Tax Client Services Advisor

Overview

This role involves owning the ongoing relationship with a book of tax clients. You will apply your tax knowledge to understand each client’s situation, explain it clearly, resolve concerns, and identify opportunities to recommend additional services that genuinely help.

The position is relationship-first and revenue-aware. You will serve as the client’s internal advocate and act as the most trusted external voice, with influence over retention and growth. Success is measured by proactive outreach, client satisfaction, issue resolution, and revenue growth through upsells (when beneficial) and referrals.

Responsibilities

• Serve as the primary point of contact for an assigned book of tax clients, building long-term, trust-based relationships beyond tax season.
• Proactively reach out to clients on a regular cadence to check in, review their tax situation, stay ahead of changing needs, and ensure a positive client experience.
• Translate tax topics into clear, plain-language explanations so clients understand where they stand and what comes next.
• Identify and surface upsell opportunities (additional services, planning engagements, expanded scope) based on a genuine understanding of each client’s tax and financial picture.
• Resolve client issues and concerns quickly, coordinating with internal tax preparers, accountants, and specialists as needed.
• Track and report on client health, satisfaction, and engagement; flag at-risk accounts before churn.
• Collect and relay client feedback internally to improve service delivery and identify new service opportunities.
• Maintain accurate records of client interactions, outreach, and outcomes in the CRM.
• Partner with the sales team on renewals, cross-sells, and new service introductions.
• Onboard new clients and support setup for long-term success.

Requirements

Must-have

• 2+ years of hands-on tax experience, such as tax preparation, tax resolution, or client services at a CPA, EA, or tax firm.
• 2+ years in a client-facing, relationship-management, or account management role.
• Excellent communication skills: clear, confident written and verbal communication, with the ability to explain tax concepts simply and build rapport quickly.
• Consultative approach: able to identify client needs and translate them into service recommendations without being pushy.
• Highly organized and self-directed; able to manage a portfolio of client relationships simultaneously.
• Ability to work toward KPIs and revenue targets tied to compensation.
• Experience using CRM tools and basic reporting.

Nice-to-have

• Enrolled Agent (EA) credential, or actively pursuing EA certification.

Compensation & Benefits

• Base salary: $70,000–$80,000
• Incentives: additional compensation for upsells and referrals
• Total annual earnings: up to $100,000 possible
  • Any earnings above base salary come solely from incentives.
  • Incentive earnings are not guaranteed.

Benefits include:

• Health insurance
• Health savings account
• Flexible paid time off
• Retirement savings program (401k)

Location

Remote. At this time, the role is not hiring in CA, CO, CT, MA, NJ, NY, or WA.

Schedule

Full-Time, minimum 40 hours per week.

Equal Opportunity / Accommodation

• Equal opportunity employer committed to providing an environment of mutual respect.
• Reasonable accommodation is available for individuals with disabilities in employment, its services, programs, and activities.