Client Success Specialist – ClaryTax

Help Business Owners Save Thousands in Taxes While Delivering a White\-Glove Client Experience

At ClaryTax, we help entrepreneurs, high earners, and real estate investors stop overpaying the IRS — legally and confidently.

We are a fast\-growing tax planning company focused on proactive strategy, personalized guidance, and exceptional client experience. Our clients are business owners and professionals who rely on us not just for taxes, but for long\-term financial guidance and support.

We are looking for someone who genuinely enjoys:

• working with people
• building relationships
• staying organized
• creating a high\-level client experience
• managing moving parts
• helping clients feel supported and cared for

This is NOT a back\-office data entry role.

This is a client\-facing position where you will become an important part of our clients’ experience and success journey.

This role is ideal for someone with a background in:

• customer service
• real estate offices
• transaction coordination
• client success
• hospitality
• administrative support
• account management
• recruiting or onboarding

especially someone who thrives in fast\-paced, people\-oriented environments.

What You’ll Be Doing

• Welcome and onboard new clients into our tax planning program
• Guide clients through our structured onboarding process
• Build strong client relationships and provide a white\-glove experience
• Coordinate client documents, timelines, and next steps
• Assist with creating and organizing tax planning deliverables
• Conduct client follow\-ups and check\-ins
• Manage CRM updates and workflow tracking
• Help ensure clients stay engaged and supported throughout the year
• Coordinate internally with sales, operations, and fulfillment teams
• Assist with scheduling, billing follow\-up, and client communication
• Help improve client retention and overall client satisfaction

What We’re Looking For

• Strong communication and relationship\-building skills
• Someone who enjoys talking with clients and helping people
• Organized and detail\-oriented
• Comfortable managing multiple priorities at once
• Positive, proactive, and solution\-oriented attitude
• Professional and polished communication
• Experience in office administration, customer service, client success, or coordination roles
• CRM experience preferred
• Bilingual English/Spanish is a major plus

Experience That Transfers Well Into This Role

Candidates with backgrounds such as:

• real estate offices
• transaction coordination
• recruiting
• hospitality
• account management
• legal administration
• medical offices
• customer success
• executive assistant roles

often do extremely well in this position.

Why Join ClaryTax?

• Fast\-growing company with strong long\-term growth opportunity
• Supportive and team\-oriented environment
• Opportunity to grow into leadership and operations roles
• Meaningful work helping business owners improve their financial future
• High\-impact role with direct client interaction
• No prior tax planning experience required — we train the right person

About ClaryTax

ClaryTax was built to help high earners, entrepreneurs, and real estate investors stop overpaying the IRS through proactive tax strategy.

We go beyond tax filing — we help clients build smarter financial futures through personalized tax planning and implementation.

If you love working with people, staying organized, and being part of a growing company where your work truly matters, we’d love to meet you.

Job Type: Full\-time

Pay: $21\.00 \- $23\.00 per hour

Expected hours: 40\.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Paid training

Application Question(s):

• Do you genuinely enjoy working directly with clients and building relationships? Why?
• Describe a time you had to manage multiple clients, deadlines, or priorities at once. How did you stay organized?
• What interests you most about joining a fast\-growing company like ClaryTax?
• Do you live within 30 mins of 7951 Ogden Ave, Lyons IL 60534

Work Location: In person