Position Overview

The Client Success & Tax Case Coordinator serves as the primary point of contact for clients while supporting tax resolution and case management activities. This role ensures timely communication, accurate document collection, efficient case progression, and strong coordination between clients and internal teams.

Responsibilities:

• Serve as the primary contact for assigned clients.
• Conduct outbound calls, emails, and SMS follow-ups regarding missing documents, engagement letters, tax organizers, and IRS-related requirements.
• Respond to client inquiries within 24 hours.
• Provide proactive updates throughout the client engagement process.
• Deliver a high-quality client experience and build strong client relationships.
• Document all client interactions accurately in the CRM system.
• Support tax resolution workflows and case administration.
• Assist w...