Tax Client Service Representative is open at Allworth Financial in Lynnfield, Massachusetts, United States. The posting gives no salary; similar roles in the United States advertise a median of $132K. Posted on Oct 7, 2026, and still on Allworth Financial’s careers page when we last checked, on Nov 14, 2026.
About the role
Delivering exceptional service experiences with every phone, video conference and face-to-face client interaction Scheduling and confirming client appointments for the tax advisor team Managing and reviewing calendars for tax advisors and preparing appropriate materials based on upcoming appointments Completing all aspects of new client account onboarding Organize and prepare client tax documents for tax advisors’…
The opening lines of the posting. The rest is on Allworth Financial’s careers page.
Hiring at Allworth Financial
Allworth Financial has 19 open roles right now, 2 of them remote. Most are in Finance & Trading, Consulting & Solutions and Marketing & Community. See all its roles
