Lead Client Service Representative at NFP managing the CSR Team and complex client accounts. Providing effective customer support and collaborating with Account Managers in a hybrid setting.
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
Client Services Officer providing administrative support for custom and open programs at UQBS Executive Education. Ensuring smooth operational delivery of high - impact executive learning experiences.
Client Services Support Coordinator providing administrative support at a healthcare staffing company. Responsible for candidate management and client communications while working remotely with some onsite days.
PWM Client Service Associate providing support to Wealth Management clients through daily calls, transactions, and compliance problem resolution. Proactively identify issues while fostering client satisfaction and relationship expansion.
Client Services Case Manager responsible for case management and treatment adherence for patients living with HIV/AIDS. Coordinating medical and social services at Harbor Health Centers with a comprehensive benefits package.
Client Services Manager leading Tier 1/Tier 2 support teams for NetVendor. Responsible for customer service delivery, team performance, and process improvement.
Manager supporting the development and execution of strategic initiatives for client services at Bank of America. Engaging with stakeholders to improve operations and processes for optimal client experiences.
Client Services Administrator at Attivo, fostering client relationships and providing administrative support in hybrid work setup. Required to be in office at least 3 days a week, remote for remaining days.
Client Services Administrator at Attivo fostering relationships with clients and handling inquiries. Supporting Financial Planners and ensuring exceptional customer service while adhering to compliance regulations.
Service and support representative for Private Wealth Management at U.S. Bank. Handling client calls, transactions, and problem resolution while ensuring client satisfaction.