Tax Client Service Representative

About Allworth Financial

Allworth Financial ( www.allworthfinancial.com ) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.

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.

DUTIES AND RESPONSIBILITIES:

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

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates

Dental insurance with MetLife

Vision insurance with VSP

Optional supplemental benefits

Healthcare savings accounts with company contribution

Flexible spending accounts

Flexible working arrangements

Generous 401K contributions

Exempt associates qualify for our flexible paid time off policy

Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment

11 Paid Holidays

Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)

Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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