728 Services jobs in Round Rock
Senior Clinical Education Placement Coordinator
Posted 10 days ago
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Master of Science in Nursing degree from a regionally accredited institution. Two years of relevant nursing or health field experience Excellent interpersonal, written, and verbal communication skills Advanced organizational skills Ability to establi Clinical, Placement, Coordinator, Education, Program Director, Clinic, Healthcare
Client Services Specialist
Posted today
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WHO WE AREApex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. AFS has received a number of prestigious industry awards, including:2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards2021 Most Innovative Companies - presented by Fast Company2021 Best API & Best Trading Technology - presented by Global Fintech AwardsABOUT THIS ROLEBe part of a fast-paced team focused on enhancing relationships and building customer loyalty. Apex Fintech Solutions is seeking a Client Services Specialist who is empowered to build strong, trust-based relationships with our clients, challenge the status quo, create innovative solutions to traditional problems, help us streamline and automate manual processes, and to be a change-agent for the firm. Learn the financial industry while providing high-quality services to Brokerage firms, Registered Investment Advisors, and End Investors.You will be providing world-class customer service to firms, and certain end investors. You will be taught a broad range of transferable product, technology, and systems skills, which will enable you to think critically about how we can improve our suite of offerings. You will provide outstanding service through telephone and electronic interactions. You will also make a meaningful impact through your inclusion in strategic initiatives and cross-company projects. You will support service questions, operational inquiries, and internal team members.Duties/ResponsibilitiesServe as the primary point of contact for clients.Manage partner firm and end investor escalations, ensuring timely and effective resolution.Support inquiries related to Operations, collaborating with internal teams to address customer queries and resolve issues.Create and maintain system documentation to ensure clarity and consistency in processes.Strictly adhere to established procedures and security controls to safeguard customer information and assets.Maintain ownership of key supervisory checklists, ensuring adherence to compliance requirements and operational standards.Support business process improvement initiatives and ad hoc projects.Education and/or ExperienceBachelor's degree in business, finance, or a related field or equivalent work experience3+ years of experience in client services, relationship management, or a similar role within the financial services industryFINRA Series 7 and Series 24 License(s) required (or willingness to obtain)Required Skills/AbilitiesMust be a self-starter, flexible, innovative, and adaptiveStrong interpersonal skills with the ability to work collaboratively and with people at all levels of the organizationAbility to work both collaboratively and independently; ability to navigate a complex organizationAdvanced analytical skillsExcellent project management and organizational skills and capability to handle multiple projects at one timeProficiency in Microsoft 365Work EnvironmentThis job operates in a hybrid, office environment.#operations #associate #full-time #LI-DM1 #APEXPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.Our RewardsWe offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.EEO StatementApex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.Disability StatementApex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
Client Services Coordinator
Posted today
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The Client Services Coordinator ("CSC") provides sales and administrative support to clients and to the Client Success Manager and Client Services Director. The CSC will also collaborate with our Design and Logistics teams and ensure a consistent client experience that is aligned with our luxury brand by communicating professionally and promptly.
Key functions include answering the phone and routing calls, responding to emails and texts, scheduling our team and client appointments, entering and maintaining data within Salesforce and Slack, and assisting with client billing to support the Client Services team in achieving sales goals and ensuring an Elite client experience.
Schedule & Benefits:
- Full-Time, M-F, 8:30 am - 5 pm
- A hybrid schedule, once fully trained
- Flexible paid time off
- 16 hours of paid sick time
- Paid company holidays
- Extended paid time off during the winter holiday season after 1 year of employment
- 401(k) with company match
- Health, dental, vision, and life insurance
- Parental leave for primary and secondary caregivers
- Short-term and long-term disability
- Wholesale furniture benefits
- Elite Retreat vacation benefit in Puerto Vallarta, Mexico
Responsibilities
•Communicate with professionalism and warmth: As the clients' first point of contact, you'll ensure each person you speak with receives excellent service and accurate information. You'll understand their needs, explain our value, and qualify them for our services before routing them to the appropriate Client Services team member.
•Schedule appointments and maintain the company calendar: Coordinate consultation appointments, installation dates, and move-out dates, while balancing clients' timelines with our team's workload. Schedule team events and meetings. Ensure all calendar event details are accurate.
