Client Concierge

Job Summary:

Assists management team members with project management of a number of the firms larger client groups.  Provides high-quality service by organizing client information, gathering information from clients, and responding to and anticipating client service requests in order to serve our clients at the highest level of service.  Concierge will work both internally with team and externally with clients and business affiliates.

Duties/Responsibilities:

• Helps client team meet internal and external deadlines by proactive project management.
• Manages intake, organization and follow up on information needed from clients.
• Proactively updates client managers with updates on status of projects, next steps, etc.
• Responds and processes client and / or bank requests for information such as providing copies of tax returns and K-1's.
• Coordinates the sending and return of Electronic Return Authorizations, including uploading of tax returns.
• Coordinate meetings / calls with clients.
• Coordinates transmission of deliverables to client.
• Sends client 1040ES vouchers as required.
• Drafts non-technical letters to the IRS or state taxing authorities, checks for proper spelling and grammar.
• Maintains and updates client contact information such as address changes across practice management and CRM systems and updates XCM points with information when appropriate.
• Engagement binder roll-forwards.
• Files client information in appropriate binder.
• Assists in billing for the client groups.
• Coordinates client authorizations to release information to third parties.
• Follows up on engagement letters.
• Acts as communication director for the client group team.
• Other duties as assigned.

Required Skills/Abilities:

• Bachelor's degree or equivalent work experience.
• Professional Project Management Certification preferred.
• Enrolled Agent certification a plus.
• Tax experience or some basic knowledge preferred.
• Two years of administrative, customer service, or hospitality experience.
• Proficiency with Microsoft Word and Excel.
• Customer service focused, detail oriented and able to multitask, prioritize, and organize efficiently.
• Excellent verbal and written communication skills.
• Professionally represents the firm by promptly and accurately meeting the service needs of clients.
• Discretion when handling confidential information.