Tax Client Service Representative
Allworth Financial
- Salary
- $60k - $64k
- Experience
- 1+ yrs
- Location
- Vancouver, Washington, United States
- Job type
- Full-time
Required skills
- Microsoft Office
- CRM
- Document Management
- Intuit Lacerte
About the role
1+ year tax or financial services and client service experience preferred; excellent communication; attention to detail; proficiency with Microsoft Office, CRM, and document management systems; Intuit Lacerte preferred; BS/BA preferred.
About Allworth Financial
Private registered investment advisory firm providing retirement, investment, and wealth planning to individuals and retirement plans.
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