Provide best in-class service to our clients, through communications, information gathering, onboarding and delivery.
Communication with team, clients and third-party client advisors.
Work with clients to help them navigate various client platforms.
Support team where needed in accomplishing client deliverables.
Proactively communicate status of work, ask timely questions and seek clarity from the lead on client engagements when needed in order to keep work progressin.
Meet client service expectations through adhering to quality and timely client deliverables.
Begin to establish and build team and client (internal/external) relationships and facilitate and maintain positive and proactive communications.
Assist with client data gathering by reviewing client data and information needed.
Promptly communicate roadblocks and inefficiencies as they arise.
Apply learning from one client engagement to the next.
Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager.
Other duties and special projects as assigned.

Associate's degree required, Bachelor's degree in accounting or related field preferred; Experience in lieu of a degree may be accepted.
0 to 3 years of experience in bookkeeping or accounting.
Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially.
Keen sense of accuracy and attention to detail, and demonstrated ability to follow directions and procedures.
Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients.
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving.
Strong adaptability and multi-tasking skills.
Ability to learn new technology and processes quickly.
Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate.
A desire to work independently with clients.
Ability to work limited overtime as needed.
Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
Experience in QuickBooks preferred.
Experience and knowledge working within MS Office Suite .

Tax Specialist – Private Wealth

Key skills