Tax Client Experience Specialist
Allworth Financial
Allworth Financial in Vancouver, WA is seeking a Non-Exempt Tax Client Services Representative to support tax advisors and deliver an outstanding tax client experience. This onsite role emphasizes service quality and accuracy.
Responsibilities include scheduling, onboarding new clients, organizing tax documents, preparing materials for advisors, and assisting with client communications. The position offers competitive pay, comprehensive benefits, and opportunities for growth.
#J-18808-LjbffrVacancy posted 18 hours ago
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