<div class="content-intro"><p></p> <p data-olk-copy-source="MessageBody"></p> <p><strong data-olk-copy-source="MessageBody">About Allworth Financial</strong></p> <p data-olk-copy-source="MessageBody">Allworth Financial (<a href="https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.allworthfinancial.com%2F&data=05%7C02%7CIliana.Escobar%40allworthfinancial.com%7C2026e3688002494e93f808df0eaab575%7C1750600f3ba44b0792b0e6cf63ab59d0%7C0%7C0%7C639245798531057261%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=wcUn7TLLpjjmsIf%2F0o3IE85m3Pxdeo6ewHuXRdqNzHw%3D&reserved=0" data-auth="NotApplicable" data-linkindex="2">www.allworthfinancial.com</a>) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.</p> <p>Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.</p> <p><span data-olk-copy-source="MessageBody">Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.</span></p> <p></p></div><p><strong>SUMMARY:</strong></p> <p>Our Tax Solutions Department consistently strives for service excellence. Client Service Representatives support tax advisors and consistently deliver an exceptional tax client experience.</p> <p>This position is Non-Exempt hourly position with the range $29/hour to $30.77/hour. This position will be onsite in the Vancouver, WA.</p> <p><strong>DUTIES AND RESPONSIBILITIES:</strong></p> <ul> <li>Delivering exceptional service experiences with every phone, video conference and face-to-face client interaction</li> <li>Scheduling and confirming client appointments for the tax advisor team</li> <li>Managing and reviewing calendars for tax advisors and preparing appropriate materials based on upcoming appointments</li> <li>Completing all aspects of new client account onboarding</li> <li>Organize and prepare client tax documents for tax advisors’ use in tax preparation</li> <li>Assemble and deliver client tax returns</li> <li>Ability to handle multiple tax advisors’ client list and complex service situations</li> <li>Focusing on quality and accuracy of work</li> <li>Suggesting and implementing process improvements</li> <li>Special projects as needed</li> </ul> <p><strong> </strong></p> <p><strong>QUALIFICATIONS:</strong></p> <ul> <li>Passion for excellent service and client satisfaction</li> </ul> <ul> <li>Excellent verbal and written communication skills</li> <li>Minimum 1 year of tax or financial services industry and client service experience preferred</li> </ul> <ul> <li>Strict attention to detail</li> <li>Ability to multi-task and prioritize work daily</li> <li>Flexibility and embraces change</li> <li>Strong organizational, problem-solving, and analytical skills</li> <li>Strong team player and approachable</li> <li>High degree of professionalism</li> <li>Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow systems; experience with Intuit Lacerte preferred</li> <li>BS/BA degree preferred</li> </ul><div class="content-conclusion"><p><strong>BENEFITS</strong></p> <p>We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:</p> <ul> <li>Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates</li> <li>Dental insurance with MetLife</li> <li>Vision insurance with VSP</li> <li>Optional supplemental benefits</li> <li>Healthcare savings accounts with company contribution</li> <li>Flexible spending accounts</li> <li>Flexible working arrangements</li> <li>Generous 401K contributions </li> <li>Exempt associates qualify for our flexible paid time off policy</li> <li>Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment</li> <li>11 Paid Holidays</li> <li>Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)</li> <li>Future growth opportunities within the company</li> </ul> <p>In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.</p> <p><em>Benefits are available to full-time associates who work more than 30 hours a week.</e