Job Description

As part of our operations team, you will serve as an important part of our organization. You will provide high-quality service by assisting the tax and accounting department members with organizing client information and responding to and anticipating client service requests so we can better service our clients and continue to provide the high-quality work that we are known for. Coordinators will work both internally with our accountants and externally with clients and will be given the responsibility to learn the cadence and expectations of the service level we need to provide. The ability to think independently, take initiative, and perform the duties with a high degree of accuracy is essential to succeeding in this role.

Duties will include, but are not limited to:

• Contacting clients for missing information required to complete their tax/accounting work
• Triaging incoming client information, assessing for completeness, and utilizing appropriate software systems to accurately maintain information
• Coordinating deliverables to clients
• Working with client investment advisors to ensure required information is obtained for client work
• Assisting in the coordination of outsourced tax returns
• Maintaining client contact information and instructions
• Scheduling and email correspondence on behalf of professionals
• Coordinating incoming prospects through a sales pipeline
• Assisting with facilitating new client onboarding
• Maintaining a high-quality client journey
• Coordinating intradepartmental communication
• Coordinating meetings internally and externally

Qualifications

• One or more years of client service, accounting, financial, or law industry experience. Tax and accounting experience preferred.
• Minimum of an Associate degree or equivalent work experience
• Extremely high attention to detail.
• Immediate proficiency with Microsoft Office. Tax software and CRM experience preferred.
• Demonstrate the ability to learn and work with various software programs with relative ease
• Excellent listening, written, and verbal communication skills
• Time management and organizational skills; ability to handle multiple responsibilities and changing priorities
• Ability to analyze situations critically and objectively to produce the best possible outcome
• Escalate operational and client issues as needed
• Customer service focus and ability to multitask
• Discretion when handling confidential information

Due to the nature of our business, we do experience periods of peak workload, typically from January to April 15th and September to October 15th, with busier periods being closer to deadline dates. A requirement of this role is the ability to work occasional overtime during this peak workload period and that may include a partial Saturday(s).