About the Company
Liberty Financial Group is a well-established financial advisory firm with a strong presence in the Greater Boston area. We pride ourselves on providing comprehensive and personalized financial guidance to individuals and businesses, helping them navigate complex financial landscapes, including local tax obligations. Our team is dedicated to client success and fostering a supportive, growth-oriented work environment.
Job Description
We are seeking a dedicated and customer-focused ‘Local Council Tax Advisor’ to join our team in Cambridge, MA. In this vital role, you will serve as a primary point of contact for clients seeking assistance and advice regarding municipal taxes, property assessments, and other local government-related financial matters. This position is ideal for an individual with a strong commitment to client service, excellent communication skills, and a desire to help community members understand and manage their local tax responsibilities. Full benefits are provided, emphasizing our commitment to employee well-being.
Key Responsibilities
- Provide expert advice and guidance to clients on municipal tax regulations, property assessments, and local government fee structures.
- Assist clients with understanding their local tax bills, deadlines, and payment options.
- Support clients in navigating local tax appeals processes and documentation.
- Clearly communicate complex tax information in an understandable manner to diverse clientele.
- Maintain up-to-date knowledge of local tax laws, changes, and relevant policies in Cambridge and surrounding areas.
- Conduct client meetings, both in-person and virtually, to assess needs and provide tailored solutions.
- Collaborate with internal teams to ensure seamless client service and information sharing.
- Document client interactions and maintain accurate records in our CRM system.
Required Skills
- Exceptional customer service and interpersonal skills.
- Strong verbal and written communication abilities.
- Ability to explain complex information clearly and concisely.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- High level of integrity and professionalism.
- Strong organizational skills and attention to detail.
Preferred Qualifications
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- Previous experience in a client-facing role, preferably within financial services, tax preparation, or public administration.
- Familiarity with municipal tax systems or property assessment processes in Massachusetts.
- Experience using CRM software.
Perks & Benefits
- Comprehensive health, dental, and vision insurance.
- Generous paid time off and holidays.
- 401(k) retirement plan with company match.
- Life and disability insurance.
- Professional development and continuing education opportunities.
- Employee wellness programs.
- Supportive and collaborative work environment.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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