{"schemaVersion":"jobsearcher.job.v1","id":"068ea2f5dd3af2f62e1bfeeb","url":"https://jobsearcher.com/jobs/068ea2f5dd3af2f62e1bfeeb","canonicalUrl":"https://jobsearcher.com/jobs/068ea2f5dd3af2f62e1bfeeb","title":"Client Services Manager (Remote)","description":"At Tax Brilliance Advisors, we’re more than a financial services firm — we’re a partner for business owners and families who want to lower taxes, protect their wealth, and build legacies that last. We combine advanced tax planning strategies with wealth solutions to deliver a white-glove client experience from start to finish.\nWe’re growing quickly and need a Client Services Manager who can own the details of client onboarding, document collection, and service follow-up so our advisors can focus on strategy and client impact.\nThe Role\nAs our Client Services Manager, you’ll be the day-to-day contact for clients after they sign on, making sure they feel supported, informed, and cared for. You’ll manage client information in our systems, chase down documents, process service requests, and keep everything organized so nothing falls through the cracks.\nYour mission: ensure every client enjoys a smooth, efficient, and professional experience that reflects the Tax Brilliance brand.\nResponsibilities\nManage client onboarding: send engagement letters, welcome emails, and tax planning questionnaires.\nRequest, track, and organize client documents (tax returns, QuickBooks files, estate planning docs).\nSend reminders for missing documents and follow up promptly.\nUpdate CRM records after every call, email, or service touch.\nProcess service requests (address changes, form updates, status updates).\nPrepare and log finalized paperwork (tax planning deliverables, questionnaires).\nSupport advisors by preparing client files ahead of meetings.\nMaintain a high-touch, white-glove client experience in every interaction.\nQualifications\n2+ years of experience in client service, admin, or operations (financial services or similar compliance-driven industries preferred).\nStrong written and verbal communication skills — professional and client-friendly.\nTech-savvy and organized — comfortable with CRMs, project tools, and digital filing systems.\nHighly detail-oriented — you notice errors, missing info, and incomplete files before others do.\nAble to juggle multiple clients and deadlines without dropping balls.\nPositive, coachable, and proactive — you bring solutions, not just problems.\nWhy Join Us\n100% remote with flexibility.\nDirect impact on client experience in a growing advisory firm.\nA collaborative culture that values excellence, growth, and integrity.\nOpportunities to grow into operations leadership as the firm expands.\nJob Type: Full-time\nBenefits:\n401(k)\nPaid time off\nRetirement plan\nTuition reimbursement","company":"Taxbrillianceadvisors","rawCompany":"taxbrillianceadvisors","isRemote":true,"isActive":false,"createdAt":"2026-08-04T19:50:23.948Z","occupations":[{"code":"13-2082.00","title":"Tax Preparers","slug":"tax-preparers"},{"code":"43-9061.00","title":"Office Clerks, General","slug":"office-clerks-general"},{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"}],"industries":[{"code":"561110","title":"Office Administrative Services","slug":"office-administrative-services"},{"code":"541618","title":"Other Management Consulting Services","slug":"other-management-consulting-services"},{"code":"541611","title":"Administrative Management and General Management Consulting Services","slug":"administrative-management-and-general-management-consulting-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Services Manager (Remote)","description":"At Tax Brilliance Advisors, we’re more than a financial services firm — we’re a partner for business owners and families who want to lower taxes, protect their wealth, and build legacies that last. We combine advanced tax planning strategies with wealth solutions to deliver a white-glove client experience from start to finish.\nWe’re growing quickly and need a Client Services Manager who can own the details of client onboarding, document collection, and service follow-up so our advisors can focus on strategy and client impact.\nThe Role\nAs our Client Services Manager, you’ll be the day-to-day contact for clients after they sign on, making sure they feel supported, informed, and cared for. You’ll manage client information in our systems, chase down documents, process service requests, and keep everything organized so nothing falls through the cracks.\nYour mission: ensure every client enjoys a smooth, efficient, and professional experience that reflects the Tax Brilliance brand.\nResponsibilities\nManage client onboarding: send engagement letters, welcome emails, and tax planning questionnaires.\nRequest, track, and organize client documents (tax returns, QuickBooks files, estate planning docs).\nSend reminders for missing documents and follow up promptly.\nUpdate CRM records after every call, email, or service touch.\nProcess service requests (address changes, form updates, status updates).\nPrepare and log finalized paperwork (tax planning deliverables, questionnaires).\nSupport advisors by preparing client files ahead of meetings.\nMaintain a high-touch, white-glove client experience in every interaction.\nQualifications\n2+ years of experience in client service, admin, or operations (financial services or similar compliance-driven industries preferred).\nStrong written and verbal communication skills — professional and client-friendly.\nTech-savvy and organized — comfortable with CRMs, project tools, and digital filing systems.\nHighly detail-oriented — you notice errors, missing info, and incomplete files before others do.\nAble to juggle multiple clients and deadlines without dropping balls.\nPositive, coachable, and proactive — you bring solutions, not just problems.\nWhy Join Us\n100% remote with flexibility.\nDirect impact on client experience in a growing advisory firm.\nA collaborative culture that values excellence, growth, and integrity.\nOpportunities to grow into operations leadership as the firm expands.\nJob Type: Full-time\nBenefits:\n401(k)\nPaid time off\nRetirement plan\nTuition reimbursement","datePosted":"2026-08-04T19:50:23.948Z","dateModified":"2026-08-04T19:50:23.948Z","hiringOrganization":{"@type":"Organization","name":"Taxbrillianceadvisors","sameAs":"https://jobsearcher.com"},"jobLocationType":"TELECOMMUTE","applicantLocationRequirements":{"@type":"Country","name":"US"},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"068ea2f5dd3af2f62e1bfeeb"},"url":"https://jobsearcher.com/jobs/068ea2f5dd3af2f62e1bfeeb"}}