Tax Client Engagement Coordinator - Red Bike Advisors

Description

We are a 100% virtual tax & accounting firm with team members located all over the United States and headquarters in Wilmington, NC. We provide accounting, tax strategy & filing, financial advisory, tax controversy & resolution, and fraud & forensic investigation services to business and individual clients. 

We’re on a mission to equip our clients with finance and tax insights that create exponential value for their companies, customers, employees, and families. Our team are A-players who execute on this vision every day and have a passion for delivering value to clients. Our innovative culture includes remote work, flexible schedule, job-sharing, an autonomous yet collaborative work environment focused on KPIs and culture, and health insurance and 401(k) matching.

We are seeking a Client Engagement Coordinator to join our growing tax team to help drive this mission forward. As a Client Engagement Coordinator, you will support the client-facing tax team in their tax strategy, preparation, and filing work and will set the tone of our commitment to proactive and timely client communications. 

Team members who thrive at our firm have impressive time management skills, are self-starters, take pride in the quality of their work, and put the client experience front and center.

Areas of Responsibility

Client Communications:

• First-level client communications including information requests, responding to questions, and updates on the status of their work
• Escalate client questions and issues as needed
• Ensure clients are able to understand and follow directions in the mailing and payment of tax returns

Client Documents and Information:

• Monitor client portal for submitted documents, communicate missing documents to clients and follow up consistently
• Pull business client financial information from accounting and payroll software to client portal for tax return and projection preparation
• Keep accurate and up-to-date client information and tax records

Tax Preparation and Filing:

• Update project management software and notify preparer when client information is completed or has changed
• Prepare extensions as needed
• Prepare 1099s, Business Property Tax Listings, and Annual Reports as needed
• Coordinate tax filings: Obtain client e-signatures, e-file returns, and send completed documents to client
• Pitch in and help other team members as needed

Continuous improvement:

• Identify and help execute on opportunities to improve team and client communication, processes, and collaboration
• Identify technology that will improve efficiency and accuracy

Measures of Success

• Client satisfaction, loyalty and advocacy
• Timeliness and accuracy of tax deliverables
• Process improvements

Expectations for Remote Work

• “Core” hours overlapping with other team members to collaborate efficiently
• Available via chat, phone, and video during core hours
• We provide a laptop, 2 monitors, and docking station as needed

You’re a good fit for Red Bike if:

• You’re an exceptional communicator who puts client experience front and center
• You thrive in a fast-paced environment and can multitask, prioritize, and organize your work autonomously
• You are extremely detail-oriented and make sure all the boxes are ticked off
• You take ownership of your work and drive projects to completion
• You want a career and long-term client and team relationships, not a job

Qualifications and Experience

• Familiarity with a variety of software applications, such as Microsoft Office, tax software, project management software, and Adobe, and the ability to quickly learn new programs
• Prior experience in tax preparation (preferred) or as an administrative assistant

About Red Bike Advisors

Red Bike Advisors is on a mission to equip clients with finance and tax insights that create exponential value for their companies, customers, employees, and families. Founded in 2009 as Adam Shay, CPA, PLLC, the firm provides Virtual CFO, accounting & bookkeeping, tax strategy & filing, tax controversy & resolution, and fraud & forensic investigative services to business and individual clients. The company is based in Wilmington, North Carolina and Knoxville, Tennessee, and serves clients across the U.S. who are craving a strategic, rather than transactional, relationship with their finance and accounting firm. To learn more, visit www.redbikeadvisors.com. 

Our Values

1. Creators of value: We don’t trade time for money or value our services on internal overhead and desired profit margin, but rather on the exponential value our services bring to our clients.
2. Excellent communication: Thoughtful, proactive communication is the backbone of trusting client relationships. All other areas of expertise being equal, we highly value team members that prioritize the customer experience.
3. Analytical creativity: Finance is so much more than numbers! We are pros at first uncovering client goals, and then analyzing the numbers and patterns to help clients think holistically about business growth and tax strategy.  
4. Learning, growth, and progress: We highly value taking action, learning from mistakes, and being lifelong learners both inside and outside of the industry.
5. Accountability: “What gets measured, gets managed” is not just a finance axiom (although it’s 100% true)! We hold ourselves accountable to our mission, vision, values, an exponentially valuable client experience, KPIs, and to delivering on our promises.

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