Client Tax Coordinator
$40,000–$60,000 year
On-siteLas Vegas, Nevada, United States
Job Summary
Client Tax Coordinator at Anderson Business Advisors serves as the main point of contact for tax clients, providing high-quality customer service and support. Responsibilities include conducting onboarding calls, scheduling appointments, responding to client inquiries within 1 business day, and coordinating with internal departments to meet client needs. The role involves processing client agreements, managing payments, and ensuring timely, accurate execution of financial processes while maintaining confidentiality and professionalism.Qualification-driven competencies include integrity, accountability, customer focus, time management, communication, teamwork, and self-motivation, with an emphasis on building strong client relationships and delivering efficient, accurate service in a fast-paced environment. The organization highlights a hybrid work schedule, robust onboarding, comprehensive benefits, and a strong track record as a leading asset protection and tax planning firm."}{
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.
Desired Qualifications
- Minimum of 2 years of professional-level work experience.
- Previous experience in a tax firm is a plus.
- Salesforce CRM experience a plus.
- 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.
- Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row!
- Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, 2023, and 2024 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this succes…
- Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to emp…
- At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.
- We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
- 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.
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