Tax Client Services Administrator

ABOUT

At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives.

Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in twelve locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX, Silicon Valley, CA and Pittsburgh, PA) and 95 employees. The firm manages over $9.2 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over 29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.

OPPORTUNITY

The Tax Client Services Administrator will support the daily administrative operations of the Tax Services Department. TBG Tax was launched in 2023 and now serves over 400 client households. This is a full-time, in-office position based in Newport Beach, CA.

This role is designed as a dedicated administrative support position, critical to delivering an organized, responsive, and high-touch experience for tax clients and internal team members. The Tax Client Services Administrator provides administrative support to Senior Associates, Tax Managers, and Tax Directors, enabling tax professionals to focus on advisory and compliance responsibilities.

RESPONSIBILITIES

Supporting the Tax Department

• Provide administrative support to Senior Associates, Tax Managers, and the Tax Directors across client engagements
• Coordinate workflows, deadlines, and internal tracking to support engagement execution
• Assist with internal reporting, status updates, and administrative follow-through for tax leadership
• Contribute to process consistency, documentation standards, and departmental organization

Administrative & Department Operations

• Lead all administrative and coordination duties for the Tax Department
• Track tax deadlines, extensions, and filing statuses for individual and entity clients
• Submit tax filings and file extensions in accordance with established procedures and deadlines
• Maintain organized client records, correspondence, and documentation within firm systems

Client Coordination & Communication

• Serve as a primary administrative point of contact for tax clients regarding:
• Intake coordination
• Document requests
• Filing confirmations
• Payment deadlines and logistics
• Follow up with clients to obtain required documents, signatures, or confirmations
• Ensure a smooth, professional, and timely client experience throughout the tax compliance cycle

Tax Payment & Filing Support

• Assist with coordinating client tax payments, including federal, state, and extension payments, under the direction of tax professionals
• Support e-filing logistics, acknowledgments, and confirmations
• Ensure filing and payment confirmations are properly documented and communicated

QUALIFICATIONS

• Prior experience in an administrative, operations, or client service role preferred
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple deadlines and priorities in a professional services environment
• Clear written and verbal communication skills
• Comfort working with confidential client information
• Proficiency in Microsoft Office (Outlook, Word, Excel)
• Experience with tax or professional services software a plus, but not required

CONSIDERATION

• Salary commensurate with experience
• Full benefits package including medical, dental, vision, and disability
• 401(k) plan with TBG contribution of 3% of compensation
• Discretionary annual bonus