446 Services jobs in Southfield
Member Services Representative
Posted 19 days ago
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Charismatic | Friendly | Problem solver | Team Player
Does this sound like you?
Permanent and Actively Hiring -
Career Opportunity for your Review
MEMBER SERVICE REPRESENTATIVE (SEE BELOW)
REPUTABLE CREDIT UNION (HEADQUARTERS NEAR SOUTHFIELD, MI) FOUNDED MORE THAN 90 YEARS AGO BY EDUCATORS AND NOW DELIVERS WORLD-CLASS SERVICE TO MORE THAN 165,000+ MEMBERS AT OUR BRANCHES THROUGHOUT MICHIGAN, AND WE'RE GROWING! WE OFFER FINANCIAL SOLUTIONS FOR EVERY LIFE STAGE AND SEEK TO POSITIVELY TRANSFORM OUR MEMBERS' LIVES THROUGH PERSONALIZED SERVICE THAT MEETS THEIR UNIQUE NEEDS.
HIGHLIGHTS:
•500 TEAM MEMBERS
•30 LOCATIONS SPANNING THE LANSING AREA, GRAND RAPIDS AND METRO DETROIT
•INDUSTRY LEADER IN CHARITABLE GIVING THROUGH THE MICHIGAN FIRST FOUNDATION
•MEMBER SERVICES CALL CENTER OPERATES 24/7/365
•OVER $1.5 BILLION IN ASSETS
AWARDS, PROUD RECIPIENT OF:
•2023 BEST & BRIGHTEST IN THE NATION
•2023 BEST & BRIGHTEST IN METRO DETROIT
•2023 BEST & BRIGHTEST IN WEST MICHIGAN
•2023 BEST CREDIT UNIONS TO WORK FOR
•2023 BEST PLACES TO WORK IN SOUTHEAST MICHIGAN
•2023 CHANNEL 4 - VOTE FOR THE BEST - MORTGAGE LENDERS (1ST PLACE)
•2023 CHANNEL 4 - VOTE FOR THE BEST - CREDIT UNIONS (3RD PLACE)
•2023 DETROIT FREE PRESS TOP WORKPLACES
•2023 MICHIGAN VETERANS AFFAIRS AGENCY - CERTIFIED VETERAN FRIENDLY EMPLOYER
BENEFITS AND PERKS OF JOINING OUR AWARD-WINNING TEAM INCLUDE:
•VERY COMPETITIVE PAY
•LOW-COST MEDICAL, DENTAL, AND VISION BENEFIT OPTIONS.
EMPLOYER-PAID LIFE AND DISABILITY INSURANCE
•401(K) - 100% MATCH UP TO 5% DEFERRAL
•TUITION REIMBURSEMENT FOR BOTH UNDERGRADUATE AND GRADUATE DEGREE PROGRAM
•ACCESS TO A COMPLIMENTARY CONCIERGE SERVICE
•FREE, STATE-OF-THE-ART FITNESS CENTER AT OUR LATHRUP VILLAGE HEADQUARTERS WITH EXERCISE EQUIPMENT, SHOWERS, AND LOCKER ROOMS
•WELLNESS INITIATIVES AND EVENTS THROUGHOUT THE YEAR TO HELP TEAM MEMBERS STAY HEALTHY
•LOAN DISCOUNTS FOR CERTAIN SECURED AND UNSECURED LOANS AND MORTGAGES
•OPPORTUNITIES FOR PAY INCREASES, INCENTIVES AND PROFIT-SHARING, BASED ON PERFORMANCE
•ONSITE SUBSIDIZED TOP-NOTCH CAFE 26 FOR TEAM MEMBERS' USE
•ONSITE BOWLING CENTER
MEMBER SERVICE REP -
Salary: $7,440 - 39,520 annually + Benefits
Contract: This is not a contract!
This is a Direct Placement opportunity.
Schedule: Many options available! Please Apply today to receive more information.
*Must be open to training on first shift.
Job Summary:
Become a part of 365 Live, our Call Center. As a Member Service Center Representative you'll be challenged to deliver five-star service while building relationships with our members over the phone. We're a family here, so outstanding teamwork is a must. Our number one goal is to make our members feel like they can call us for anything, anytime, and they'll be able to hang up the phone feeling confident and satisfied.
What You'll Do:
- Answer an average of 80-100 calls per day by addressing members inquiries, solving problems and providing new product information.
- Answer members telephone calls promptly and in an appropriate manner
- Answer inquiries on banking products including checking, savings, loans and lines of credit etc.
Must Have:
•Minimum 1 year Call Center Experience (2 years preferred) (Must have RECENT customer service experience within the last 2 years) OR equivalent industry experience.
