Up to $50k TAX Accounting Position/Mortgage
Location: Salt Lake City
Posted on: October 24, 2024
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Job Description:
Job Title Tax Account Manager -
Job Purpose
Maintain positive relationships with assigned clients by providing
daily on-site interaction, facilitating regular communication,
resolving client requests, liaising with internal business units,
participating in project management and overseeing resolution of
issues to ensure delivered services meet client needs and
expectations.
Job Responsibilities
?h Professionally represent to the lending community, cultivate
relationships in support of the company's business development
objectives and identifying opportunities for enhancement of its
services.
?h Provide customer audits, work reverse audits
?h Set up new user ids for existing customers
?h Audit user lists for our larger customers
?h Set up new customers which entails:
o Setting up the customer header
o Setting up the billing fee table
o Setting up user ids
o Sending out the welcome package
o Following up communication with customer
?h Notify the appropriate teams of new customers; work with Project
Manager to ensure a smooth transition.
?h Maintain customer profiles & billing tables
?h Facilitate client training by implementing application-specific
orientations and training programs and provide team members with
reference material as required
?h Provide account management support for some of the smaller
customers that are not assigned to Customer Care
?h Provide support to the other tax account managers
?h Facilitate client training by implementing application-specific
orientations and training programs and provide team members with
reference material as required
?h Focus on Customer retention by working with operations to ensure
extraordinary service.
?h Provide timely assistance to written and oral customer questions
and issues.
?h Maintain a thorough understanding of most current services and
capabilities and ensure that customers receive the maximum benefit
according to their needs, expectations, and Service Level
Agreements (SLA??s).
?h Assertively identify and assess customer needs, document
required action steps, and coordinate with appropriate internal
teams in line with established operational and technical
parameters.
?h Ensure resolution of client inquiries by utilizing experience
and resources to resolve high-impact customer issues and negotiate
sensitive and stressful situation. We are an equal employment
opportunity employer and will consider all qualified candidates
without regard to disability or protected veteran status.
Keywords: , Lehi , Up to $50k TAX Accounting Position/Mortgage, Accounting, Auditing , Salt Lake City, Utah
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