Client Tax Coordinator (Call Center)

Job Description

Job Description

We are looking for a Client Tax Coordinator to join a services team on a contract basis. This role is well suited for someone who enjoys creating positive client experiences, communicating clearly, and staying organized in a fast-moving service environment. The position focuses on supporting business tax clients through timely outreach, document follow-up, and clear correspondence while helping maintain strong ongoing relationships.

Responsibilities:
• Deliver responsive and courteous support to clients by phone and in writing, ensuring questions are addressed accurately and efficiently.
• Contact business tax clients after filing activity to confirm required documentation has been submitted and to resolve outstanding items.
• Prepare, review, and send clear written communications that reflect a high standard of client service.
• Manage a large volume of client interactions in a busy call center setting while maintaining attention to detail and a client-focused approach.
• Identify opportunities to strengthen client relationships by recommending relevant services and encouraging appropriate referrals.
• Coordinate follow-up activities and keep records updated so client requests and documentation needs are tracked properly.
• Work collaboratively with internal team members to support service goals and provide a smooth client experience.

• Experience providing customer support in a call center or other high-volume service environment.

• Strong verbal and written communication skills with the ability to interact professionally with business clients.

• Background handling outbound calling activities, including proactive follow-up with customers.

• Ability to manage multiple priorities effectively in a fast-paced setting.

• Comfort with cross-selling or referring services when appropriate to support client needs.

• Proficiency with Google Suite for communication, scheduling, and document management.

• Proficiency with Salesforce or other CRM system.

• Strong organizational skills and close attention to detail when tracking client information and required paperwork.