13 Client Support jobs in Grand Rapids
Customer Service Representative
Posted 15 days ago
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Job Description
Grand Rapids Lighting Center is seeking a friendly and motivated Customer Service Representative to join our team. This is an entry-level position ideal for someone who enjoys helping others, possesses strong communication skills, and is eager to learn about lighting products and home décor solutions. You will be the first point of contact for customers both in person and over the telephone, playing an important role in delivering an excellent showroom experience.
Key Responsibilities:
•Greet customers warmly and assist with basic inquiries regarding lighting products, store policies, and available services
•Answer telephone calls and respond to email messages in a professional and timely manner
•Provide accurate product information and guide customers through the showroom as needed
•Support the sales staff by entering orders, checking inventory, and scheduling deliveries
•Address customer concerns and escalate issues to the appropriate manager when necessary
•Maintain a clean, organized, and welcoming front desk and customer service area
•Continuously learn about lighting products and trends to improve service over time
Qualifications:
•High school diploma or equivalent is required
•Excellent verbal and written communication skills
•Friendly, patient, and professional demeanor
•Basic computer skills, including point-of-sale systems, email communication, and inventory searches
•Ability to multitask in a fast-paced environment
•Willingness to learn about lighting products and services
•Prior retail or customer service experience is a plus, but not required
Schedule and Compensation:
•Full-time and part-time opportunities are available
•Flexible weekday and Saturday shifts (the showroom is closed on Sundays)
•Competitive hourly wage based on experience
•On-the-job training is provided
•Employee discounts on lighting products
Why Join Us?
At Grand Rapids Lighting Center, you will be part of a locally owned business with a long-standing reputation for quality and customer service. We offer a supportive team environment where your personal growth and customer care skills are valued.
Company Details
Clinical Help Desk Administrative Coordinator - Remote
Posted 10 days ago
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Job Description
Maximus is currently hiring a Clinical Help Desk Administrative Coordinator to support the Oregon MED (Mental Emotional Disabilities) project. The Clinical Admin will handle administrative help desk duties such as answering phone calls, scheduling appointments/assessments, emails, faxes, follow-ups and reviewing documentation.
About the Program: We partnered with Oregon DHS manages in-person eligibility reviews for people that may be experiencing mental illness along with possible physical needs for the Aging and People with Disabilities (APD) Program. Through the mental or emotional disorders (MED) Review Process, we give DHS accurate review recommendations of an individual's primary need for services. Our assessment enables DHS to make informed program eligibility decisions based on a clear and accurate understanding of which programs may best address an individuals unique needs.
Why Maximus?
- Work/Life Balance Support - Flexibility tailored to your needs!
- • Competitive Compensation -Bonuses based on performance included!
- • Comprehensive Insurance Coverage - Choose from various plans, including Medical, Dental, Vision, Prescription, and partially funded HSA. Additionally, enjoy Life insurance benefits and discounts on Auto, Home, Renter's, and Pet insurance.
- • Future Planning - Prepare for retirement with our 401K Retirement Savings plan and Company Matching.
- • Paid Time Off Package - Enjoy PTO, Holidays, and extended sick leave, along with Short and Long Term Disability coverage.
- • Holistic Wellness Support - Access resources for physical, emotional, and financial wellness through our Employee Assistance Program (EAP).
- • Recognition Platform - Acknowledge and appreciate outstanding employee contributions.
- • Tuition Reimbursement - Invest in your ongoing education and development.
- • Employee Perks and Discounts - Additional benefits and discounts exclusively for employees.
- • Maximus Wellness Program and Resources - Access a range of wellness programs and resources tailored to your needs.
- • Professional Development Opportunities-Participate in training programs, workshops, and conferences.
- •Licensures and Certifications-Maximus assumes the expenses associated with renewing licenses and certifications for its employees.
Essential Duties and Responsibilities:
- Provide customer support to internal and external customers
- Responsible for assigning and coordinating referrals for contract work to appropriate parties
- Computer data entry
- Perform all job duties in compliance with Person First standards, HIPAA guidelines, and company confidentiality policies and procedures.
- Complete assignments within established compliance standards and timelines
- Monitor multiple work queues daily to ensure cases move quickly through each process stage.
- Identify and resolve data errors
- Performs other related duties as assigned.
Required Skills/Abilities:
- Excellent written and verbal communication skills
- Excellent interpersonal and customer service skills
- Proficient in Microsoft Office Suite
- Excellent organizational skills and attention to detail
- Ability to work in a fast-paced environment
- Ability to work independently
Minimum Requirements
- High School Degree or equivalent and minimum 1 year of relevant experience, or Associate Degree
- Clinical office experience preferred
- Minimum of three (3) years of experience in customer service supporting clients in fast-paced, healthcare or administrative environments, with a focus on problem resolution and clear communication.
Preferred Requirements
- Skilled in creating and maintaining schedules for multiple individuals
- Strong ability to multitask and adapt to changing priorities
Home Office Requirements
- Maximus provides company-issued computer equipment and cell phone
- Reliable high-speed internet service
- Minimum 20 Mpbs download speeds/50 Mpbs for shared internet connectivity
- Minimum 5 Mpbs upload speeds
- Private and secure workspace
#ClinicalServices #LI-Remote
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Minimum Salary
$
14.00
Maximum Salary
$
19.20
Technical Support Customer Service Representative
Posted 2 days ago
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Job Description
Job Description
Join our team as a Technical Support Customer Service Representative in a hybrid capacity, offering flexibility with three days in office and two days from home. This role supports our consumer product lines, contributing to the call center and ensuring timely commitments to customers. The position is contract-based until the end of the year, with potential for extension or conversion to a full-time employee, depending on headcount and budget. Core working hours are from 8am to 5pm.
Responsibilities
+ Drive positive consumer experience through technical support via phone and email.
+ Answer product questions regarding features, benefits, installation, and appropriate sizing.
+ Execute call center documentation and processing.
+ Resolve customer questions, provide remote troubleshooting, and respond to emails and voicemails.
+ Assist in the development of FAQs and troubleshooting guides.
+ Review product training presentations.
+ Organize and document proven processes and procedures.
+ Assist in reviewing manuals, technical bulletins, and technical marketing artwork for accuracy.
+ Troubleshoot and diagnose using schematics, wiring diagrams, and assorted tools.
+ Assist consumers through product replacement or repair programs.
Essential Skills
+ 1 to 2 years of Marine/RV Electronics Experience OR ASE Electronics/Electrical Systems A6 Certification OR MEI - Marine Electronics Certification.
+ Excellent presentation skills (writing, speaking, and telephone).
+ Practical computer application literacy, including Microsoft Office Suite and ERP System.
+ Proven ability to read and interpret documents such as safety rules, schematics, operation and maintenance manuals in English.
+ Proven troubleshooting skills and experience/ability to work through conflict and use effective problem-solving techniques.
Additional Skills & Qualifications
+ Team player with good organizational skills and time management.
+ Problem-solving and analysis skills, interpersonal relations, verbal and written communications, and organization.
Pay and Benefits
The pay range for this position is $20.00 - $23.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
- Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Lowell,MI.
Application Deadline
This position is anticipated to close on Aug 12, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Junior MES Technical Support Engineer
Posted 1 day ago
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Job Description
Junior MES Technical Support Engineer (Rif. 2024-244) Junior MES Technical Support Engineer (Rif. 2024-244) Get AI-powered advice on this job and more exclusive features. aizoOn, a technology consulting company, is looking for Junior MES Technical Support Engineer. We are looking for a junior MES Technical Support Engineer to join our team. The candidate will provide technical assistance for our Manufacturing Execution System (MES) solutions and will be responsible for troubleshooting, resolving issues, and offering guidance to ensure smooth operations and optimal performance of MES applications for our clients. Key Responsibilities: Provide technical support for MES applications, addressing customer queries, troubleshooting issues, and resolving system errors Work with end-users and internal teams to understand and resolve technical problems related to the MES platform. Escalate complex issues to higher-level support or development teams, ensuring timely resolution of critical problems Provide training and documentation to end-users and internal teams to enhance their understanding of MES functionality Assist with MES upgrades, patching, and system configuration changes Maintain detailed logs of support activities, issues encountered, and solutions provided Profile: Degree in Information Technology, Engineering, Computer Science, or a related field Problem-solving and analytical skills with the ability to diagnose technical issues Qualifications: Knowledge of SQL language for database management Knowledge of the main relational and non-relational databases Preferred Skills: Previous experience in software development (C# knowledge is a plus) or technical support activities Theoretical knowledge of the main MES platforms (OpCenter, OperaMES or similar systems) Interest in manufacturing or industrial automation environments Place of work: The position can be hybrid with presence in our offices in Grand Rapids, MI and Boston, MA, or remote, and entails up to 40% domestic travel time. aizoOn is an equal opportunity employer. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Analyst, Consulting, and Information Technology Industries IT Services and IT Consulting, Information Services, and Data Infrastructure and Analytics Referrals increase your chances of interviewing at aizoOn USA by 2x Get notified about new Technical Support Engineer jobs in United States . United States $60,000.00-$0,000.00 5 days ago Denver, CO 50,000.00- 65,000.00 3 weeks ago United States 65,000.00- 95,300.00 2 weeks ago New York, NY 81,000.00- 101,500.00 4 days ago Pittsburgh, PA 45,000.00- 56,000.00 2 weeks ago United States 70,000.00- 180,000.00 1 week ago United States 85,100.00- 185,300.00 4 days ago Los Angeles, CA 52,000.00- 80,000.00 1 month ago New York, NY 65,000.00- 95,300.00 1 week ago United States 50,000.00- 75,000.00 21 hours ago Denver, CO 125,000.00- 150,000.00 4 days ago California, United States 70,000.00- 85,000.00 1 week ago United States 85,100.00- 185,300.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Sr. Client Services Representative
Posted 6 days ago
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Job Description
**_Strengthening and empowering all of the communities we serve._**
The **Sr. Client Services Representative** will provide enhanced training, consultation, and support to team members and agency employees on the proper use, adoption, and best practices to align the Hoot Software solution into individual agency advertising programs. Demonstrated proficiency and enhanced understanding of advertising channels, their technical requirements, and use cases to connect external data sources is a must. Client retention is impacted greatly with successful software integration to their internal processes. This role requires individual autonomy to support the alignment of our product and client's needs and requests.
**Requirements**
+ BS/BA in related or relevant field
+ Minimum 2 years' related experience, preferably in digital advertising
+ Previous experience managing campaigns in AdWords, Programmatic Display, OTT/CTV and Facebook Ads campaign management
**Certifications are a plus**
+ Google Ads
+ Google Analytics
+ Google Tag Manager
+ Facebook Certification
+ Advanced Technical Understanding of Advertising Platforms to support data integrations, account hierarchy, and technical requirements
+ Experience implementing/troubleshooting remarketing scripts with the use of Google Tag Manager
+ Ability to self-manage workflow and customer communication
+ Effective communications skills, including the ability to convey technical information into understandable terminology
+ Demonstrated ability in problem solving skills
**Responsibilities**
+ Provide consulting for new and existing clients to align client internal process with best practices and proper use of the software through use of personal experience and interpretation:
+ These client assessments should include the following items and should be performed on a continuous cadence:
+ Needs Analysis
+ Operational Requirements
+ Provide consulting for clients on Product Alignment (This includes upsell and new product availability)
+ Outline and Implement Personalized Requests and Campaign Templates
+ Dedicated training sessions as needed
+ Use quality control analysis with all client configuration, template designs and feed requests to ensure both Hoot, Advertising Channel and Client Needs are addressed.
+ Use personal discretion in support tasks including:
+ Responding to client needs and issues
+ Troubleshooting and resolving client issues.
+ Training Requests
+ Creative Design modifications and requirements
+ Assisting with client and partner regulation standards when necessary
+ Use product knowledge to create easily digestible support documentation for user guides. Continuously monitor product changes to ensure documentation is accurate and effective.
