Key Responsibilities:

• Develop and maintain strong relationships with existing and new clients.
• Understand client tax needs and provide proactive solutions.
• Coordinate with internal tax professionals and accountants to deliver timely services.
• Manage client onboarding, documentation, and follow-ups.
• Address client concerns promptly and professionally.
• Track client satisfaction and identify opportunities for service improvements.
• Assist in cross-selling other services like bookkeeping, payroll, and corporate filings.

Requirements:

• Bachelor’s degree in Business, Finance, or related field.
• 2+ years of experience in client service or account management (tax or financial industry preferred).
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Proficiency in CRM software and Microsoft Office Suite.

What We Offer:

• Competitive salary with performance-based bonuses
• Professional development opportunities
• Supportive team environment
• Flexible work arrangements (Hybrid/Remote)

Essential Knowledge, Skills, and Experience

Product knowledge: Deeply understand the technology and features of the product area to which you are assigned.

Research: Provide human and business impact and insights for products.

Deliverables: Create deliverables for your product area (for example competitive analyses, user flows, low fidelity wireframes, high fidelity mockups, prototypes, etc.) that solve real user problems through the user experience.

Communication: Communicate the results of UX activities within your product area to the design team department, cross-functional partners within your product area, and other interested Superformula team members using clear language that simplifies complexity.

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