Nice to Have:
•Previous Banking or Credit Union Experience
Pay and Benefits
The pay range for this position is $332 0.00 - 39520.00/yr.
Company benefits will be share, upon request. We do have a benefit overview that we can send over when the appropriate time is met. Please follow up with me directly on any questions. Thank you!
Workplace Type
This is a fully onsite position in Southfield,MI.
Application Deadline
This position is anticipated to close on Jun 25, 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.
Client Services Representative
Posted today
Job Viewed
Job Description
As a Client Services Representative , you will play an essential role in supporting clients and account managers by delivering timely, accurate, and friendly service. You'll be the first point of contact for day-to-day client needs and will help ensure smooth operations across the agency.
Key Responsibilities:
- Provide responsive and professional service to clients, including processing policy changes, certificates of insurance, billing questions, and documentation requests.
- Support account managers and producers in servicing new and renewal business.
- Maintain accurate client records and documentation within the agency management system.
- Assist with quoting and applications as needed.
- Communicate with carriers to request information, process endorsements, and troubleshoot issues.
- Ensure all tasks and communications meet compliance standards and internal procedures.
- Contribute to a positive team environment and build strong relationships with internal staff and external partners.
- 1-3+ years of experience in an insurance support or service role (Property & Casualty preferred).
- Active insurance license or willingness to obtain (preferred/required based on agency policy).
- Experience using agency management systems, preferably Applied Epic.
- Strong attention to detail and time management skills.
- Excellent verbal and written communication abilities.
- Ability to work independently while supporting a collaborative team.
- Proficient in Microsoft Office and carrier platforms.
If you enjoy providing high-quality client support and are looking for a long-term opportunity to grow your insurance career, we'd love to hear from you. Please reach out to Gabby Rein at or send your resume confidentially to .
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Client Services Representative
Posted today
Job Viewed
Job Description
As a Client Services Representative , you will play an essential role in supporting clients and account managers by delivering timely, accurate, and friendly service. You'll be the first point of contact for day-to-day client needs and will help ensure smooth operations across the agency.
Key Responsibilities:
- Provide responsive and professional service to clients, including processing policy changes, certificates of insurance, billing questions, and documentation requests.
- Support account managers and producers in servicing new and renewal business.
- Maintain accurate client records and documentation within the agency management system.
- Assist with quoting and applications as needed.
- Communicate with carriers to request information, process endorsements, and troubleshoot issues.
- Ensure all tasks and communications meet compliance standards and internal procedures.
- Contribute to a positive team environment and build strong relationships with internal staff and external partners.
- 1-3+ years of experience in an insurance support or service role (Property & Casualty preferred).
- Active insurance license or willingness to obtain (preferred/required based on agency policy).
- Experience using agency management systems, preferably Applied Epic.
- Strong attention to detail and time management skills.
- Excellent verbal and written communication abilities.
- Ability to work independently while supporting a collaborative team.
- Proficient in Microsoft Office and carrier platforms.
If you enjoy providing high-quality client support and are looking for a long-term opportunity to grow your insurance career, we'd love to hear from you. Please reach out to Gabby Rein at or send your resume confidentially to .
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Client Services Representative
Posted today
Job Viewed
Job Description
As a Client Services Representative , you will play an essential role in supporting clients and account managers by delivering timely, accurate, and friendly service. You'll be the first point of contact for day-to-day client needs and will help ensure smooth operations across the agency.
Key Responsibilities:
- Provide responsive and professional service to clients, including processing policy changes, certificates of insurance, billing questions, and documentation requests.
- Support account managers and producers in servicing new and renewal business.
- Maintain accurate client records and documentation within the agency management system.
- Assist with quoting and applications as needed.
- Communicate with carriers to request information, process endorsements, and troubleshoot issues.
- Ensure all tasks and communications meet compliance standards and internal procedures.
- Contribute to a positive team environment and build strong relationships with internal staff and external partners.
- 1-3+ years of experience in an insurance support or service role (Property & Casualty preferred).
- Active insurance license or willingness to obtain (preferred/required based on agency policy).
- Experience using agency management systems, preferably Applied Epic.
- Strong attention to detail and time management skills.
- Excellent verbal and written communication abilities.
- Ability to work independently while supporting a collaborative team.
- Proficient in Microsoft Office and carrier platforms.
If you enjoy providing high-quality client support and are looking for a long-term opportunity to grow your insurance career, we'd love to hear from you. Please reach out to Gabby Rein at or send your resume confidentially to .
