents for tax advisors’ use in tax preparation
• Assemble and deliver client tax returns

🎯 Requirements

• Passion for excellent service and client satisfaction
• Excellent verbal and written communication skills
• Minimum 1 year of tax or financial services industry and client service experience preferred
• Strict attention to detail
• Ability to multi-task and prioritize work daily
• Flexibility and embraces change

🎁 Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts