Client Relations Associate

• Assist clients by addressing inquiries, concerns, and updates on their projects
• Routing calls, emails and correspondence to the appropriate Associate as well as ensure that follow up was made in response to the correspondence
• Drafting up deadline notifications to be sent to clients
• Communicating deadlines for receiving information and providing deliverable with clients
• Assist clients with their portal accounts to include sending and receiving information
• Proactively address client concerns and escalate issues as necessary
• Assembling deliverables such as tax returns and financial statements for clients
• Setting up client portals as well as providing education to clients during the onboarding process
• Assist in creating and sending out engagement letters and tax organizers
• Responsible for setting up projects and updating critical workflow information
• Develop and understanding of IRS, State and audit filing deadlines and document in project management system
• Update software with client contact information and other pertinent service-related data
• Creating and improving systems/procedures that create efficiencies and improve quality of service
• Take prospect calls – ask screening questions, provide fee ranges and education on our process
• Schedule qualified prospect meetings with the appropriate staff members
• Follow up with prospects to collect information for onboarding

• Experience with MS Teams and Office applications
• Must be detail oriented, disciplined, and highly organized
• Demonstrated experience learning new software and procedures quickly
• Possess strong communication skills and professional image
• Ability to manage own work with minimal supervision and resolve complex questions and problems with members of the operations team
• Experience working in a professional services setting is preferred

Experience working in a professional services setting

• 40 hours of extra PTO for the year
• Competitive compensation and benefits package including attractive incentives and a healthy work-life balance