158 Client Relations jobs in Hiram

Customer Service/Sales

Hiram, Georgia Home depot

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Job Description
Position Purpose:
Customer Service/Sales associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. These associates learn about products using our tools, and provide information to customers in order to sell an entire project. Associates in this position will learn how to greet, qualify, recommend and close every customer in their department, and know how to handle basics in adjacent departments. Customer Service/Sales associates maintain the in-stock condition of assigned areas, and ensure it is clean, shop-able, and safe. Each associate has the responsibility of providing a safe working and shopping environment by following all safety policies & standards, completing specified safety training, immediately correcting hazards & unsafe conditions or reporting conditions to the Manager on Duty, and working safely as not to endanger themselves, co-workers, vendors, or customers. These associates work in cooperation with their Department Supervisor and other associates in their department as well as other departments. Specific store departments may include Building Materials, Décor, Electrical, Flooring, Garden, Hardware, Kitchen & Bath, Lumber, Millwork, Paint, Plumbing and Tool Rental. The Customer Service/Sales position types may include Department Sales, Lead Generator, Pro Account Sales, Sales Specialist, Special Services, and Customer Order Specialist.
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Client Relations Specialist

30309 Midtown Atlanta, Georgia Waystar

Posted 3 days ago

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**ABOUT THIS POSITION**
The Account Relations Specialist position is responsible for positively influencing Waystar's attrition rate by proactively identifying at risk clients, addressing cancellation/contract requests that are assigned and increasing usage of purchased products.
**WHAT YOU'LL DO**
- Monthly analysis to proactively identify clients that may be attrition risks
- Address all assigned cancellation tasks in an effort to salvage the business
- Address all assigned contract issues in an effort to limit client disruption
- Responsible for researching, identifying, and contacting clients that are underutilizing purchased products to promote awareness and increase usage
- Proactive outreach calls to clients with declining claim / remit volume
- Outreach calls to clients with impending renewal dates to ensure satisfaction
- Outreach calls to clients that return less than favorable satisfaction surveys
- Attend conferences and seminars when needed
- Travel as required
- Other duties as required
**WHAT YOU'LL NEED**
- Bachelor Degree preferred
- Extensive working knowledge of Medical Billing / Healthcare EDI
**ABOUT WAYSTAR**
Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle.
Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun.
Waystar products have won multiple Best in KLAS® or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar ( on Twitter.
**WAYSTAR PERKS**
+ Competitive total rewards (base salary + bonus, if applicable)
+ Customizable benefits package (3 medical plans with Health Saving Account company match)
+ We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays
+ Paid parental leave (including maternity + paternity leave)
+ Education assistance opportunities and free LinkedIn Learning access
+ Free mental health and family planning programs, including adoption assistance and fertility support
+ 401(K) program with company match
+ Pet insurance
+ Employee resource groups
Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
**Job Category:** Client Operations
**Job Type:** Full time
**Req ID:** R2610
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Account & Relationship Management Executive - Enterprise Nursing Higher Education Field Sales (We...

30309 Midtown Atlanta, Georgia Wolters Kluwer

Posted 3 days ago

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**LOCATION:** Remote U.S. (West - Preference will be given to a candidate who lives in western USA).
**OVERVIEW**
You will leverage your understanding of business, financials, and customer needs to increase sales within your territory. With a higher level of authority in negotiations, you will play an important role in achieving revenue targets and cultivating lasting relationships with our customers.
**RESPONSIBILITIES**
+ Develop effective sales approaches to target key accounts.
+ Engage in in-depth negotiations with higher autonomy to close deals.
+ Manage and nurture relationships with key customer accounts.
+ Provide accurate sales forecasts and activity reports.
+ Identify and analyze market conditions to uncover sales opportunities.
+ Handle moderately complex or higher-value sales opportunities.
+ Gather and utilize customer feedback to improve sales strategies.
+ Act as a mentor and trainer for junior sales staff.
+ Collaborate with other departments to ensure customer satisfaction.
+ Implement and refine sales techniques tailored to customer needs.
**QUALIFICATIONS**
**Education:** Bachelor's degree or equivalent experience.
**Experience:** 5+ years higher ed sales experience, enterprise level experience preferred.
+ Strategic Planning: Ability to develop and implement effective sales strategies.
+ Negotiation Tactics: Advanced negotiation skills for closing complex deals.
+ Customer Insight: Deep understanding of customer needs and preferences.
+ Analytical Thinking: Strong ability to analyze and interpret sales data.
+ Sales Software: Proficient use of advanced CRM and sales management tools.
+ Team Collaboration: Skills to work effectively with cross-functional teams.
+ Market Knowledge: Comprehensive awareness of market dynamics and trends.
+ Mentorship: Capability to train and mentor junior team members.
+ Overall skills: Strong attention to detail, collaborative team player, excellent communication and transparency, and exceptional negotiation skills.
**TRAVEL:** 20% + Occasional travel to customer locations, industry events, internal meetings
**Additional Information:** may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
This role is eligible for Bonus.
**Additional Information** :
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
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Client Services Specialist