+ Continue individual research of the ecosystem and product offerings to stay up to date on our product's position, upgrades and functionality. Proactively test new channel features and offerings to maintain product efficacy and employee training materials
**Additional Information**
Advance Local Media offers competitive pay and a comprehensive benefits package with affordable options for your healthcare including medical, dental and vision plans, mental health support options, flexible spending accounts, fertility assistance, a competitive 401(k) plan to help plan for your future, generous paid time off, paid parental and caregiver leave and an employee assistance program to support your work/life balance, optional legal assistance, life insurance options, as well as flexible holidays to honor cultural diversity.
Advance Local Media is one of the largest media groups in the United States, which operates the leading news and information companies in more than 20 cities, reaching 52+ million people monthly with our quality, real-time journalism and community engagement. Our company is built upon the values of Integrity, Customer-first, Inclusiveness, Collaboration and Forward-looking. For more information about Advance Local, please visit .
Advance Local Media includes MLive Media Group, Advance Ohio, Alabama Media Group, NJ Advance Media, Advance Media NY, MassLive Media, Oregonian Media Group, Staten Island Media Group, PA Media Group, ZeroSum, Headline Group, Adpearance, Advance Aviation, Advance Healthcare, Advance Education, Advance National Solutions, Advance Recruitment, Advance Travel & Tourism, Cloud Theory, Hoot Interactive, Red Clay Media, Search Optics, Subtext.
_Advance Local Media is proud to be an equal opportunity employer, encouraging applications from people of all backgrounds. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, genetic information, national origin, age, disability, sexual orientation, marital status, veteran status, or any other category protected under federal, state or local law._
_If you need a reasonable accommodation because of a disability for any part of the employment process, please contact Human Resources and let us know the nature of your request and your contact information._
Advance Local Media does not provide sponsorship for work visas or employment authorization in the United States. Only candidates who are legally authorized to work in the U.S. will be considered for this position.
Tax Senior Manager, Private Client Services
Posted 4 days ago
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Job Description
Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: Manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers Directs communication with government agencies for matters of the highest complexity Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors Expands their understanding of tax concepts and knowledge through client engagements and current tax developments Prioritizes and reviews work to keep engagements on track Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training Builds new relationships and maintains existing relationships with BDO professionals and external sources Other duties as assigned Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred Masters in Accountancy or Taxation, preferred Experience: Seven (7) or more years prior experience in accounting, finance, or law, required Experience in the private client service area, required Prior supervisory experience, required Experience working in public accounting, preferred License/Certifications: Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required Possession of other professional degrees or certifications applicable to role, preferred Software: Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: N/A Other Knowledge, Skills & Abilities: Initiative Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps Manages client engagements, supervises, and reviews work of team members Communication Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work Leadership Manages and monitors key performance indicators (KPI's) as established by the business line Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities Technical Skills Serves as internal resource and providing guidance to other practices on technical matters Works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries Business Development Spends time developing their network of key financial decision makers, referral sources, and recruits Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO People Development Supervises, develops and trains employees Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $146,000 - $00,000 Colorado Range: 120,000 - 185,000 Illinois Range: 140,000 - 190,000 Maryland Range: 152,000 - 188,000 Massachusetts Range: 165,000 - 205,000 Minnesota Range: 130,000 - 190,000 New Jersey Range: 150,000 - 200,000 NYC/Long Island/Westchester Range: 175,000 - 205,000 Washington Range: 150,000 - 200,000 Washington DC Range: 156,000 - 200,000 #J-18808-Ljbffr
Client Accounting Services
Posted 6 days ago
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Job Description
Are you ready to take your accounting expertise to the next level while making a meaningful impact for a diverse pool of clients? Join a team where your skills will help shape businesses, support financial strategies, and foster trusted relationships that drive real results.
This Client Accounting Services Senior Associate role offers a dynamic blend of hands-on accounting, client interaction, and collaboration within a forward-thinking organization. Imagine being the go-to expert for a wide range of clients, mastering financial operations, and creating tailored solutions that make a difference every single day.
For immediate consideration please contact Katie Ruger at .
