Tax Client Service Representative

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Summary:

Our Tax Solutions Department consistently strives for service excellence. Client Service Representatives support tax advisors and consistently deliver an exceptional tax client experience.

This position is Non-Exempt hourly position with the range $29/hour to $30.77/hour. This position will be onsite in the Lynnfield, MA.

Requirements:

• Delivering exceptional service experiences with every phone, video conference and face-to-face client interaction

• Scheduling and confirming client appointments for the tax advisor team

• Managing and reviewing calendars for tax advisors and preparing appropriate materials based on upcoming appointments

• Completing all aspects of new client account onboarding

• Organize and prepare client tax documents for tax advisors use in tax preparation

• Assemble and deliver client tax returns

• Ability to handle multiple tax advisors client list and complex service situations

• Focusing on quality and accuracy of work

• Suggesting and implementing process improvements

• Special projects as needed

Qualifications:

• Passion for excellent service and client satisfaction

• Excellent verbal and written communication skills

• Minimum 1 year of tax or financial services industry and client service experience preferred

• Strict attention to detail

• Ability to multi-task and prioritize work daily

• Flexibility and embraces change

• Strong organizational, problem-solving, and analytical skills

• Strong team player and approachable

• High degree of professionalism

• Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow systems; experience with Intuit Lacerte preferred

• BS/BA degree preferred

Equal Opportunity Employer