30309 Midtown Atlanta, Georgia CBRE

Posted 3 days ago

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Client Services Specialist
Job ID
224222
Posted
11-Jun-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Administrative, Marketing, Sales Support
Location(s)
Atlanta - Georgia - United States of America
**About the Role:**
This role is responsible for providing general administrative support to an office or group of sales professionals including helping the team with business plan objectives. This includes preparing proposal, presentation, and communication materials and coordinating the distribution of internal and external marketing information.
**What You'll Do:**
Would be point of contact for ATL Multifamily; the traditional CSC/Admin role would be dedicated to Atlanta brokers and assist with Team Lead's workload
+ Pipeline Management
+ Manage and update pipeline on Salesforce, Connector, Smartsheet, Deal Flow
+ Monitor Metro Atlanta Pipeline to ensure we are properly tracking SEMF Partners revenue and larger team pipeline
+ Track team revenue for team, log and save down all deal reports/approvals/invoices
+ Manage production pipeline/dashboard
+ Track BOVS & proposal follow ups
+ Update talking points
+ Listing Management
+ Listing Agreements
+ Coordinate with legal on NDAs, CAs, Listing Agreements, Lien Waivers
+ Set up Deal Flow pages, launch blasts
+ Pull marketing reports & circulate weekly with clients
+ Manage offer process/logging, pull offer summaries to circulate with clients
+ Handle all vouchers, commission invoices, lien waivers (all three teams), coordinate with accounting and be team point of contact, send proper documents to clients prior to closings
+ Send closing blasts & LinkedIn announcements
+ Coordinate closing press releases
+ Ensure all necessary items are saved down in listing files and keep drive organized
+ Run Monday Morning Meetings & Bi-Weekly analyst meetings
+ Handle Million Dollar Club submissions (very time consuming - could be joint effort with CSC)
+ Handle National Multifamily Requests (requests for team info, pipeline updates, RCA Deal Audits)
+ Handle month in review eblasts & end of year eblasts
+ Manage interns
+ Assist with hiring and team onboarding
+ Handle team accounts and subscriptions; renewals for market information sources; managing users and licenses; save down and share external reports (Data Bank & Haddow Reports)
+ Broker Calendar Management
+ Schedule Zoom Invites and schedule all team calendar requests
+ Tour Scheduling
+ Log all CAs and handle redlined CAs
+ Grant VDR Access during marketing process
+ Submit Project ID requests
+ Pay invoices
+ Manage distributions lists, update and add contact to database, assist with any database (Salesforce) management when necessary
+ Plan client events (lunches, dinners, closing events)
+ Reserve meeting rooms/order client lunches
+ Conference coordination - events, dinners, client meetings, producer travel/hotels (NMHC, MF Summit)
+ Event planning for Barnsley, Sea Island, AAA
+ Expense submissions
+ General Broker Admin & Support - help with broker travel plans, make lunch & dinner reservations, printing/scanning for brokers, be point of contact for general broker questions and assistance
+ In general, would assist Team Lead and analysts with general marketing/admin tasks to help with workloads
**What You'll Need:**
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
+ High school diploma required
+ 3 years in an administrative role working with professionals
+ 2 years in the Real Estate industry.
+ Active state real estate license preferred.
+ Ability to present information to a large group of employees.
+ Ability to calculate figures such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease. Requires knowledge of financial terms and concepts.
+ Requires sophisticated detailed and quantitative skills.
+ Experience with Microsoft Office Suite, internet research and web publishing skills and ability to edit basic templates in Power Point and/or InDesign.
+ Ability to thrive in a fast-paced environment of continuous change.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**Why CBRE?**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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Senior Client Services Consultant

30309 Midtown Atlanta, Georgia MetLife

Posted 3 days ago

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Job Description

Role Value Proposition:
Provides administrative support and customer service to National Accounts group insurance clients. Works with account team, Account Executive and other internal partners to manage the customer relationship.
Key Responsibilities
* Overall Accountability: Partner closely with the Account executive and have overall accountability for the day-to-day administration of multiple complex clients.
* Client Liaison: Serve as the bridge between our clients and internal teams, ensuring seamless communication and collaboration between the internal MetLife teams.
* Meeting Management: Coordinates and facilitates ongoing client meetings, in person or via conference call, and prepares materials, agendas, minutes and presentations. Participates in and facilitates client Finalist and Stewardship meetings.
* Consultative Solutions: Provide clients with consultative, alternative solutions to requests that can identify possible plan design alternatives.
* Customer Service Excellence: Deliver exceptional customer service through ongoing timely customer delivery and client satisfaction.
* Strategic Planning: Leads client account audits and strategic planning process, and partners with financial team and other partners in the completion of client reports.
* Subject Matter Expertise: Serve as a key resource and may serve as a subject matter expert to Customer Unit and National accounts.
* RFP Support: Partner with the Proposal Unit to research and respond to RFP questionnaires.
* Contract Execution: Understand detailed components and provisions in legal agreements between MetLife and the client and assist in facilitating the execution of contracts to ensure compliance.
* Industry Knowledge: Comprehend competitors' products, industry trends, and legal developments impacting business.
* Product Knowledge: Firm knowledge of MetLife's group products, services, and systems and ability to apply analytical skills to the interaction of these products, services, and systems.
Essential Business Experience and Technical Skills
Required:
* 5+ years of equivalent experience within the insurance space.
* 5+ years of account management/client service experience, with a passion for client service.
* Excellent organizational, interpersonal, and communication skills, both written and verbal.
* Ability to work autonomously, effectively handle multiple tasks, prioritize deadlines appropriately, and remain flexible.
* General understanding of employee benefits industry.
* Proficient with Microsoft Office software, Teams meeting and Webex meeting tools.
* Self-motivated to learn more about the business and proactive in personal development.
* Up to 10% travel required.
* High School Diploma or equivalent
Preferred:
* Bachelor's Degree.
* Experience with Disability products is a strong asset.
* Ability to balance client expectations with MetLife capabilities.
* Project management skills including problem-solving, attention to detail, analytical thinking, and decisiveness.
At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers.
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
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Director, Client Services, Multifamily

30309 Midtown Atlanta, Georgia Cushman & Wakefield

Posted 3 days ago

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**Job Title**
Director, Client Services, Multifamily
( Description Summary**
The Director of Client Services will represent Cushman and Wakefield's multifamily management platform locally and regionally and personify Cushman and Wakefield values of being inclusive, driven, collaborative, and insightful
**Job Description**
**ESSENTIAL JOB DUTIES:**
+ Be the local market expert - intimately understand the demand drivers in the MSA(s) both from a renter and an investor perspective
+ Be a product expert - understand the trends in apartment living in the MSA(s)
+ Be a service expert - understand how our offering is uniquely positioned to drive value for clients
+ Develop and nurture relationships with local developers, ownership groups as well as national institutional investors to support their growth efforts and relationship with Cushman and Wakefield
+ Build and manage a pipeline of new multifamily property management prospects for region or state
+ Complete underwriting and property operating expense analysis for Assets
+ Support the Senior Managing Director of Client Services and local operations market leader(s) in growing the multifamily property management portfolio
+ Run point on proposal and "pitch" processes as needed in support of regional growth
+ Coordinate with various C&W departments to complete proposals, marketing materials, analytics, etc., necessary to support the growth of the portfolio
+ Coordinate client needs for acquisition support, due diligence, underwriting, development consulting, asset reviews, operating performance reviews, market analysis, and general support to existing and new C&W multifamily clients
+ Coordinate with internal operations leaders to support client contract negotiations
**COMPETENCIES:**
+ Proven track record of relationship building with institutional and private owners
+ Attention to detail with proven follow up and organizational skills
+ Team oriented with the ability to build consensus across all levels of the organization
+ Strong communicationskills: written, verbal, and presentation
+ Ability to grow and maintain strong relationships over time
+ "Passion for the pursuit" - enjoys and thrives on winning new business
+ Ability to solve problems, handle multiple tasks, organize resources in support of client and internal deliverables
+ Internally motivated self-starter
**IMPORTANT EDUCATION:**
+ Bachelor's Degree required
**IMPORTANT EXPERIENCE:**
+ 5+ years of related experience
+ 2+ years of Management experience
**WORK ENVIRONMENT**
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Regularly required to travel outside between properties in varying weather conditions.
**PHYSICAL DEMANDS**
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee may need to travel from floor to floor, climb stairs, and may be required to travel outside between buildings in varying outdoor weather conditions. The employee may also be regularly required to remain in a stationary position (sit or stand) for 85% of the time; regularly operate office machinery. The employee must be able to travel up to 15% of the time. Travel may vary in frequency and duration. The employee must demonstrate the ability to exert up to 10 pounds occasionally, and/or up to 10 pounds frequently, and/or up to 10 pounds of force constantly to lift, carry, push, pull, or move objects.
**OTHER DUTIES**
This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at **1- ** or email ** ** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
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Private Wealth Management Relationship Specialist

