Hybrid Tax Account Manager

Posted 2 days ago

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About the role

  • Client Success Account Manager responsible for client service and product support at CBIZ. Managing technical issues and ensuring client satisfaction with Centrally HR product.

Responsibilities

  • Providing exceptional client service and technical support for Centrally HR product
  • Serving as the primary point of contact for clients, assisting with system navigation, troubleshooting issues, and ensuring smooth operation of software solutions
  • Managing the day-to-day of services for an assigned block of accounts
  • Offering assistance with account management and technical support of UKG products
  • Collaborating with internal teams to resolve complex client issues and escalate client concerns when appropriate
  • Proactively identifying opportunities to improve system functionality and client satisfaction
  • Coordinating client meetings as needed
  • Conducting regular system audits to ensure data accuracy and compliance

Requirements

  • High School Diploma or GED equivalent required; Bachelor's degree preferred
  • 3 years of experience in industry or related field
  • Strong communication skills both oral and written with all levels of an organization, both internally and externally
  • Must obtain and preserve required licenses/certifications as required
  • Proficient use of applicable technology
  • Able to work in a team environment as well as independently
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Travel based on client and business needs

Benefits

  • Health insurance
  • retirement plans
  • paid time off
  • flexible work arrangements
  • professional development

Job title

Tax Account Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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