Private Client Coordinator - San Antonio, TX

Only for registered members San Antonio, TX, United States

6 days ago

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Job Summary

Assist internal team members with client tax return needs: develop open items list, maintain status of open items list, gather data from client and provide to tax team. Ensure clients receive unmatched client service and communicate any areas for improvement of client relationship to team leadership when needed; assure full transparency of information to all internal teams as necessary.


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