Client Services Coordinator

60532 Lisle, Illinois Dealer eProcess

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Job Description

This position qualifies for bonus.DEP is looking for a motivated, experienced, full-time, team-oriented Account Executive ( Client Services Coordinator) with exceptional written and verbal communication skills and strong analytical abilities. Experience in the automotive industry is a plus!Responsibilities:Maintaining and building client relationshipsProvide professional support to enhance the customers' experienceTrain/Educate clients on Dealer eProcess productsStaying on top of industry trendsConduct dealer trainingWork closely with various departments to ensure dealer satisfactionRemain in frequent contact with the clients in your responsibility to understand their needsRequired Skills:Excellent presentation, communication, and customer service skillsMust be organized, detail-oriented, and punctualAbility to manage multiple accounts The ability to remain cool under pressureProficiency with Microsoft Office Suite and Google SuiteEmployee Benefits (after waiting period):Medical, Dental, Vision401K with company match 10 Paid Holidays PTO and Vacation time offPaid Paternal LeaveDEP'S TOP 5:Great benefitsCollaborative company cultureNumerous areas for growthEngaging work environmentIn-person company/team events

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Senior Client Services Consultant

60505 Aurora, Illinois MetLife

Posted 4 days ago

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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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Tax Manager - Private Client Services

60158 Carol Stream, Illinois MedStar Health

Posted 3 days ago

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Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating proficiency in reviewing complex returns, managing staff and conducting research. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below.

What it Means to Work for EisnerAmper:
  • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

  • You will have the flexibility to manage your days in support of our commitment to work/life balance

  • You will join a culture that has received multiple top "Places to Work" awards

    • We believe that great work is accomplished when cultures, ideas and experiences come together to create innovative solutions

    • We understand that embracing our differences is what unites us as a team and strengthens our foundation

    • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

What Work You Will be Responsible For:
  • Responsible for training, supervising and ongoing development of associates and seniors.

  • Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.

  • Build impactful relationships with clients and maintain relationships with firm leadership.

  • Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.

  • Take responsibility for accurate time and billing for self and team.

  • Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.

  • Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.

  • Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.

  • Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.

  • Hold self and direct reports responsible for achieving developmental goals

  • Mentor and coach junior team members.

  • Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.

Basic Qualifications:
  • Bachelor's Degree in Accounting or equivalent field is required

  • 4+ years of tax compliance and/or tax consulting experience in public accounting or public/Coporate mix

  • CPA or IRS Enrolled Agent Certification required

Preferred/Desired Qualifications:
  • Master's Degree in Taxation or relevant field

  • Experience using GoSystems or CCH Axcess tax software

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law

About our Private Client Services (PCS) Team:

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

For Minnesota and Illinois candidates, the expected salary range for this position is between $80,000 and $140,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Should you need any accommodations to complete this application please email:

#LI - Hybrid

#LI - RB2

Preferred Location: Elgin
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Senior Tax Manager for Private Client Services

60158 Carol Stream, Illinois Software Placement Group

Posted 7 days ago

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Job Description

Senior Tax Manager for Private Client Services

Join a leading CPA firm as a Senior Tax Manager focused on Private Client Services, located in Elgin, IL. This role is ideal for those looking to leverage their high-net-worth client experience in tax compliance and planning in a dynamic and supportive workplace. The Senior Tax Manager will oversee tax functions for ultra-high net worth individuals, particularly in the financial services sector, managing a team while forging strong client and internal relationships. This opportunity is at a firm known for its strong culture, work-life balance, and a portfolio of ambitious professionals committed to delivering exceptional client services.

Salary: $150,000.00 - $200,000.00 per year

Essential Duties and Responsibilities:

  • Supervise and lead a team in the tax compliance and planning for ultra-high net worth individuals and families, focusing on clients in financial services.
  • Drive client engagement in tax planning and compliance across diverse scenarios, including direct involvement in client interactions and strategy sessions.
  • Maintain a deep understanding of hedge fund K-1 treatments, and the intricacies of trusts, estates, gifts, and charitable entities.
  • Monitor and manage the preparation and review of complex tax returns, ensuring accuracy and compliance with current laws.
  • Engage and establish new client relationships while maintaining excellence in existing relationships.
  • Act as a proactive advisor, staying updated on tax legislation and integrating relevant changes into planning and compliance practices.
  • Collaborate with other firm departments to enhance service delivery and client satisfaction.
  • Participate in and lead training and professional development sessions within the team.
  • Occasional travel to client sites to enhance client trust and service delivery.

Minimum Position Qualifications:

  • Bachelors Degree in Accounting or equivalent field.
  • Minimum of 8 years of experience in tax compliance, with specialization in the taxation of individuals, fiduciaries, estates, and gifts.
  • Extensive recent experience in public accounting.
  • CPA or IRS Enrolled Agent Certification is required.

Preferred Qualifications:

  • Masters Degree in Taxation or a related field.
  • Proficiency in GoSystems or CCH Axcess tax software.

Benefits:

  • Comprehensive medical, dental, vision, life, and disability insurance.
  • 401(k) Retirement Plan with firm contributions.
  • Flexible Spending & Health Savings Account options.
  • Generous paid time off including holidays, vacation, and sick time.
  • Employee assistance program and a range of firm-specific benefits.

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