Tax Advisors Group

TAG It™ Business Personal Property System

Position: Client Service Consultant

Job Description: Provide excellent customer service to clients by maintaining efficient and timely responses to all day-to-day communication. Maintain the consulting calendar to efficiently and effectively service the clients and the consultants to meet all internal and external deadlines. Monitor administrative projects as necessary. Provide operations and consulting support as needed. Contribute to team effort.         

Duties:

  • Maintain day-to-day company workflow with an efficient turnaround time of 24 hours or less. Includes examining client communications and coordinating any questions and/or requests between Consultants and Clients via phone and email
  • Maintain corporate calendar and client appointments daily
  • Organize setup of new clients and facilitate new client integration calls and associated paperwork. Prepare new client data to provide to assigned consultant(s)
  • Coordinate and manage annual information and data requests for rendition filing season
  • Manage tax accrual process including review and distribution to clients
  • Coordinate real estate protests and hearing notices for assigned clients
  • Facilitate and track data and documents required for hearings
  • Oversee, review, and track tax savings reports for each assigned client
  • Summarize client account information for supervisor and/or assigned consultant
  • Track client tax bills and communicate any urgencies or special needs to Consulting Director, clients, or other TAG personnel as needed
  • Coordinate all client site inspections related to Appraisal District tours, Fee appraisals, and any other site inspections
  • Provide Operations support for clients utilizing the external client portal site managed by TAG
  • Maintain and update all client contact information in TAG software systems as needed for each assigned client
  • Maintain and coordinate Appointment of Agent matters as needed
  • Assist TAG personnel and clients on special projects as needed
  • Provide support to Operations and Consulting teams as needed throughout the practice including mail, scanning, printing, and organizing documents                                                                         

Requirements:

  • 2-4 years of property tax experience (college degree preferred, but not required)
  • Strong verbal and written communication skills – this position will be responsible for answering the telephone and sending emails both internally and to clients
  • Must be well organized and maintain a neat work area at all times
  • Ability to multi-task and work independently – this position will be responsible for dealing with large volumes of requests along with daily duties.
  • Must be able to take on multiple tasks while still maintaining accuracy and attention to detail
  • Strong Microsoft Excel skills (using formulas, pivot tables, removing duplicates, conditional formatting, and converting data from txt files into Excel files)
  • Light-to-medium experience with Microsoft Access (ability to export and import data, run basic queries)

Compensation:

  • Salary based on experience
  • Performance-based incentive bonuses of up to 10% of base salary
  • Winter closing for approximately 2 weeks the end of December and beginning of January each year during the Christmas and New Year’s holidays
  • PTO time awarded based on years of employment (prorated 1st year based on start date)
  • Health insurance paid for employee
  • Other bonus opportunities and benefits may apply
  • Office Hours M-F 8:00am – 5:00pm or 8:30am – 5:30pm

Innovative BPP Strategies

Tax Advisors Group is widely recognized as the developer of TAG It™, an innovative Business Personal Property tax consulting strategy.

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Commercial Real Estate Tax

For our clients who want to work with one provider for both their Commercial Real Estate and Business Personal Property tax, TAG has over 25 years experience to help minimize the cost of real estate taxes.

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Personalized Service

We Take Personalization Seriously. Personalization means one thing – you save more money. That’s because we do much more than just compliance.

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Leadership Team

Our leadership team is dedicated to personalized, effective, prompt and superior client service. That aspiration is carried throughout the company to each and every employee. We strive to be the most excellent tax consulting firm in the industry.

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