Associate Operations - Tax
Role description
From the employer**About Anderson:**
Serving
investors and small business owners in the USA since 1997,
Anderson Business Advisors is the US premier asset protection
and tax planning firm. With a focus on providing excellent
service, Anderson Business Advisors brings attorneys, CPAs, and
other professionals under one roof to empower our clients to
protect themselves and their investments from the growing legal
and tax threats of an increasingly complex world.
At
Anderson Business Advisors, we're looking for friendly, driven,
and passionate individuals to help us continue our mission as
we empower investors and business owners to preserve and
protect their wealth, to find financial freedom, and to create
a legacy for their loved ones and communities.
We
support our team with ongoing training and professional
development while providing internal advancement opportunities
for driven team members who want to grow within Anderson as
they succeed professionally and personally.
**Job Summary:**
The
(Client Tax Coordinator) will work with internal teams to ensure
all documentation is received before tax returns are prepared
by our Associates among other responsibilities listed below.
This role requires the ability to understand and interpret
high-level financial and tax-related documents submitted by
clients. Our (Client Tax Coordinator) will work closely with
our Tax Associates and teams of Client Tax Coordinators to
support the onboarding of new clients and updates in the tax
return deadline calendar to provide top-tier service to our clients.
The
office hours of this role are from 12.00 till 21.00 during 5
days per week (Monday till Friday).
**Responsibilities:**
●
Collect tax and bookkeeping documents, organizers, and signed
client statements throughout the year. Review uploaded
documents to ensure everything is received and organized for
our team. Utilizing a few different systems.
●
Ability to interpret high-level financial documents and
recognize whether they are in compliance with IRS requirements
for documentation.
●
Assign work to our internal teams, in collaboration with the
team supervisors.
●
Coordinate internally e-file authorization forms collection and
filing instructions including paper-filed returns or payment vouchers.
●
Handle e-file acceptance and rejections. Work closely with the
tax team to resolve rejections. Organize additional client
documents to move to acceptance.
●
Support internal team with onboarding process to stay in
compliance with tax deadlines.
●
Support internal team with communications to complete client
fulfillment of services.
●
Keep Salesforce client accounts up to date with various
activities and tasks.
●
Write professional communications to our client-facing team to
keep clients up to date.
●
Work with bookkeeping team to ensure documents are delivered
on-time to complete tax returns.
●
Assist with invoicing duties and collection process related to
services for our clients.
●
Manage on-line scheduling request process.
●
Willingness and readiness to learn and grow in a dynamic, new
career field with evolving practices and procedures.
**Job Duties:**
●
Point of contact for internal team with tax-related services for
our clients
●
Respond to all correspondence within 1 business day.
●
Calling internally and/or corresponding via email to provide
information, answer questions and/or follow through on requests
(Client Tax Coordinators can expect to receive a higher volume
of calls and emails during peak periods)
●
Assisting on the phone as needed with our client-facing team.
●
Documenting receipt of signed client documents
●
Utilize the resources and knowledge of each of our professionals
in their respective departments.
●
All other duties that may be assigned from time to time by management.
Requirements
**Qualifications:**
●
Bachelor’s Degree, with entrée level Accounting expertise
●
Minimum 4 years of experience in a customer services environment
●
Thrives in a fast-paced work environment.
●
Possess critical thinking and analytical skills.
●
Ability to coordinate with multiple departments for various
client needs and requests. Team collaboration a must.
●
Strong professional verbal and written communication skills in
Business English.
●
A high degree of accuracy and attention to detail with complex matters.
●
Works well under deadlines.
●
Knowledge of all G Suite, Word, and Excel.
●
Salesforce CRM experience.
●
Ability to establish rapport with our team and work
cross-functionally to deliver an exceptional client experience.
●
Ability to prioritize work and complete duties accurately and timely.
●
Ability to work independently with a sense of urgency.
●
Familiarity with personal and business financial documents for clients
●
Previous experience in a tax firm
●
A/R, Invoicing and CCH experience a plus