Client Tax Coordinator

What to Expect:

• Client Tax Coordinators will be responsible for being the main point of contact for our tax clients. The Client Tax Coordinator will conduct onboarding calls to set expectations for our tax processes and provide the material needed in order to stay in compliance with tax deadlines.
• On a daily basis, a Client Tax Coordinator can expect to have between 2-4 scheduled calls with clients. On average, Client Tax Coordinators spend about 2 hours on the phone every day.
• Willingness and readiness to learn and grow in a dynamic, new career field with evolving practices and procedures.

Job Duties:

• Provide customer service and be the point of contact for all tax-related services for our clients
• Schedule and perform welcome calls for new tax clients
• Respond to all correspondence within 1 business day
• Calling and/or corresponding via email with our clients to provide information, answer questions and/or follow through on requests (Client Tax Coordinators can expect to receive a higher volume of calls and emails during peak periods)
• Work with members of various internal departments to have client needs taken care of
• Documenting receipt of signed client documents
• Utilize the resources and knowledge of each of our professionals in their respective departments
• All other duties that may be assigned from time to time by management

Qualifications:

• Minimum 2 years of customer service background
• Ability to coordinate with multiple departments for various client needs and requests
• A high degree of accuracy and attention to detail
• Knowledge of all G Suite, Word, and Excel
• Ability to establish rapport with our clients and build strong relationships with our clients 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 Qualifications:

• Associates Degree
• Minimum of 2 years of professional-level work experience
• Previous experience in a client service-oriented field preferred
• Previous experience in a tax firm is a plus
• A/R and Invoicing experience a plus
• Salesforce CRM experience a plus

Starting salary is $40k - $60k (based on experience)

Anderson Business Advisors is the nation's premier entity provider. They are a business planning and asset preservation consulting firm that provides high-quality services, education, and resources to high-net-worth individuals, families, trusts, real estate investors, stock traders, and business owners.

Serving clients nationally since 1997, Anderson Advisors is growing at a phenomenal rate and we owe this success to our people, services, and clients.

We're looking for friendly, driven, and passionate individuals to contribute to our mission to assist investors and business owners to not only preserve, protect, and prosper financially, but also realize the greatest potential their assets can achieve around what matters to them most.

Anderson Advisors is an award-winning workplace -- Voted Top Places to Work in 2020, 2021, and 2022 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020.

We support our employees with ongoing training and internal advancement opportunities for people who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Working remote or access to Las Vegas, Tacoma, WA, and Salt Lake City area regional offices
• Robust onboarding program to ensure new employees are knowledgeable about all aspects of the organization, its services, and products
• Medical, Dental, Vision, and Short-term disability are all provided at no cost to each employee. Employee-paid health insurance starts the beginning of next month after hire
• 401(k) plan that is matched at 4% after 6 months of employment
• 16 days of PTO in the 1st year, 21 days of PTO after 1 year of employment
• In addition to PTO, Anderson offers 7 paid company holidays per year
• Family Leave (FMLA)
• $35 monthly gym membership

A full background check, drug screen, internet, and social media search are required for employment.

Anderson is an EEO employer as defined by the EEOC.