Client Coordinator

3 weeks ago

Vancouver, Canada Bench Accounting Full time

**What's Bench? Check us out in** Medium, Betakit, Financial Post, our Instagram, and our Life at Bench Blog.
- We acknowledge that Bench headquarters is located on the traditional, ancestral, and unceded territory of the Coast Salish Peoples, including the territories of the xʷməθkwəy̓əm (Musqueam), Skwxwú7mesh _(Squamish), and Səl̓ílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations._

Businesses need to understand their financial performance, but for many smaller ones, this means a trade-off between managing their books and running their businesses.

Our mission is to help every business owner thrive, by providing financial insight and peace of mind in one seamless platform. From creatives to chiropractors, Bench helps thousands of small business owners and entrepreneurs master their financial lives. Because understanding your finances should be three things: simple, effortless, and affordable.

We're growing fast, and we're looking for exceptional people to join us on this incredible journey. Check out our culture guide to learn more about what it's like to work at Bench and read more about our business here

**What does the Bench Tax department look like?**

At Bench, we want to ensure that clients feel supported beyond their bookkeeping. Therefore we created the Bench Tax team to support our clients when it comes to the tax filing process. With Bench Tax we will ensure our clients can ditch the tax season stress, _forever_. We're a startup within a startup; a small but mighty team working cross-functionally within Bench as well as working closely with our tax partner, Taxfyle.

**What you'll get up to**:
**_ Client Engagement_**:

- At the core of everything we do is our clients. As a Tax Coordinator with Bench Tax, you will obsess over achieving positive tax outcomes for our clients. You will be expected to be responsive and bias towards action when supporting and navigating though escalations/complex client situations._
- Helping clients to maintain an accurate tax filing through education and support
- Monitor and manage the delivery of our tax services within our partner, Taxfyle's, platform to ensure our clients are getting the best possible experience
- Use your knowledge of the Bench Tax processes to respond to and action inquiries & requests from various team members across Bench

**_Take a stand_**:

- Bench Tax is transforming the tax industry by creating a service that prioritizes the success of our clients over anything else. As a Tax Coordinator within the Bench Tax team, you are fired up to fundamentally change the lives of our clients through the positive outcomes our team can create. We embrace every setback, conversation, experience, and success as a means of making your stand happen._
- Be accountable to deliver on the Bench Tax Team's quarterly Objectives and Key Results (OKRs) or Key Performance Indicators (KPIs)
- Participate in the ideation and systematic improvement process that contribute to us building better systems, tools and processes to deliver superior results for our clients and fellow Benchmates

**What you'll need**:

- To be passionate about the client experience and motivated to engage with clients to meet their needs and exceed their expectations.
- Enjoy connecting with clients, improving their experience, and being a jack of all trades when it comes to client support.
- Enjoy driving business success through growth, innovation, and ambiguity.
- Have a high sense of ownership about your work and high performance standards.
- To be consistently looking to improve and are not satisfied with mediocrity.
- A self-starter who is comfortable taking action where there won't always be clarity. You have good judgment and always push things forward.
- Never shy in voicing your opinions, whether that's to a peer or any leader at Bench, and you welcome feedback from others. You believe that feedback is the cornerstone to being our best selves.
- Work well with other individuals and teams in a flexible work environment. Comfortable collaborating cross functionally with other Benchmates to enhance the client experience.
- Strive to be on the pulse of everything, whether that be stepping in to solve a problem, actively participating in ideation or communicating with various stakeholders to get things done

**It could be an even better fit if you have**:

- Experience in Salesforce or other CRMs is a plus.

**What you'll get**:

- At Bench we share information freely and openly whenever possible. You'll start at a base salary of $49,065 per year, with a tax season bonus of $1,000, the total earnings are $50,065.
- In addition, we offer an extended benefits package that includes paid vacation, unlimited paid flex days, and full health, dental, and vision.
- You'll get unlimited access to Bravely, our confidential, on-demand, 1:1 professional coaching service, and access to Inkblot Therapy, our virtual counselling service to support mental wellbeing.
- Bench has a number of Af

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