Client Services Representative managing relationships with international clients at a SaaS company. Responsible for customer satisfaction, onboarding, and promoting product adoption.
About the role
- Tax Senior Manager overseeing client engagements in Private Client Services at EisnerAmper. Fostering client relationships and ensuring compliance for ultra-high net worth individuals.
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
- Oversee tax planning and compliance functions for ultra-high net worth individuals and their families
- Engage with clients to deliver innovative tax planning, consulting, and compliance solutions
- Take on the primary review of complex tax returns and maintain regular communication with clients
- Cultivate relationships with clients, staff members, and external third-party client vendors
- Provide training and supervision to staff members, including reviewing and evaluating their work
- Actively solicit new client relationships and participate in client/potential client seminars
Requirements
- Bachelor’s Degree in Accounting or equivalent field is required
- 10+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
- 8+ years of tax compliance, specialization in complex technical individual and business
- Recent Public Accounting experience
- CPA or IRS Enrolled Agent Certification required
- Experience acquiring new clients and growing a book of business
- Experience using GoSystems or CCH Axcess tax software
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
- culture that has received multiple top “Places to Work” awards
- Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior client service role at BNY fostering world - class client service across multiple products. Collaborating with clients and internal teams to enhance satisfaction and address complex issues.
Client Services Associate responsible for accurate onboarding documentation and client interactions at financial services firm. Includes handling pension and investment analysis on behalf of the company.
Manager in Finance Transformation focusing on Japanese companies in Southeast Asia. Advising on purpose - led growth, operational foundations, and management strategies.
Client Service Officer supporting relationship managers in wealth management at an international bank. Responsibilities include client relationship coordination and collaboration with internal stakeholders.
Customer Service Representative providing support to Employee Benefit Consultants, clients, and insurers. Handling queries over phone and email in a hybrid work environment.
Client Service Excellence Center associate providing exceptional service via inbound calls to assist clients with financial inquiries at Vanguard. Requires strong client service experience and licensing.
Cyber Client Service Technician ensuring device cybersecurity at GE HealthCare's medical technology. Servicing customer IT and security for enhanced satisfaction with biomedical equipment security.
Client Services Specialist supporting clients on a leading trading platform with advanced communication skills. Handling KYC procedures and providing comprehensive client support and training.
Client Service Specialist supporting clients through live chat, emails, and calls for a leading trading platform. Assisting with KYC procedures and enhancing client satisfaction.