Client Services Manager

Job not on LinkedIn

🔥 10 minutes ago

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🚫👨‍🎓 No degree required

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Tax Brilliance Advisors

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2017

💼 Consulting

💸 Finance

Consulting • Finance

Tax Brilliance Advisors is a tax advisory firm that provides tax planning, compliance, and consulting services. The company name indicates a focus on helping individuals and businesses optimize tax positions, prepare tax returns, and navigate tax regulations; services likely include tax strategy, compliance support, and advisory work for financial and regulatory matters.

📋 Description

• Manage client onboarding: send engagement letters, welcome emails, and tax planning questionnaires. • Request, track, and organize client documents (tax returns, QuickBooks files, estate planning docs). • Send reminders for missing documents and follow up promptly. • Update CRM records after every call, email, or service touch. • Process service requests (address changes, form updates, status updates). • Prepare and log finalized paperwork (tax planning deliverables, questionnaires). • Support advisors by preparing client files ahead of meetings. • Maintain a high-touch, white-glove client experience in every interaction.

🎯 Requirements

• 2+ years of experience in client service, admin, or operations (financial services or similar compliance-driven industries preferred) • Strong written and verbal communication skills — professional and client-friendly • Tech-savvy and organized — comfortable with CRMs, project tools, and digital filing systems • Highly detail-oriented — you notice errors, missing info, and incomplete files before others do • Able to juggle multiple clients and deadlines without dropping balls • Positive, coachable, and proactive — you bring solutions, not just problems

🏖️ Benefits

• 401(k) • Paid time off • Retirement plan • Tuition reimbursement