Tax Client Concierge | Service Excellence & Onboarding
allworth financialVancouver (WA)
Tax Client Concierge | Service Excellence & Onboarding
Posted today
allworth financialVancouver (WA)
SENIORITY
Mid
About the role
Allworth Financial is seeking a Client Service Representative for its Tax Solutions Department in Vancouver, WA. This non-exempt, hourly role supports tax advisors, handles scheduling, onboarding, and document preparation for tax clients.
You will manage calendars, assemble and deliver tax returns, and assist multiple tax advisors. Strong communication, organization, and client-focused mindset are essential.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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