Tax Client Services Advisor

DiLucci CPA

11h•$70,000 - $100,000•Remote

About The Position

The Tax Client Services Advisor owns the ongoing relationship with an assigned portfolio of tax clients, serving as their primary point of contact and trusted advocate. The role applies hands-on tax knowledge to understand each client’s situation, explain tax matters clearly, identify relevant services, and support long-term client satisfaction and retention. This is a relationship-first, revenue-aware role at a small, fast-growing firm. Success is measured by proactive outreach, client satisfaction, issue resolution, and revenue growth through client-beneficial upsells and referrals. The advisor works with tax preparers, accountants, specialists, and the sales team to resolve issues, support renewals and service introductions, and improve the client experience. The position is remote and full-time, with a minimum schedule of 40 hours per week. The firm is not currently hiring in California, Colorado, Connecticut, Massachusetts, New Jersey, New York, or Washington. Compensation is a base salary of $70,000–$80,000, with additional incentives for upsells and referrals. Total annual earnings of up to $100,000 are possible; incentive earnings are not guaranteed.

Requirements

At least 2 years of hands-on tax experience, such as tax preparation, tax resolution, or client services at a CPA, EA, or tax firm.
At least 2 years in a client-facing, relationship-management, or account-management role.
Clear, confident written and verbal communication, including the ability to explain tax concepts simply and build rapport quickly with clients.
A consultative approach to identifying client needs and recommending services without being pushy.
Strong organization and self-direction, with the ability to manage multiple client relationships simultaneously.
Comfort working toward KPIs and revenue targets tied to compensation.
Experience with CRM tools and basic reporting.

Nice To Haves

Enrolled Agent (EA) credential or actively pursuing EA certification.

Responsibilities

Serve as the primary point of contact for an assigned book of tax clients and build long-term, trust-based relationships beyond tax season.
Proactively contact clients on a regular cadence to review their tax situation, anticipate changing needs, and support a positive client experience.
Explain tax topics in clear, plain language so clients understand their situation and next steps.
Identify and surface appropriate opportunities for additional services, planning engagements, or expanded scope based on clients’ tax and financial situations.
Resolve client issues and concerns promptly, coordinating with internal tax preparers, accountants, and specialists as needed.
Track and report client health, satisfaction, and engagement, and flag accounts at risk of churn.
Collect and relay client feedback internally to help improve service delivery and identify service opportunities.
Maintain accurate CRM records of client interactions, outreach, and outcomes.
Partner with the sales team on renewals, cross-sells, and introductions to new services.
Onboard new clients and help ensure they are set up for success.