We are seeking a professional, organized, and client-focused Client Relationship Manager (CRM) to join our team. This individual will play a key role in supporting client relationships, coordinating communication, and assisting with the tax preparation process while helping create an excellent client experience from start to finish. Responsibilities Communicate with clients regarding documentation, appointments, and tax return updates Track the status of client tax returns and ensure timely follow-up Prepare and organize final tax return packages for delivery Greet clients in person and provide a welcoming office experience Assist with scheduling client meetings and maintaining calendars Support daily office operations and administrative tasks as needed Qualifications Strong communication and customer service skills Highly organized with strong attention to detail Ability to manage multiple tasks and deadlines Professional demeanor and positive attitude Experience in an office, administrative, or client service role preferred Tax office or financial services experience is a plus Position Details In-person position located in Bluffton, SC Office hours are Monday - Friday, 8:00 AM - 5:00 PM EST Full-time preferred Competitive compensation based on experience

Pay:

$20.00 - $25.00 per hour

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person