Tax Manager overseeing multiple client engagements and reviewing complex returns at EisnerAmper. Responsible for mentoring staff and building client relationships in the Private Client Services practice.
About the role
- Private Client Coordinator at Marsh McLennan Agency providing assistance on new and renewal client services. Collaborating with team members to deliver high-quality client service and support.
Responsibilities
- Provide assistance to the Producer and client service team members on coordinating the marketing and placement of new and renewal clients.
- Responsible for a variety of daily servicing tasks in support of a designated team or book of business.
- Ability to work independently and in a team is critical in this role.
Requirements
- High school diploma or equivalent, required.
- Must be detailed with excellent organizational and time management skills.
- Good interpersonal skills and a high sense of urgency.
- Excellent written and verbal communication.
- Proficiency in Microsoft office applications required.
- Must have the ability to work under pressure and multi-task.
- Property/Casualty license or ability to attain is required.
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
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