Tax & Wealth Customer Service Representative

Anticipated Hiring Range: $20-35/hour  Classification: Part time (Approx. 20 hours per week with seasonal increase February-April Reports To: Director of OperationsLocation: Loveland, Colorado (would consider Hybrid after onboarding)  Position Summary The Client Service & Tax Operations Associate plays a critical role in supporting both the firm’s tax and wealth service delivery, ensuring a smooth and organized client experience across all service areas. This position is responsible for managing tax workflows, coordinating document collection, and supporting return preparation while also assisting with client service requests and administrative operations on the wealth side. The ideal candidate will bring hands-on tax experience and a strong understanding of tax documentation and workflows, combined with a high level of organization and attention to detail. This individual thrives in a fast-paced, client-focused environment, is proactive in follow-up and communication, and can effectively manage multiple priorities—particularly during peak tax season—while maintaining a high standard of accuracy and service. Experience, Knowledge and SkillsMinimum Requirements1–3 years of administrative, client service, or tax support experienceStrong organizational and time management skillsAbility to manage multiple tasks and deadlines simultaneouslyMust reside in ColoradoPreferred SkillsExperience in a financial planning or tax preparation firmFamiliarity with CRM systems and tax software systemsExperience working with client portals or document management systemsBasic understanding of tax documents (W-2, 1099, K-1, etc.)Strong written and verbal communication skillsComfortable learning new software and systems quicklyEssential Functions and Job DutiesTax Operations & Support (Primary Focus During Tax Season)Manage tax client onboarding and ensure all required information is collectedOversee document collection through the client portalFollow up with clients on missing documents and provide guidance on required materials Review incoming documents for completeness and accuracyMonitor project status alerts in the client portal and keep the team informedAssist with preparation of individual tax returns (1040s) and related documentationSupport extensions, estimated payments, and state filingsHandle e-file workflows, including Form 8879 routing and confirmationsPrepare and assist with client-facing tax letters and communicationsEnsure returns stay within the scope of service and are completed on timeAssist with quarterly estimated tax payments and tracking payment statusExtract and organize 1099 and DAF data for CPA inputManage tax notices and assist with resolution workflows (including Protection Plus claims)Wealth Client Service & Account SupportAssist with client service requests and account maintenance: Address updates, Contact information updates, Account linking/delinkingSupport onboarding and upfront client engagement processesAssist with recurring CRM maintenance Help manage and maintain accurate client data across systemsInsurance & Additional SupportPrepare insurance quotes and illustrationsManage applications through underwriting to in-force statusCoordinate communication between clients, carriers, and advisorsClient Experience & CommunicationSchedule and conduct welcome calls for new tax clientsProvide timely and professional communication with clientsEnsure a smooth and organized client experience across all touchpointsWhat Success Looks LikeOrganized, timely, and accurate handling of tax workflows during peak seasonProactive follow-up with clients—nothing falls through the cracksClean, well-maintained systems and client data across platformsHigh-quality client experience across both tax and wealth interactionsStrong internal communication and coordination with the teamTeam-oriented with a strong client-first mindsetAdditional ContextHours could increase during tax season (February–April)Cross-functional role supporting both tax and wealth teamsOpportunity to grow into expanded operational or client service roles Additional Disclosures The above statements reflect the principal functions of the occupation described. They shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation. Perspective Wealth Advisors reserves the right to alter, amend, change, or terminate any responsibilities or other information provided in this job description at any time, with or without notice.Benefits Include: Health (medical, dental, and vison), generous paid time off, sick leave, bereavement, and 9 federal holidays. Additionally, after 6 months of employment PWA offers a 4% 401(k) as well as bonus and incentive compensationPhysical Requirements: The physical requirements for this in-person office job include the ability to sit for extended periods, use hands for tasks such as typing, handling documents, and operating office equipment, as well as reach with arms and hands. Clear communication through talking and hearing is essential, and close visual acuity is required for tasks like analyzing data, transcribing, using a computer, reading printed materials. The role also demands the ability to adjust focus for both close and distance vision, color vision, and peripheral vision. EOE Statement: Perspective Wealth Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.Conditions of Employment: Candidates must successfully complete all pre-employment screenings and employment eligibility verification. Pre-employment screenings include a background and national sex offender search.