Client Liaison and Operations Assistant

23 hours ago


London, Greater London, United Kingdom C & V Income Tax Services Full time

C & V Income Tax Services is a leading provider of tax services, and we're looking for a highly skilled Client Liaison and Operations Assistant to join our team. This role offers a unique blend of client-facing responsibilities and essential document management tasks.

The ideal candidate will have strong communication skills, attention to detail, and the ability to work efficiently in a fast-paced environment. We offer a competitive salary of $19.60 - $20.80 per hour, with opportunities for overtime pay, as well as a comprehensive benefits package.

Responsibilities:

  • Provide exceptional client service, greeting clients and determining their needs.
  • Triaging incoming clients and logging them into our Client Tracker software.
  • Communicate with tax preparers to ensure timely and efficient client service.
  • Transfer files between tax preparers and management.
  • Review and assemble tax returns with attention to detail.
  • Communicate with clients via phone, email, or in-person.

Requirements:

  • Strong understanding of Canada's privacy laws and the Canadian Income Tax Act.
  • Ability to work a variety of weekday, evening, and Saturday shifts from February to April.
  • Flexibility to adapt to changing roles and job rotation.


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