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Client Services Associate Tax Department

3 months ago

Columbia, United States Athlon Advisors Llc Full time $50,000 - $55,000
Job DescriptionJob DescriptionAthlon Advisors is an independent investment management and strategic advisory firm.  We help manage every aspect of our client’s financial life, guiding them throughout the process and then partnering with them to help them make well-informed financial decisions. We are seeking a highly energized, detail oriented and organized individual with a positive attitude who will thrive in our professional office environment serving as a Services Associate for our Tax Planning, Preparation and Bookkeeping business unit.  The Client Services Associate will work closely with and support the tax preparers and clients directly on all client matters.  The Client Services Associate plays a pivotal role in day-to-day interaction with clients. If you have a desire to succeed in a team environment this may be the perfect job for you

Salary & Benefits
  • Starting salary of $50,000 to $55,000 per year, based on experience.
  • Generous bonus/incentive plan
  • Health insurance (firm shares premium expense with the employee)
  • 401k with company match
  • Vacation/PTO
  • Upbeat working environment
  • Professional growth opportunities with annual stipend
 Responsibilities & Activities
  • Answers, troubleshoots, and problem-solve incoming telephone, voicemail, e-mail, and occasional in-person requests for assistance from the firm’s existing clients, new or prospective tax clients, staff, and other entities.
  • Ensures all client interactions and relationships are successful and that we provide and maintain exceptional client care and service.
  • Informing prospects/clients of firm processes
  • Timely and accurately schedule appointments when necessary.
  • Responsible for schedule maintenance, conflict resolution, and appointment confirmation
  • Clerical functions such as entering info into databases and spreadsheets, filing, faxing, scanning, copying, and mailing documents.
 The ideal candidate will possess the following skills:
  • Self-motivated, detail-oriented, and organized.
  • Team-oriented, flexible, and dependable
  • Ability to work independently and efficiently to meet deadlines.
  • Excellent communication (oral and written) and client service skills.
  • A positive and professional attitude
  • Multi-tasking ability
 Education/Experience
  • Associates or Bachelors College degree preferred.
  • Tax experience not required but is preferred.
  • Prior administrative experience in a professional office environment required.
 

This is an in-person full-time, Monday through Friday position.

We offer a great working environment and benefits.  We have cultivated a strong culture that emphasizes maximizing our employees' talents and promoting from within. This is your chance to play a key role in the continued success of our company. 

Qualified candidates will start the process by having a 15–30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there are grounds to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments. A background and credit check will be required.

We are an Equal Opportunity Employer.