Consultor Comercial responsible for client relationships and sales at Sittax, driving growth through strategic opportunities. Engage in direct sales and improve commercial processes.
About the role
- Plan Manager overseeing tax exempt retirement plans at Voya. Enhancing client relationships and ensuring effective service delivery while managing complex inquiries and issues.
Responsibilities
- Manages all aspects of specific Tax Exempt TPA Services plans
- Maintain and enhance relationships with existing clients
- Provide immediate resolution to customer inquiries through interaction with internal business partners
- Services as primary customer contact for specific sponsored plans
- Resolves service and communication issues through direct contact with sponsors, other customers and internal functional units (money in, money out, technical services)
- Participates in relationship management with plan sponsors and customers
- Collaborates with sales, record keeping and operations staff to ensure plan alignment
- Contributes to product development and process improvement efforts
- Identifies and assists with plan retention opportunities, sponsors, distribution and TPAs
Requirements
- 3+ years financial services industry experience
- Customer Services experience/skills
- OMNI experience required
- SPARK/ARPS Certification preferred or completed upon hire
- Bachelor's degree preferred
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Senior lawyer providing consulting in direct taxes for a law firm in São Paulo. Involves tax planning, structuring, and advisory for various sectors.
Senior Associate in Sales & Use Tax Consulting at Crowe, analyzing tax planning and compliance issues while mentoring team members. Engage collaboratively with clients to deliver high - quality consulting services.
Payroll Tax Specialist responsible for managing federal, state, and local tax filings and compliance. Ensuring accurate payroll records and resolving tax - related inquiries for Acumen Fiscal Agent.
Sr Tax Specialist managing income tax returns for corporate and partnership entities at Casago vacation rental company. Collaborating with finance team and ensuring tax compliance and optimization.
Tax Director responsible for leading tax compliance and strategy in Mexico for multinational operations. Engaging with senior leadership to drive sustainable business value while managing compliance risks.
Senior Director, Tax leading enterprise tax operations with oversight of U.S. federal income tax and insurance - specific tax matters at GEICO. Collaborate with Finance leadership for tax risk management and compliance.
Sr. Tax Associate providing tax compliance services for high - net - worth clients at Mercer Advisors. Preparing tax returns and collaborating with the team in a hybrid work environment.
Senior Tax Advisor coordinating tax law and leading development initiatives impacting the organization. Providing expert advice and oversight on tax compliance and financial practices.
Property Tax Consultant identifying tax savings opportunities for clients through research and calculation. Collaborating with team members and clients to enhance tax - related services and efficiency.