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Client Services Representative
Posted 1 day ago
Job Viewed
Job Description
As a Client Services Representative , you will play an essential role in supporting clients and account managers by delivering timely, accurate, and friendly service. You'll be the first point of contact for day-to-day client needs and will help ensure smooth operations across the agency.
Key Responsibilities:
- Provide responsive and professional service to clients, including processing policy changes, certificates of insurance, billing questions, and documentation requests.
- Support account managers and producers in servicing new and renewal business.
- Maintain accurate client records and documentation within the agency management system.
- Assist with quoting and applications as needed.
- Communicate with carriers to request information, process endorsements, and troubleshoot issues.
- Ensure all tasks and communications meet compliance standards and internal procedures.
- Contribute to a positive team environment and build strong relationships with internal staff and external partners.
- 1-3+ years of experience in an insurance support or service role (Property & Casualty preferred).
- Active insurance license or willingness to obtain (preferred/required based on agency policy).
- Experience using agency management systems, preferably Applied Epic.
- Strong attention to detail and time management skills.
- Excellent verbal and written communication abilities.
- Ability to work independently while supporting a collaborative team.
- Proficient in Microsoft Office and carrier platforms.
If you enjoy providing high-quality client support and are looking for a long-term opportunity to grow your insurance career, we'd love to hear from you. Please reach out to Gabby Rein at or send your resume confidentially to .
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Representative, Client Services
Posted 1 day ago
Job Viewed
Job Description
Job Category: Client Success
Requisition Number: REPRE007567
Posted: June 19, 2025
Full-Time
Hybrid
Belleville, MI 48111, USA
Job Details DescriptionType: Full-Time
Pay Rate: $XX.00 per hour
Shift: Monday to Friday; 7:00 AM to 3:30 PM CST
Location:
Perks Archway Offers:
- Health, dental, vision benefits
- Life, AD&D, short and long term disability insurance
- Generous paid time off (PTO)
- Recognition programs and service awards
- 401 (k) with a company match
- Employee assistance program, including identity theft protection and travel assistance
- Employee discount programs
Primary Objective of Position:
Our client is seeking a Client Services Representative to join their growing team. Reporting to the Client Services Manager, the Client Services Representative will be responsible for duties surrounding larger Fortune 500 clients and the ownership of smaller clients. The Client Services Representative supports their clients by handling the day-to-day project-based requirements of the client's business to ensure a high level of quality execution and communicating and coordinating all the client's requests. This position will provide regular work direction to the Client Support Team and is also responsible for communication and coordination of client requests. This person will be the sole contact for the marketing and location launch events. The ideal candidate would be detail-oriented, organized, and have strong calendar management. This role is high touch and will require a candidate with an understanding of the business and the impact their role has on a retailer and its end user.
Major Areas of Performance:
- Execute defined tasks related to specific client requirements, ensure client service obligations and program specifications sold to the client are attained
- Serve as a consultative extension of the client to provide recommendations on project, campaign, and program execution by facilitating with internal Archway cross-functional departments, as needed
- Execute and support defined tasks for onboarding as defined in client requirements
- Identify new opportunities with clients and communicate effectively with the Client Services Manager to drive additional profitable revenue growth
- Identify client health risks and provide recommended solutions with the coordination of other departments
- Proactively identify and report monthly financial variances as they occur
- Quality check invoices to ensure all services are accounted for
- All other duties as assigned
Qualifications Required:
- Bachelor's or advanced degree, preferably in business, or equivalent work experience
- Ability to develop, maintain, and deepen relationships with senior-level client contacts
- Track record of exceeding relationship management objectives
- Proven business acumen, judgment, and decision-making skills
- Ability to prioritize and manage multiple tasks with sensitive deadlines and a changing environment
- Understand the Retail world- Grand Openings experience ideal
- Look at SKUs for standard stocks and based on the trends of the inventory levels to ensure a successful Grand Opening for retail stores- what material are they missing, and find them to launch on time
- Record of success as a self-starter who can work independently and in a team environment
- Strategic thinker with an analytical aptitude and the ability to manage detailed project requirements
- Proficient in the MS Office suite and able to learn new systems
- Aptitude for interpreting contracts and legal documents
- Ability to travel independently up to 5% or as may be required
Advatix, Inc. is committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOC Employer.
Client Services Representative
Posted 1 day ago
Job Viewed
Job Description
As a Client Services Representative , you will play an essential role in supporting clients and account managers by delivering timely, accurate, and friendly service. You'll be the first point of contact for day-to-day client needs and will help ensure smooth operations across the agency.
Key Responsibilities:
- Provide responsive and professional service to clients, including processing policy changes, certificates of insurance, billing questions, and documentation requests.
- Support account managers and producers in servicing new and renewal business.
