557 Client Relations jobs in McLean
Tax Manager - Financial Services - Customer Tax Operations and Reporting
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At EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And were counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all.
The exceptional EY experience. It's yours to build.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
Tax Services Manager Financial Services Office Customer Tax Operations and Reporting Services (CTORS): This position could be located in NY (primary), IL, CA, MA, TX, WA, NJ, CT, VA.
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, and 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!
The opportunity
Our Business Tax Advisory practice gives you the opportunity to focus on US tax information reporting & withholding matters. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems. The CTORS team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). As you progress within EY and our CTORS tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firms most senior tax talent.
The CTORS Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how CTORS requirements are managed within large to medium size companies.
Your key responsibilities
You will interface daily with superiors, peers and subordinates and clients on large and small CTORS projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients. You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers.
Skills and attributes for success
+ Ability to read and interpret IRS Code, regulations and instructions
+ Strong writing skills for policy and procedure writing is a must
+ Ability to interface with all facets of our business
+ Ability to multitasking and project management capability
+ Creative problem solving, strong critical thinking
+ Ability to drive success as both an individual contributor and team member.
To qualify for the role, you must have at a minimum
+ A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred
+ A minimum of 5 years of relevant tax consulting or tax operational experience
+ Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations
Ideally, youll also have
+ Active participation in industry groups such as SIFMA, ABA, IIB
+ The ability to understand and implement tax rules
+ A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters
What we look for
We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment. Ultimately, if you are ready to progress in your career, take ownership of your development and make a measurable difference in both your career and your community, this role is for you.
**What we offer**
We offer a comprehensive compensation and benefits package where youll 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 $128,200 to $35,100. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 153,900 to 267,100. 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, youll decide how much vacation time you need based on your own personal circumstances. Youll 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.
+ **Continuous learning:** Youll develop the mindset and skills to navigate whatever comes next.
+ **Success as defined by you:** Well provide the tools and flexibility, so you can make a meaningful impact, your way.
+ **Transformative leadership:** Well give you the insights, coaching and confidence to be the leader the world needs.
+ **Diverse and inclusive culture:** Youll be embraced for who you are and empowered to use your voice to help others find theirs.
EY accepts applications for this position on an on-going basis. **If you can demonstrate that you meet the criteria above, please contact us as soon as possible.**
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
For those living in California, please click here for additional information.
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 EYs Talent Shared Services Team (TSS) or email the TSS at
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Client Relations
Posted 2 days ago
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Job Description
The Client Relations is responsible for the delivery of timely and accurate information to clients and delivery of Jet Linx Standards. The Client Relations is the onsite base representative responsible for ensuring a smooth and seamless flight experience from the point of booking to the post-flight follow up and invoicing.
Duties & ResponsibilitiesRepresent the client relationship by greeting all relevant arrivals and departures at the assigned base, following the Jet Linx Service Standards.
Plan and manage active trips for clients following the Jet Linx Service Standards.
Manage, update, and maintain all client accounts, preferences, and expectations, using company systems.
Coordinate with Flight Operation Departments to ensure Service Standards are met and/or exceeded and identify any potential issues.
Proactively communicate, document, and resolve complaints, escalating to management as necessary.
Provide internal and external follow-up to resolve any service failures appropriately.
Perform Client Relations base duties as needed.
Regular and predictable on-site attendance required.
Demonstrate Jet Linx's core values and "Supply the High" in all interactions.
Perform other duties as assigned.
Knowledge, Skills & AbilitiesAbility to understand and tailor all actions in accordance with defined Jet Linx service standards.
Ability to apply critical thinking to solving urgent matters, getting creative when there is no explicit instruction guide for all issues.
Establish and maintain effective relationships with clients.
Ability to work flexible, non-standard hours including nights, weekends, and holidays.
Proficient with Microsoft Office Suite.
Ability to work both independently and as part of team.
Excellent verbal and written communication and interpersonal skills to effectively interact with all levels of the company and its customers.
Ability to work in a fast-paced environment, with strong attention to detail and organizational skills.
Ability to maintain the confidentiality of sensitive information.
Self-motivated and willingness to take initiative utilizing client information for problem resolution and improvements to service.
Ability to multi-task and complete work within assigned timelines under minimal supervision.
Ability to be flexible and work in an environment with frequent changes to procedures, directions, and expectations.
Operate office equipment as needed.
Education and Work ExperienceBachelor's degree or 2+ years' experience in an aviation service role.
2 years of professional customer service experience required.
Aviation industry experience or interest preferred.
Physical RequirementsMajority of work is completed in a normal office work environment.
Able to complete physical activities such as standing, sitting, walking, talking, and hearing to perform daily work functions.
Must be able to move up to 25 pounds on an infrequent basis.
Documentation RequirementsAbility to obtain a U.S. driver's license.
Proof of eligibility to work in the US.