30309 Midtown Atlanta, Georgia Regions Bank

Posted 3 days ago

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Job Description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Private Wealth Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (insurance, deposits, consumer credit etc.) to affluent clients. The Private Wealth Management Relationship Specialist will be responsible for rendering an extraordinarily high level of services to private wealth management clients and supporting the Private Wealth management team with day-to-day client support activities. This role will be responsible for supporting a Private Wealth management team and rendering an extraordinarily high level of services to private wealth management clients.
**Primary Responsibilities**
o Facilitates day to day basic transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions
o Enters and maintains appropriate client records in CRM tools, loan closing document preparation and assistance
o Responds to client requests for information and assists with basic inquiries, within appropriate level of authority, including the processing of documentation for overdrafts and monitoring of various first line of defense risk activities
o Supports sales efforts by assisting with information for scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
o High School Diploma or GED and two (2) years general banking, paralegal, or client support experience OR a Bachelor's degree
**Preferences**
o Bachelor's degree in a business related field
o One (1) year of Private Wealth administration, Trust Support administration or related experience
o Fundamental understanding of Wealth Management processes
**Skills and Competencies**
o Strong collaboration and relationship building skills
o Proactive and thorough in developing comprehensive client correspondence.
o Strong organizational and customer service skills
o Strong written and verbal communication skills
o Proven analytical and problem-solving skills, including attention to detail
o Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc)
Private Wealth Management and Trust experience strongly preferred
_This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._
_Regions will not sponsor applicants for work visas for this position. Applicants for this position must be currently authorized to work in the United States on a full-time basis._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$43,500.00 USD
**_Median:_**
$52,540.00 USD
**Incentive Pay Plans:**
This job is not incentive eligible.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Buckhead
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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Tax Director - Private Client Services HNW

30064 Marietta, Georgia Jobot

Posted today

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Job Description

Top 20 firm with balance + Partner track!

This Jobot Job is hosted by: Ruby Voight
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $120,000 - $250,000 per year

A bit about us:

We are a national CPA firm offering a unique opportunity for Tax professionals looking for an excellent work/life balance and the ability to work with a complex and diverse variety of clients, or specialized if you prefer! We want you to love what you do and we provide opportunities that align with your strengths and talents! We believe in employee's each having their own voices and ideas - we want you to be able to build a long term career with us! What that means for you, is that we expect you to enjoy a work life balance that promotes a fulfilling career, personal health, well being and family life!

Although we are large, we operate each branch as an individual entity to allow for a strong culture, however the opportunities to expand are available as well due to our footprint!

If you are a Tax Director with at least 5 years of experience within public accounting (or a mix within industry accounting) and a focus on Private Client Services icluding UHNWIs, trust, gifts ,and estates, then please read on….

Why join us?

Do you want to work with some of the nations best Clients AND enjoy a GREAT work/life balance? We do too!

  • Competitive Pay!
  • Medical, Dental and Vision Benefits
  • Paid Holidays
  • Paid Vacation
  • Great Company Culture
  • Flexible Hours
  • ESOP!
  • Fun Company Activities
  • Large net but regional focus = growth opportunity but smaller company-feel
Job Details

Qualifications:
  • BS/BA in accounting or related field
  • CPA preferred (or EA, JD)
  • 5+ years of experience in Public Accounting, 1+ in management
  • Private Client Services experience


Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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US Seasonal Tax-Private Client Services Senior Manager

30309 Midtown Atlanta, Georgia EY

Posted 3 days ago

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Location: Anywhere in Country
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - Private Client Services - *Remote*** **?**
Private Client Services (PCS) is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
**The opportunity**
You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams?
**Your key responsibilities**
As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our Private Tax clients. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.
**Skills and attributes for success**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Influencing skills, and the confidence and curiosity to question existing processes
+ The ability to produce technical writing and research in a tax context
+ Experience performing high quality review of complex tax returns
+ Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance
+ Experience with federal and state personal and trust income tax
+ A thorough understanding of estate and wealth planning
+ Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
+ Comfort with working remotely in a virtual team environment
**To qualify for the** **role** **you must have** **?**
+ Valid US Certified Public Accountant (CPA) license or active state bar membership
+ A bachelor's degree in Accounting, Finance, Business, or a related discipline
+ A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps
+ Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
**Ideally,** **you'll** **also have**
+ A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $120/hr to $150/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
View Now

US Seasonal Tax-Financial Services Organization-Private Client Services- Manager

30309 Midtown Atlanta, Georgia EY

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Location: Anywhere in Country
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 .
View Now

US Seasonal Tax-Financial Services Organization- Private Client Services-Manager

30309 Midtown Atlanta, Georgia EY

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Location: Anywhere in Country
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 .
View Now
 

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