- Maintain accurate client records and documentation within the agency management system.
- Assist with quoting and applications as needed.
- Communicate with carriers to request information, process endorsements, and troubleshoot issues.
- Ensure all tasks and communications meet compliance standards and internal procedures.
- Contribute to a positive team environment and build strong relationships with internal staff and external partners.
- 1-3+ years of experience in an insurance support or service role (Property & Casualty preferred).
- Active insurance license or willingness to obtain (preferred/required based on agency policy).
- Experience using agency management systems, preferably Applied Epic.
- Strong attention to detail and time management skills.
- Excellent verbal and written communication abilities.
- Ability to work independently while supporting a collaborative team.
- Proficient in Microsoft Office and carrier platforms.
If you enjoy providing high-quality client support and are looking for a long-term opportunity to grow your insurance career, we'd love to hear from you. Please reach out to Gabby Rein at or send your resume confidentially to .
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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Client Services Support II
Posted 2 days ago
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Job Description
Responsibilities:
- Interface directly with customers to provide day-to-day IT support.
- Offer MAC support, requiring self-initiative and the ability to follow directions.
- Travel to different sites as needed to provide support.
- Maintain an accurate record of customer credit and resolve customer inquiries.
- Monitor customer accounts and take appropriate action.
- Provide 'White Glove Support' for Executive members of the client base as needed.
- Contribute to updating existing processes to streamline support as per business requirements.
- Provide 2nd level MAC support as well as PC and some infrastructure support.
- Proactively identify, document and escalate issues and requests to limit downtime and maintain a stable technology desk-side environment.
- Balance competing priorities and maintain the ability to shift focus quickly in response to critical business and customer needs.
- Maintain physical inventory of company IT equipment and mobile devices accurately for the site.
- Support large conference rooms/meetings and their respective technologies including Microsoft Teams Rooms and Crestron meeting rooms.
Requirements - Demonstrated experience in Customer Service
- Excellent Communication and Communication Skills
- Knowledge of Office Functions and Documentation
- Proficiency in Microsoft Office Suite
- Experience in Project Management
- Strong Leadership Skills
- Ability to Troubleshoot and Resolve Issues
- Proven track record of driving Progress in a business environment
- Familiarity with Networking and Active Directory
- Willingness to Travel as required
- Commitment to ensuring Customer Satisfaction
- Ability to provide Deskside Support
- Experience in the Construction industry is a plus
- Demonstrated ability to Execute tasks effectively
- Experience working with C-Suite executives
- Knowledge of SAP R/3 system
- Understanding of Configuration Management
- Proficiency in Windows OS
- Knowledge of Storage systems and technologies
- Experience in Streamlining processes
- Willingness to provide Onsite support when necessary. Technology Doesn't Change the World, People Do.®
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 ( .
Remote - Client Services Associate
Posted today
Job Viewed
Job Description
Step into our legacy of serving working class families since 1951, providing life, accident, and supplemental health products to safeguard members of labor unions, credit unions, associations, and their beloved families. We are seeking representatives who can forge long-term relationships with clients, meeting them where they feel most comfortable: their homes, through the convenience of Zoom Virtual Calls.About us:•Proud Parent Company: Globe Life•Remarkable growth of over 20% last year, even during the pandemic, solidifying our status as an essential business.•Work Location: US/CanadaSuggested Qualifications:•Exhibit excellent communication skills, ensuring clear and effective client interactions.•Possess basic computer knowledge, allowing for seamless virtual engagement.•Showcase a strong work ethic, committing to delivering exceptional service.•Radiate an outgoing, fun, and energetic personality, leaving a positive and lasting impression.•Demonstrate exceptional time management skills, ensuring productive and efficient work.•Prior experience in leadership management is valued, offering opportunities for growth and advancement.Benefits:•Embrace the freedom of 100% remote work, allowing you to work from the comfort of your own home.•Enjoy the peace of mind that comes with weekly pay, based on a suggested schedule designed for success.•Unlock bonus structured contracts, recognizing your exceptional performance.•Prioritize your well-being with health insurance reimbursement, ensuring you're taken care of.•Secure your future with comprehensive life insurance coverage.•Delight in the flexibility of a personalized schedule, accommodating your individual needs.•Plan for retirement with confidence, as we offer a robust retirement plan.•Benefit from renewals, further rewarding your long-term commitment.All interviews will be conducted via Zoom, ensuring your safety and convenience. Join us in our commitment to protecting families and become part of our enduring legacy. Submit your application today and embark on a rewarding work-from-home opportunity!
Tax Services Manager - Financial Services Organization - Private Client Services, EDGE
Posted 2 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.
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 .