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.

Requirements:
• 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.