Customer Service Analyst providing first - level support and maintaining client satisfaction in a dynamic company. Engaging with teams to resolve client inquiries and issues promptly.
About the role
- Client Support Liaison in Core Tax team serving as primary contact for clients on non-technical matters. Supporting document coordination and assisting with technology tools.
Responsibilities
- Serve as a primary contact for clients on non‑technical questions
- Request, track, and organize supporting documents
- Follow up on engagement letters, consents, and e-file forms
- Assist clients with Suralink, TaxCaddy, SafeSend, and other tax technology tools
- Partner with Managers to streamline processes and support internal operations
- Prepare PBC and Open Items Lists
- Gather financials for quarterly estimates and coordinate with Partners on required client estimations
Requirements
- Minimum Education: High school diploma or equivalent
- 5+ years in a client service–driven environment
- Administrative experience required
- Experience in a tax firm is preferred but not required
- Proficiency with Microsoft Office software, especially Excel
- Strong communication, organizational, and technical skills
- Ability to thrive and adapt in a fast-paced, dynamic environment
- Integrity, dependability, and trustworthiness are required
Benefits
- Competitive compensation and total rewards package
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
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