Tax Client Service Representative

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993, and still run by its original founders, Scott Hanson and Pat McClain, Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.

SUMMARY:

Our Tax Solutions Department consistently strives for service excellence. Client Service Representatives support tax advisors and consistently deliver an exceptional tax client experience.

This position is Non-Exempt hourly position with the range $20/hour to $23/hour. This position will be in the Folsom, CA office. 

DUTIES AND RESPONSIBILITIES:

• Delivering exceptional service experiences with every phone, video conference and face-to-face client interaction
• Scheduling and confirming client appointments for the tax advisor team
• Managing and reviewing calendars for tax advisors and preparing appropriate materials based on upcoming appointments
• Completing all aspects of new client account onboarding
• Organize and prepare client tax documents for tax advisors’ use in tax preparation
• Assemble and deliver client tax returns
• Ability to handle multiple tax advisors’ client list and complex service situations
• Focusing on quality and accuracy of work
• Suggesting and implementing process improvements
• Special projects as needed

 

QUALIFICATIONS:

• Passion for excellent service and client satisfaction

• Excellent verbal and written communication skills
• Minimum 1 year of tax or financial services industry and client service experience preferred

• Strict attention to detail
• Ability to multi-task and prioritize work daily
• Flexibility and embraces change
• Strong organizational, problem-solving, and analytical skills
• Strong team player and approachable
• High degree of professionalism
• Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow systems; experience with Intuit Lacerte preferred
• BS/BA degree preferred

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions 
• Exempt associates qualify for our flexible paid time off policy.
• Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment. 
• Option to participate in our Equity Purchase Program
• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsib