Tax Brilliance Advisors · 2 months ago
Client Services Manager (Remote)
United States
Full-time
Remote
Entry, Mid Level
2+ years expTax Brilliance Advisors is a financial services firm that partners with business owners and families to provide tax planning and wealth solutions. They are seeking a Client Services Manager to oversee client onboarding and ensure a smooth, professional experience for clients post-signing.
Accounting
Responsibilities
Manage client onboarding: send engagement letters, welcome emails, and tax planning questionnaires
Request, track, and organize client documents (tax returns, QuickBooks files, estate planning docs)
Send reminders for missing documents and follow up promptly
Update CRM records after every call, email, or service touch
Process service requests (address changes, form updates, status updates)
Prepare and log finalized paperwork (tax planning deliverables, questionnaires)
Support advisors by preparing client files ahead of meetings
Maintain a high-touch, white-glove client experience in every interaction
Qualification
Required
2+ years of experience in client service, admin, or operations (financial services or similar compliance-driven industries preferred)
Strong written and verbal communication skills — professional and client-friendly
Tech-savvy and organized — comfortable with CRMs, project tools, and digital filing systems
Highly detail-oriented — you notice errors, missing info, and incomplete files before others do
Able to juggle multiple clients and deadlines without dropping balls
Positive, coachable, and proactive — you bring solutions, not just problems
Benefits
401(k)
Paid time off
Retirement plan
Tuition reimbursement
Company
Tax Brilliance Advisors
We believe our clients deserve to be stress from tax issues.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase