Tax Senior Associate focusing on private clients and accounting standards at CBIZ, providing tax and advisory services. Collaborating with team members on multiple engagement assignments.
About the role
- Associate providing administrative and operational support to clients at Savvital. Role involves managing schedules, client communication, and relationship management for client satisfaction.
Responsibilities
- Perform general administrative tasks such as managing calendars and scheduling appointments.
- Act as a liaison between clients and internal teams, handling email correspondence, and ensuring timely and accurate communication.
- Assist in coordinating virtual meetings, including scheduling, sending invitations, and preparing necessary materials.
- Prioritize tasks and manage time effectively to meet client deadlines and expectations.
- Conduct research on diverse topics as assigned, providing relevant information to decision making.
- Build and maintain positive relationships with clients, understanding their needs and ensuring a high level of client satisfaction.
- Analyze customer complaints, identify underlying issues, and recommend effective solutions to enhance customer satisfaction.
- Prepare and offer price quotes to clients’ customers, ensuring accuracy and alignment with product and service offerings.
Requirements
- A 4-Year Bachelor's degree is preferable.
- Preferably in Accounting & Finance/ Business Studies/ Economics/ Public Relations.
- Strong interpersonal and communication skills.
- Entry-level or minimal experience in client-facing roles, with a passion for sales.
- Detail oriented with the ability to manage multiple tasks.
- Willingness to learn
Benefits
- Internet
- Electricity
- Wellbeing
- Medical Insurance for you
- Performance-based bonuses
- Annual Bonus and Increments
- Company-wide success bonuses
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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