Anderson Business Advisors · 1 week ago
Client Tax Coordinator
Florida, United States
Full-time
Hybrid
Entry Level
$40K/yr - $60K/yr
2+ years expAnderson Business Advisors is an award-winning workplace specializing in asset protection and tax planning. The Client Tax Coordinator will serve as the main point of contact for tax clients, ensuring high-quality customer service and support while coordinating with internal departments to meet client needs.
ConsultingFinanceFinancial ServicesLegalReal Estate
Hiring Manager
Sebastian Samuels, SHRM-TA
Responsibilities
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
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
Process client agreements accurately and efficiently
Manage payment transactions, ensuring timely and correct execution of all financial processes
Qualification
Required
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
Minimum of 2 years of professional-level work experience
Previous experience in a tax firm is a plus
Salesforce CRM experience a plus
Benefits
Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.
Stay active with a $35 monthly gym membership subsidy.
Company
Anderson Business Advisors
Anderson Business Advisors is a business planning and consulting firm with a focus on tax and legal services and resources.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2023-03-14Acquired
Leadership Team
Toby Mathis
Founder & Principal
Recent News
Las Vegas Business Press
2023-12-23
Las Vegas Business Press
2023-12-23
Company data provided by crunchbase