Client Support Specialist for a U.S. Tax Adivsory Firm
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Role Overview
Our client is a U.S.-based boutique tax advisory firm specializing in helping high-net-worth individuals and business owners legally reduce their tax liabilities. They pride themselves in delivering a white glove client experience — proactive, individualized, and detail-oriented service that ensures every client feels supported at every stage of their journey.
We are seeking a highly organized and client-focused Client Support Specialist to join our team. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and has experience supporting high-value clients in professional services settings (tax, legal, financial, or related fields).
Your Responsibilities
- Deliver white glove service to clients by managing communications across email, phone, text, Slack, and CRM systems.
- Support client onboarding, including conducting welcome calls, setting up portals, and coordinating information gathering.
- Track and manage ongoing projects (e.g., tax preparation, entity setup, onboarding programs), ensuring deadlines are met.
- Maintain CRM systems (Canopy, Sales Automator) with accurate notes, updates, and task assignments for Tax Professionals.
- Schedule meetings and calls, coordinate quarterly client reviews, and provide sales and event support when needed.
- Develop and refine systems and processes to improve Client Support team efficiency and client satisfaction.
- Proactively identify and escalate issues to ensure client needs are met without delay.
- 1–3 years of experience in client service, customer success, or operations roles with U.S. based clients (experience with high-value clients in tax, financial, or professional services a strong plus).
- Excellent spoken and written English communication skills
- Proven ability to manage multiple projects, deadlines, and client communications simultaneously.
- High level of organization, attention to detail, and follow-through.
- Comfortable with technology and remote work tools (e.g., Slack, CRMs, Google Workspace, Zoom, workflow platforms).
- Demonstrated integrity, professionalism, and client orientation.
Nice to Haves:
- Experience in tax, accounting, legal, or financial services environments.
- Familiarity with Canopy, Sales Automator, or similar CRM/project management platforms.
- Experience supporting events, sales initiatives, or client-facing programs.
Average salary estimate
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