Cnect

Tax Relationship Management Associate

Cnect

full-time

Posted on:

Location Type: Hybrid

Location: Saline • Missouri • United States

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Salary

💰 $18 - $20 per hour

About the role

  • Support CPAs and tax professionals by assisting with administrative tasks that keep engagements organized and on track
  • Interact with clients professionally, helping collect documents, answer basic questions, and ensure a smooth service experience
  • Scan, organize, and process tax documents and returns, following established procedures and maintaining confidentiality
  • Assist with delivery of completed returns, including preparing e-filing packets and coordinating secure transmission of final documents
  • Use discretion within defined guidelines to prioritize tasks and maintain workflow efficiency
  • Maintain internal systems and records, ensuring client files, checklists, and tracking tools are accurate and up to date
  • Contribute to team operations, offering feedback and ideas that support process improvements and client service
  • Collaborate with tax and wealth teams, helping ensure administrative processes align with broader client goals
  • Demonstrate professionalism and reliability, contributing to a positive team culture and supporting senior team members as needed

Requirements

  • High school diploma or equivalent required; Associate’s degree preferred
  • 0–2 years of experience in administrative support, client service, or tax operations
  • Experience in a professional office or client-facing role preferred
  • Strong organizational and time management skills
  • Excellent communication and interpersonal abilities
  • Ability to exercise discretion and sound judgment in daily tasks
  • Proficiency in Microsoft Office and tax workflow systems
  • High attention to detail and commitment to confidentiality.
Benefits
  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
administrative supporttax operationsdocument processinge-filing preparationworkflow efficiencyclient file managementchecklist maintenancetracking tools
Soft Skills
organizational skillstime managementcommunication abilitiesinterpersonal skillsdiscretionsound judgmentprofessionalismreliabilityteam collaborationprocess improvement
Certifications
high school diplomaAssociate’s degree