Responsibilities:
+ Act as a primary contact for assigned clients, building trust-based relationships.
+ Communicate regularly with clients via phone and email to address needs.
+ Respond promptly to client questions and accounting inquiries professionally.
+ Assist clients in implementing best practices to improve financial processes.
+ Accurately record financial transactions per client-specific requirements.
+ Manage accounts payable activities, including invoice processing and payments.
+ Reconcile bank and credit card accounts to ensure data accuracy.
+ Prepare and file sales tax reports in compliance with relevant regulations.
+ Handle annual 1099 filings, ensuring deadlines are met.
+ Support month-end, quarter-end, and year-end close processes, including journal entries, reconciliations, and generating financial reports.
+ Collaborate within the CAS team and with other departments to ensure consistent service.
+ Identify and address accounting issues, escalating them to management as needed.
+ Participate in process improvement initiatives and standardization efforts.
+ Engage in continuing education on accounting standards and technology updates.
Requirements - Minimum of 5 years of accounting experience.
- Strong analytical and critical thinking abilities.
- Proficiency in QuickBooks and advanced Microsoft Excel skills.
- Familiarity with Thomson Reuters programs, including Ultra Tax and Depreciation tools.
- Bachelor's degree in accounting or a related field (preferred).
- Excellent communication, writing, and client engagement skills.
- Ability to make informed decisions and provide actionable recommendations.
- Experience managing financial operations and audits.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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US Seasonal Tax-Private Client Services Senior Manager
Posted 8 days ago
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Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - Private Client Services - *Remote*** **?**
Private Client Services (PCS) is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
**The opportunity**
You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams?
**Your key responsibilities**
As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our Private Tax clients. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.
**Skills and attributes for success**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Influencing skills, and the confidence and curiosity to question existing processes
+ The ability to produce technical writing and research in a tax context
+ Experience performing high quality review of complex tax returns
+ Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance
+ Experience with federal and state personal and trust income tax
+ A thorough understanding of estate and wealth planning
+ Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
+ Comfort with working remotely in a virtual team environment
**To qualify for the** **role** **you must have** **?**
+ Valid US Certified Public Accountant (CPA) license or active state bar membership
+ A bachelor's degree in Accounting, Finance, Business, or a related discipline
+ A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps
+ Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
**Ideally,** **you'll** **also have**
+ A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $120/hr to $150/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Tax Services Manager - Financial Services Organization - Private Client Services, EDGE
Posted 8 days ago
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Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
The opportunity
EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation.
Your key responsibilities
A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.
Responsibilities include
+ Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
+ Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
+ Ability to lead projects and work independently, with guidance in only the most complex situations
+ Incumbent has specialized depth and/or breadth of expertise
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Support effective long-term relationships and manage workflow effectively with our clients
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
+ Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to team members
Skills and attributes for success
+ Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
+ Experience presenting in client conversations regarding complex or difficult topics
+ Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments, team members and deadlines simultaneously
To qualify for the role you must have
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Proficient in the use of various tax and accounting technologies
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
What we look for
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $87,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 122,600 to 212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
US Seasonal Tax-Financial Services Organization-Private Client Services- Manager
Posted 8 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - FSO-PCS**
Financial Services Organization Private Client Services (PCS) is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
**The opportunity**
EY is currently seeking experienced seasonal tax professionals for our tax season. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams.
**Your key responsibilities**
As a seasonal tax manager your main priority includes reviewing complex individual tax returns for our Private Tax clients. In this role you'll be able to work remotely from within the United States.
**Skills and attributes for success**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Experience performing high quality review of complex tax returns
+ Knowledge/experience in handling Individual, Gift, Trust, and Estate Tax Returns- 1040, 1041, 706, 709
+ Comfort with working remotely in a virtual team environment including working with an offshore shared services center
**To qualify for the role you must have**
+ Valid US Certified Public Accountant (CPA) license or Enrolled Agent (EA) or active state bar membership
+ A bachelor's degree in Accounting, Finance, Business, or a related discipline
+ A minimum of 5 years of relevant experience in tax compliance for private client individuals in financial services
+ Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
**Ideally, you'll also have**
+ A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .