Client Account Associate
As a Client Account Associate, you will ensure that all clients receive exceptional service throughout their engagement with our firm. You will be responsible for client outreach on receivables and help create solutions to resolve client questions. This role requires a tenacious individual with a growth mindset, capable of adapting to change and working through obstacles. You will be expected to meet/exceed individual and departmental goals and objectives set forth. High performance in this role will lead to further growth opportunities within alliant.
As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive. alliant offers six different service lines to our clients. This role is within our Accounting department, which supports all service lines across the organization.
Responsibilities:
• Collaborating with internal departments and fostering an environment of teamwork
• Create organic Raving Fans by delivering an A+ client experience
• Conduct research to provide solutions for issues concerning client billing
• Provide feedback and share ideas/suggestions to raise the bar of excellence
• Create solutions for client questions/issues
• Use proven strategies to contact clients via telephone to reconcile outstanding receivables
• Document client calls and suggest next action items to internal Business Development Team
• Introduce clients to our various service lines and how they could benefit their business
• Create account reconciliations for services rendered on projects
• Identify when escalated measures and/or negotiations are necessary
• Collect tax documents from clients to assist with Internal Revenue Service (IRS) inquiries
Qualifications:
• Bachelor's degree (preferred in Business Management or Accounting)
• Preferred 1-2 years of related client service experience
• Proficiency in Microsoft Office Suite (especially strong Excel skills) and other relevant software applications
• Strong analytical skills to help develop potential solutions for complex issues
• Excellent verbal and written communication skills
• Ability to diffuse escalated situations with clients, maintaining a professional and calm demeanor
• Able to prioritize work and manage multiple tasks with a high client volume
• Ability to work effectively both as a team and independently
• Ability to analyze issues, think critically, find solutions, and use escalated tactics concerning late payments or disputes
• Detail oriented with strong organizational skills
• Internal passion and drive for self-investment
• High sense of urgency with the ability to meet deadlines, achieve monthly/quarterly goals, and adapt to changing priorities
• Receptiveness to performance feedback within a team environment is essential
• Candidate must reside or relocate to Houston, TX
alliant offers a comprehensive compensation and benefits package including 100% employer paid medical/dental premiums for single coverage for some options, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group exercise classes, paid covered parking, daily allowance for onsite café and Starbucks, and more!
Do Work That Matters. alliant
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What We Do
alliantgroup, LP is the leading international tax specialty services provider, working with CPA firms and their clients to ensure companies receive the full benefit of federal and state tax incentives to create jobs and spurring innovation.
No other firm has alliantgroup's combination of talent, resources, and experience to substantiate business claims. We hear time and again from our clients how much they value our industry knowledge, attention to detail, and consideration for their time.
Our people and culture set us apart as a firm, and our staff includes professionals from a diverse array of fields, including architecture, engineering, software development, chemistry, and accounting.
alliantgroup also maintains an active Strategic Advisory Board of former law and policymakers, bringing a deep bench of expertise from Washington insiders on the forefront of tax legislation. In addition, our firm works closely with industry and CPA organizations to educate and spread the word of the many credits and deductions available to small to medium-sized businesses.
