Tax Client Service Representative

Job overview

The Tax Client Service Representative role is onsite in Lynnfield, MA, and pays $29–$30.77 per hour. The role supports Allworth Financial’s Tax Solutions Department, which serves clients through tax advisory services; TRC Talent Solutions is the staffing partner named in the listing. The representative supports tax advisors and the client experience by coordinating appointments, onboarding, and tax documents. Organized, accurate service helps advisors prepare and deliver client tax returns and improve department processes.

What you'll do

• Provide service through phone, video, and in-person interactions
• schedule and confirm appointments
• manage advisor calendars and prepare appointment materials
• complete new-client onboarding
• organize tax documents for advisors
• assemble and deliver tax returns
• manage multiple advisor client lists and complex service situations
• maintain quality and accuracy
• and suggest process improvements.

What we're looking for

Skills & competencies

tax client service representative

lynnfield ma

allworth financial

trc talent solutions

$29–$30.77/hr

tax client service

tax advisors

appointment scheduling

client onboarding

tax documents

crm

onsite

Work arrangement

• Weekend coverage required

Why this role

The posting prefers at least one year of tax or financial-services and client-service experience, and a bachelor’s degree is preferred. Microsoft Office, CRM, and document-management systems are used; Intuit Lacerte experience is preferred.

About the employer

TRC Talent Solutions is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.