Index Client Services Manager managing customer retention, adoption, and satisfaction across the Americas region with a focus on client experience. Collaborating with teams to enhance onboar...
About the role
- Tax Senior Manager at EisnerAmper overseeing client engagements and tax compliance for ultra-high net worth individuals. Collaborating with Partners and leading a team in a flexible, hybrid working environment.
Responsibilities
- Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
- Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise
- Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families
- Provide training and supervision to staff members, including reviewing and evaluating their work
- Stay updated on changes in tax laws, regulations, and accounting standards
Requirements
- Bachelor’s Degree in Accounting or equivalent field is required
- 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation
- Recent Public Accounting experience
- CPA or IRS Enrolled Agent Certification required
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
- received multiple top “Places to Work” awards
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Tax Manager in Aprio's Tax team, maximizing client opportunities and ensuring team excellence at a top CPA firm.
Offsite Phlebotomy Specialist for Guardant Health coordinating patient phlebotomy orders remotely. Collaborating with vendors and internal teams to maintain effective service and documentation.
Client Services Coordinator in Rural Accountancy Team managing client communication and compliance processes. Supporting detailed information flow and maintaining high service standards.
Tax Manager overseeing multiple client engagements in Private Client Services at EisnerAmper. Leading tax planning, compliance, and team development activities in a hybrid working environment.
Inside Customer Services Coordinator at Trusted Restorer enhancing member satisfaction through calls and correspondence. Collaborating with marketing and sales teams to aid member development.
Sr. Client Service Associate managing client onboarding and support for Wealth Enhancement firm. Facilitating client experience and administrative tasks in a hybrid work environment.
Associate in Client Service Management at BNY resolving complex client issues and ensuring service execution by collaborating with clients and internal teams.
Client Service Manager overseeing negotiations and implementation of national projects for retail clients. Ensuring high service levels and managing financial activities within organizational processes.
Tax Manager overseeing client engagements, reviewing complex returns, and mentoring staff at EisnerAmper in Private Client Services.