•Effectively communicate updates and resolve issues: Serve as the liaison between the clients and the Design and Logistics teams. Keep our team members and the clients up to speed on schedule changes. Share changing client needs and timelines with our team. Assist our team in resolving property access issues and provide the clients with arrival windows.
•Manage Slack, our team communication platform : Create new channels for each new opportunity, share relevant property and client information, assign tasks to other Client Services team members and designers, set reminders, promptly answer internal questions, share client questions, and close channels as needed.
•Maintain Salesforce: Create new Salesforce records and update client, property, and product data.
•Create and send invoices, proposals, and contracts: Work with our designers to create proposals and send them to clients. Work with other Client Services team members to send contracts. Send invoices to clients to secure appointments and to make furniture purchases.
•Assist with billing tasks as needed : Process client payments, follow up on outstanding payments, and calculate final payments and refunds.
•Be knowledgeable about our products and pricing : Develop a solid understanding of our product offerings and our pricing structure to calculate rental rates and furniture purchase pricing.
•Maintain a growth mindset: Contribute to continuous process improvement and refinement. Seek ways to improve the client and team experiences.
•Participate in team meetings and company culture events.
Qualifications
•1+ years of sales or customer service experience.
•Experience using Apple products and Google Suite.
•Self-motivated with the ability to prioritize, manage time, and keep projects on track.
•Excellent written and verbal communication skills.
•Strong attention to detail with proven organizational abilities.
•Ability to withstand stressful situations.
•Solid system for tracking ever-changing to-do lists, projects, goals, and metrics.
•Flexible and resilient in a fast-paced and dynamic environment.
•Basic math skills.
•Ability to problem-solve effectively and efficiently.
•Bachelor's degree (preferred).
•Salesforce or other CRM experience (preferred).
•Experience with a luxury brand and/or real estate industry (preferred).
Client Services Program Manager
Posted today
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Help Transform Mental Health Care in Austin
Integrative Care Program Manager | ReConnect – Integrative Center for Mental Health
In-person in Austin, TX | Part-time to start | $28/hour (with pathway to full-time and growth)
APPLICATION REQUIRED:
To be considered, please submit a short video here:
Applications without a video will not be reviewed.
About ReConnect
ReConnect is an integrative mental health center in Austin blending neuroscience, somatic therapy, and functional wellness. We are a trauma-specialized team supporting adults, teens, couples, and families through deep, lasting transformation.
We’re creating something unique —where science meets soul, and people feel deeply seen, supported, and restored.
Why Join Us
- $28/hour starting rate
- Performance-based increases and pathway to full-time
Client Services Analyst, Sr
Posted 1 day ago
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Job Description
Non-Exempt
Earliest Start Date
Immediately
Salary
Salary commensurate with experience
Hours per Week
40.00 Standard from 8:00 AM to 5:00 PM
Hiring Department
Technology Information Services
Required Application Materials
A resume and letter of interest is required to apply. Candidates under final consideration will also be required to submit professional references, college degree information, and employment history to an online third-party vendor.
About Us
For more than 140 years, The University of Texas System has improved the lives of Texans - and people all over the world - through education, health care, and research. The System consists of nine academic institutions, five health institutions, and The University of Texas System Administration. The institutions of the UT System employ more than 116,000 faculty, health care professionals, researchers, support staff, and student workers.
The UT System Administration is primarily based in Austin, Texas. It supports the missions of the System's fourteen institutions by providing financial, legal, planning, purchasing, government relations, communications, development, and other central services. Serving a growing state, the UT System Administration strives to provide a welcoming, supportive work environment that embraces different perspectives - not only because it enables the organization to be stronger, creative, and thoughtful, but because it is the right thing to do. To that end, UT System Administration embraces state laws on military and former foster children employment preferences.
Purpose of Position
As a member of the Client Services (Help Desk) team, provides advanced first-tier/second-tier technical support, guidance, meeting & event support plus training for UT System Administration departments and stakeholders. This role will require a deep understanding of information technology, a strong commitment to client service and will help lead efforts in troubleshooting complex issues, optimizing IT service delivery and enhancing end user experience.
Essential Functions
- Provides advanced technical support to end users / clients regarding technology hardware and software applications by assessing needs and implementing the best solutions.
- Leads the development, implementation, and delivery of training programs and presentations for team members and stakeholders.
