Client Service Specialist - Utah / Mountain West

Job Description

We are seeking a Client Service Specialist to join our tax team in our Provo office! You will be responsible for assisting clients and team members with administrative and non-tax technical job duties.

GMT’s Overriding Philosophy:  col·lab·o·rate

To work jointly with others or together especially in an intellectual endeavor.

 

Responsibilities:

  • Manage tax season kickoff duties (mass emails, consent forms, tax organizers, etc.)
  • Assist Manager in managing tax deadlines and client projects
  • Maintain and update status reports in excel format and tax program (CCH Wolters Kluwer)
  • Processing and delivering US tax returns, income tax notices and tax extensions to clients
  • Organize/save/delete tax documents
  • Prepare and send out yearly engagement letters to clients, maintain and update tracking spreadsheet
  • Coordinate Non-US tax services with counterparts outside the US
  • Develop and maintain good client relationships
  • Handle customer inquiries within 24 to 48 hours

 

Minimum Qualifications:

  • Prior 3 years' experience as administrative assistant or equivalent position
  • Strong day-to-day project coordination, communication and organizational skills
  • Possess superior customer service skills
  • Ability to work effectively as part of a team, yet function well with independent responsibilities
  • Positive attitude and pleasant demeanor in person, on phone and in writing
  • Excellent written and verbal communication skills
  • Proficient in the Microsoft Office Suite and Adobe Acrobat
  • Strong work ethic, self-directed, honest, and ethical
  • Ability to perform under time pressures and meet deadlines
  • Proactive, resourceful and willingness to learn

 

Special requirements:

Must be flexible and able to work overtime during busy season

We look forward to working with you at Global Mobility Tax! 

Application Information: Send a cover letter and resume to recruiting@glomotax.com addressing your interest in working with our Utah / Mountain West office.



Please contact us at +1.650.947.9490 or recruiting@glomotax.com.