Account Manager

Job Description

REQUIREMENTS

• At least 1 year of professional customer service, account management, or office experience required.
• Strong customer service and interpersonal skills.
• Strong sense of ownership and accountability.
• Ability to multitask effectively and prioritize a shifting workload.
• Strong organizational skills and attention to detail.
• Strong problem-solving skills and the ability to handle challenging situations with a positive attitude.
• Ability to work well independently and collaboratively.
• Ability to thrive in a fast-paced environment.
• Proficiency in Google Workspace and Slack.
• Basic financial literacy.
• High school diploma required.
• Bachelor’s degree strongly preferred.

RESPONSIBILITIES

• Serve as the primary point of contact for clients, providing knowledgeable guidance and support on tax-related matters.
• Follow up with clients regularly to provide updates, collect needed information, and ensure they feel supported throughout the process.
• Assist clients with gathering documentation and information needed for accurate tax filing, and follow up on outstanding items.
• Respond to client questions, concerns, and issues promptly and professionally to ensure a positive customer experience.
• Maintain accurate, organized, and confidential client records in compliance with company standards.
• Collaborate closely with tax preparers to ensure cases are handled efficiently and effectively.
• Deliver exceptional customer service by phone, email, and text, creating an experience that is both personal and professional.
• Support clients throughout the lifecycle of their case, helping them stay informed and engaged.
• Perform other duties as assigned.

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