- Offers specialized support on business applications and processes, with a focus on advanced technical support and problem resolution.
- Drives the technical onboarding, maintenance, and offboarding of user accounts, including comprehensive management of group memberships, rights, telephony assignments, and Two-Factor Authentication setups.
- Plays a key role in the implementation of technology projects and initiatives, focusing on strategic alignment, gap analysis, project coordination, and execution.
- Responsible for the administration of end-user hardware, software, and services, including enterprise printing and conference room technology.
- Implements and maintains software management platforms such as Microsoft Intune, Azure AD (Microsoft Entra ID) and Microsoft Admin Center. Maintains endpoint configuration standards for end user applications.
- Supports leadership in reviewing technical support trends to identify systemic issues or training needs. Uses IT service management tool to review reports on service performance, incident management and end user / client satisfaction.
- Performs general administrative duties, including responding to customer inquiries, preparing office documents and reports, and participating in meetings.
- Other duties as assigned.
- Knowledge of general office practices and administrative procedures.
- Excellent organization, teamwork, problem-solving, and communication (verbal and written) skills.
- Ability to manage a variety of tasks and prioritize effectively.
- Ability to work well with people at all levels of the organization and handle a fast paced, dynamic environment.
- Ability to use standard office equipment and software.
- Bachelor's Degree and two (2) years of related experience in information systems or high school diploma or GED and 6 years of experience utilizing information technology equipment and software.
- Experience and education may be substituted for one another on a year for year basis.
- Experience using and supporting Microsoft 365 business productivity applications.
- Experience w/ Information Technology Infrastructure Library (ITIL) framework & IT Service Management (ITSM) platforms.
- Experience in higher education IT.
- Experience working with PeopleSoft or comparable ERP platform.
- Experience conducting training for large and small groups of individuals.
- Experience leading the implementation of technology projects and initiatives.
- May work around standard office conditions.
- Repetitive use of a keyboard at a workstation.
- Use of manual dexterity.
- Climbing of stairs.
- Climbing of ladders.
- Lifting and moving objects.
- 10% Travel
- Requires occasional evening or weekend hours
The retirement plan for this position is Teacher Retirement System of Texas (TRS), subject to a minimum of 20 hours per week and at least 135 days in length. Participation in TRS is mandatory.
A background check will be conducted on candidates under final consideration. The background check may include any or all of the following: criminal history check, prior employment verification, education verification, professional references check, and motor vehicle records check. Background checks are conducted by third-party vendors. Upon request form the third-party vendor, candidates under final consideration must provide the required information for the background checks to be completed.
EO/AA Statement
The University of Texas System Administration is a federal contractor committed to providing equal employment opportunity for all qualified applicants and employees in all terms and conditions of employment. U. T. System will provide equal employment opportunity to all qualified persons and will not discriminate on the basis of race, color, sex, sexual orientation, gender identity/expression, pregnancy, religion, national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by federal or state laws.
For information on accommodations for individuals with disabilities, please contact the Office of Talent and Innovation at .
Tax Director - Private Client Services
Posted 2 days ago
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Join to apply for the Tax Director - Private Client Services role at Weaver 2 weeks ago Be among the first 25 applicants Join to apply for the Tax Director - Private Client Services role at Weaver Get AI-powered advice on this job and more exclusive features. The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses. A Weaver Tax Director is an entrepreneur who successfully creates new business for the firm and develops the next generation of Weaver’s leaders. The ideal candidate is a CPA with 9+ years of experience in federal tax compliance, planning, and consulting at a public accounting firm. To be successful in this role, the following qualifications are required: Bachelor’s degree in Accounting or related field CPA or EA 9+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts Technical knowledge sufficient to sell and execute engagements in multiple industries Additionally, The Following Qualifications Are Preferred Master’s degree in Accounting or related field Proven ability to manage, mentor, and develop staff Strong relationship management and practice development skills Ability to attract and service new clients and expand services to existing clients Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $120,000 to $00,000 in the California, Maryland, New Jersey, and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. WeaverLEAD We Are Committed To Investing In The Strength Of Our Team. That Is Why We Have Created An Internal Leadership Coaching Program To Train Leaders To Support Other Leaders At Every Level Of The Organization. The Goal Of WeaverLEAD Is To Inspire The Growth And Development Of Our Leaders By L eaning into the experience of exploring new ideas for each individual’s growth as a leader. E ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities. A dapting to the transformation that takes place as a result of participating in the program. D eveloping yourself and others with coaching competencies to create a firm-wide culture of coaching. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. What’s next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible. Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Accounting/Auditing and Finance Industries Accounting Referrals increase your chances of interviewing at Weaver by 2x Director - Accounting and Family Office Services Tax Managing Director, State & Local Tax (Sales & Use) Austin, TX $185,5 0.00- 492,000.00 9 hours ago Austin, TX 100,000.00- 150,000.00 2 weeks ago Managing Director, Texas Performing Arts Director - Strategic Financing Services - Applications and Strategic Planning Business Development Director – Business & Professional Services Director of Production, Texas Performing Arts Austin, TX $1 0,000.00- 300,000.00 4 days ago Senior Tax Manager - Flow Throughs (REMOTE) Austin, TX 140,000.00- 200,000.00 1 week ago Austin, TX 84,500.00- 201,000.00 2 weeks ago Austin, TX 106,500.00- 267,500.00 1 week ago Austin, TX 84,500.00- 201,000.00 1 week ago Austin, TX 106,500.00- 267,500.00 1 week ago Manager, Corporate Tax: Banking/Insurance/Investment - (Remote Option) Tax Services Manager - Financial Services - Customer Tax Operations and Reporting - EDGE Austin, TX 102,100.00- 187,000.00 2 weeks ago US Seasonal Tax-Financial Services Organization-Wealth and Asset Management Senior Manager Austin, Texas Metropolitan Area 180,000.00- 200,000.00 1 month ago Austin, Texas Metropolitan Area 140,000.00- 180,000.00 21 hours ago Tax Manager - High Net Worth Individuals Austin, TX 95,000.00- 115,000.00 4 days ago Austin, TX 90,400.00- 157,000.00 1 week ago Austin, Texas Metropolitan Area 1 day ago Austin, TX 110,000.00- 150,000.00 3 days ago Austin, Texas Metropolitan Area 3 days ago Austin, TX 89,400.00- 146,900.00 2 weeks ago Tax Manager - High Net Worth Individuals & Family Groups Austin, Texas Metropolitan Area 3 days ago Austin, TX 100,000.00- 150,000.00 3 days ago Austin, TX 120,000.00- 160,000.00 4 days ago Austin, TX 88,900.00- 127,000.00 1 day ago We’re unlocking community knowledge in a new way. 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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 .
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Producer Development Leader Private Client Services
Posted 15 days ago
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Producer Development Leader, Private Client Services
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Producer Development Leader at Marsh McLennan Agency (MMA).
MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Producer Development Leader on the Private Client Services National Region team, you’ll be responsible for leading the onboarding, training, and ongoing development of insurance business development executives/producers within the organization. This role focuses on building a high-performing sales team that excels in the high-net-worth personal lines insurance market. The Producer Development Manager will implement strategic initiatives to enhance recruitment efforts, producer performance, drive sales growth, and foster a culture of continuous learning and development.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
Designing, implementing, and overseeing comprehensive onboarding and training programs that equip new producers with essential product knowledge, sales techniques, compliance standards, and customer relationship management skills.
Establishing performance metrics and evaluation processes to monitor producer progress, providing constructive feedback and support to ensure achievement of sales targets and professional growth.
Providing ongoing coaching and mentorship to producers, fostering their development and helping them achieve validation and success
Fostering a culture of continuous learning and improvement within the sales team, encouraging producers to pursue professional development opportunities and certifications
Demonstrated experience in insurance sales, with a strong understanding of high-net-worth personal lines insurance.
Proven experience in a managerial or leadership role, with a focus on training and development.
Strong organizational and time management abilities, with a track record of managing multiple priorities effectively.
Proficiency in CRM software / Salesforce and other sales tools.
These additional qualifications are a plus, but not required to apply:
Bachelor’s degree in business, insurance, finance, or a related field preferred.
Relevant industry certifications (e.g., CPCU, CIC) are highly desirable.
Experience in developing and implementing training programs within the insurance sector.
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
The applicable base salary range for this role is $126,600 -$02,200. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:
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The applicable base salary range for this role is $95,00 to 176,900.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
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 .
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-Private Client Services -Tax Chat-*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 or Active Enrolled Agent
+ 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 $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 .