Client Tax Coordinator - Draper
1 week ago
Job summary
To serve as the main point of contact for tax clients ensuring they receive high quality customer service and support.This role involves conducting onboarding calls scheduling appointments responding to client inquiries and coordinating with various internal departments to meet client needs.
Key Responsibilities include providing customer service being the point of contact for all tax related services for clients scheduling and performing welcome calls for new tax clients responding to all correspondence within one business day calling or corresponding via email with clients to provide information answer questions and follow through on requests. Expect a higher volume of calls and emails during peak periods.
Job description
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