Client Relations Associate

About the job

Founded in 1998, AbitOs, has proven itself to be each client’s uniquely trusted counsel for income and estate planning, pre-immigration tax planning, national and international tax, and advisory.

We pride ourselves on building strong relationships with our clients and providing personalized attention to each of them. And we do this all while maintaining a culture of mutual respect, collaboration, and adhering to responsible business practices. We value our people and offer competitive benefits, including generous paid time off, 401K matching, and more.

Abitos is seeking an experienced Client Relations Associate to join our team. Our ideal candidate is someone with solid customer service and sales experience, who genuinely appreciates interacting and servicing clients.

The candidate should be able to maintain effective channel strategies, drive growth and increase value from our prospective and current clients. This team member must maintain a sales pipeline to meet targets and goals.

Responsibilities include but are not limited to:

• Develop new business through servicing prospective clients in person and by digital or voice medium.
• Establish, develop and maintain positive client relations.
• Build and nurture client relations in order to create upsell opportunities.
• Analyze and solve client concerns in a timely and professional matter.
• Provide consultative selling approach through a comprehensive understanding of client’s needs based on review and analysis of clients’ individual circumstances.
• Identify and assess client’s needs in order to provide the appropriate services.
• Screen and prioritize incoming telephone calls; respond to inquiries and aim to resolve issues as best as possible.
• Upon training, send out estimates and relevant documentation.
• Follow up on sent estimates.
• Manage the formation, dissolution, and maintenance of corporate entities, such as corporations, LLCs, and partnerships.
• Prepare and file entity maintenance documentation with state and federal agencies, including articles of incorporation, annual reports.
• Communicate with our tax specialists to ensure compliance with regulatory requirements and internal policies.
• Conduct due diligence reviews of existing entities to identify any gaps or deficiencies in corporate records.
• Upon training handle simple IRS forms related to entity management, such as EIN applications and annual tax filings.
• Provide weekly updates on status of business portfolio.
• Conduct client intake procedures.

Education and Experience:

• Bachelor’s in Business, Marketing, Accounting or related field.
• Minimum of 2 years of relevant work experience.
• Excellent communication skills.
• Fluency in English, Spanish; Portuguese a plus.
• Excellent customer service skills.
• Ability to work in fast paced environment.
• Excellent listening skills with clear and professional communication.
• Excellent time management and interpersonal skills.
• Computer proficiency.
• Must be a team-player.
• Reliable transportation and valid driver's license with good driving record required.
• Maintain a high degree of confidentiality at all times.
• Demonstrate the highest level of personal integrity.

Benefits:

• Competitive salary
• 401(k) plan with Employer match
• Health, Dental, Vision insurance
• Health Savings Account (HSA) for additional tax relief
• Employer paid life insurance
• Employer paid long-term disability
• Supplemental insurance
• Generous paid time off
• Excellent work environment
• Free Parking
• Flexible hours
• CPE Reimbursement
• CPA and EA exam review course and exam fees reimbursement

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