CompensationJet Linx offers a competitive compensation and benefits package to team members. Starting base annual salary for this position ranges from $54,100 to $75,800. Actual base salary provided is dependent upon geographic location, aircraft size (crew positions), relevant education, training, and experience of the candidate. Our comprehensive benefits package includes health, dental and vision insurance, 401(k) with 6% company match, paid time off and company paid life and short-term disability coverage.
Client Relations Associate
Posted today
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Job Description
At Lanham Partners, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the quality of our client relations. With our client’s upcoming expansion, we are looking to extend our Client Relations and Customer Service Team. If you are team-spirited, share a passion in cultivating relationships, and have a desire to assist others, then the Client Relations Associate role was made for you! Responsibilities of a Client Relations Associate: Establish and maintain long lasting business and client relationships in person Identify, troubleshoot, and provide clients resolutions to their issues and concerns in a face-to-face setting Maintain open communication between our clients, their consumers, and our Client Relations Associate Team Utilize product knowledge to upsell products and services as needed and assist our sales team in new client acquisitions Provide clients with an individualized purchasing experience and utmost customer service Coordinate with sales team to ensure process orders are completed and installation dates are set Document client’s contact information, ensure their purchase order is correct, and submit all information accordingly to our Senior Client Relations Associates Collaborate with fellow Client Relations Associates, and other Customer Service and Sales team members that all sales targets are met The Ideal Candidate as a Client Relations Associate: High School Diploma or equivalent certification required Bachelor’s Degree in Business Administration, Communications, Marketing, or other related fields preferred 1-3 years of experience working in Client Relations, Customer Service, Hospitality, Sales, or other related fields preferred People-oriented and passionate about building relationships Charismatic and personable demeanor that transpires to fellow Client Relations Associates and other Customer Service team members Results driven and self-motivated to improve interpersonal skills Practices active listening and is empathetic to client’s concerns Solution-oriented and takes initiative in resolving unexpected challenges #LI-OnSite #J-18808-Ljbffr
Client Relations Associate
Posted today
Job Viewed
Job Description
At Lanham Partners, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the quality of our client relations. With our client’s upcoming expansion, we are looking to extend our Client Relations and Customer Service Team. If you are team-spirited, share a passion in cultivating relationships, and have a desire to assist others, then the Client Relations Associate role was made for you! Responsibilities of a Client Relations Associate: Establish and maintain long lasting business and client relationships in person Identify, troubleshoot, and provide clients resolutions to their issues and concerns in a face-to-face setting Maintain open communication between our clients, their consumers, and our Client Relations Associate Team Utilize product knowledge to upsell products and services as needed and assist our sales team in new client acquisitions Provide clients with an individualized purchasing experience and utmost customer service Coordinate with sales team to ensure process orders are completed and installation dates are set Document client’s contact information, ensure their purchase order is correct, and submit all information accordingly to our Senior Client Relations Associates Collaborate with fellow Client Relations Associates, and other Customer Service and Sales team members that all sales targets are met The Ideal Candidate as a Client Relations Associate: High School Diploma or equivalent certification required Bachelor’s Degree in Business Administration, Communications, Marketing, or other related fields preferred 1-3 years of experience working in Client Relations, Customer Service, Hospitality, Sales, or other related fields preferred People-oriented and passionate about building relationships Charismatic and personable demeanor that transpires to fellow Client Relations Associates and other Customer Service team members Results driven and self-motivated to improve interpersonal skills Practices active listening and is empathetic to client’s concerns Solution-oriented and takes initiative in resolving unexpected challenges #LI-OnSite #J-18808-Ljbffr
Customer Service Representative
Posted 9 days ago
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Job Description
A Customer Service Representative, or CSR, will act as a liaison, provide product/services information, answer questions, and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.
The best CSRs are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. They love to talk and understand the value of good communication skills. Customer service representatives can put themselves in their customers’ shoes and advocate for them when necessary. Customer feedback is priceless, and these CSRs can gather that for you. Problem-solving also comes naturally to customer care specialists. They are confident at troubleshooting and investigate if they don’t have enough information to answer customer questions or resolve complaints.
The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction.
Manage large amounts of incoming phone calls
- Generate sales leads
- Identify and assess customers’ needs to achieve satisfaction
- Build sustainable relationships and trust with customer accounts through open and interactive communication
- Provide accurate, valid and complete information by using the right methods/tools
- Meet personal/customer service team sales targets and call handling quotas
- Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
- Keep records of customer interactions, process customer accounts and file documents
- Follow communication procedures, guidelines and policies
- Take the extra mile to engage customers
Proven customer support experience or experience as a Client Service Representative
- Track record of over-achieving quota
- Strong phone contact handling skills and active listening
- Familiarity with CRM systems and practices
- Customer orientation and ability to adapt/respond to different types of characters
- Excellent communication and presentation skills
- Ability to multi-task, prioritize, and manage time effectively
- High school diploma
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