254 Client Services jobs in Kenwood

Client Services Manager

45217 Cincinnati, Ohio EFI Global

Posted 3 days ago

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Job Description

**The 'Apply with SEEK option' will be utilized for International applicants, mainly Australia. If this does not apply to you please use the 'Apply' option.**
IF YOU CARE, THERE'S A PLACE FOR YOU HERE
EFI Global is a full-service engineering, fire investigation, environmental, health and safety, and specialty consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness testimony, into a recognized global leader in engineering failure analysis, origin-and-cause investigations, environmental consulting, laboratory testing and specialty consulting. Our forensic investigation, engineering and environmental services teams around the world share a dedication to expertise, quality and demonstrating to customers that caring counts®. Each of our more than 700 professional engineers, fire investigators, architects and scientists was selected for their technical proficiency, in-depth industry knowledge and commitment to professional integrity. Together, our diverse backgrounds and collective insights empower clients to make better-informed business decisions. EFI's combination of global solutions and local expertise has earned the firm a reputation for delivering timely responses that consistently meet our clients' expectations-anytime, anywhere. Click here to learn more about EFI Global.
Are you a seasoned sales professional with deep expertise in property loss specialized services within the insurance industry, especially in forensic engineering, fire investigation, or environmental consulting? We're looking for a **Manager of Client Services** to help drive growth and client retention, strengthen client relationships, and collaborate closely with internal/external stakeholders.
This remote role includes regular travel for in-person meetings and events, so candidates should be based within their territory. Currently hiring in our Midwest territory. Prefer candidate reside in Illinois, Ohio, Indiana. Other Midwest locations will be considered.
Success in this role means being a strong team player. If you're passionate about delivering tailored solutions and building lasting partnerships, we'd love to connect with you.
**PRIMARY PURPOSE** : To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention.
**ESSENTIAL FUNCTIONS and RESPONSIBILITIES**
+ Performs client renewal and Client Service Instruction preparation for assigned clients.
+ Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports.
+ Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients.
+ Educates the client on loss data - drivers of cost impacting assigned programs.
+ Coordinate project activity. Acts as primary client contact with focus on maintaining and improving overall customer satisfaction.
+ Identifies issues that impact customer satisfaction. Identifies and solicits cross selling opportunities.
+ Coordinates client contracts.
**ADDITIONAL FUNCTIONS and RESPONSIBILITIES**
+ Performs other duties as assigned.
+ Supports the organization's quality program(s).
+ Travel as required.
**SUPERVISORY RESPONSIBILITIES**
+ Administers company personnel policies in all areas and follows company staffing standards and training recommendations.
+ Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions.
+ Provides support, guidance, leadership and motivation to promote maximum performance.
**QUALIFICATIONS**
**Education & Licensing**
Bachelor's degree from an accredited college or university preferred. Colleague to pursue CPCU, AIC and/or ARM or other related designation required.
**Experience**
Eight (8) years of related experience or equivalent combination of experience and education required to include three (3) years as an Account Representative **OR** five (5) years adjuster experience including one (1) year in a supervisory capacity.
**Skills & Knowledge**
+ Strong understanding in one of the following areas: workers compensation, liability and disability claims management
+ Strong understanding of client location coding parameters, banking methodology, and claims operating systems
+ Excellent oral and written communication, including presentation skills
+ PC literate, including Microsoft Office products
+ Analytical and interpretive skills
+ Strong organizational skills
+ Excellent interpersonal skills
+ Excellent negotiation and facilitation skills
+ Ability to work in a team environment
+ Ability to handle conflict and confront challenging issues in a fast work environment
+ Ability to meet or exceed Performance Competencies
**WORK ENVIRONMENT**
When applicable and appropriate, consideration will be given to reasonable accommodations.
**Mental:** Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines
**Physical:** Computer keyboarding, travel as required
**Auditory/Visual:** Hearing, vision and talking
**NEXT STEPS**
**If your application is selected to advance to the next round, you will receive an e-mail notification or phone call from a recruiter to schedule an initial call.**
_As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is $120,000-$150,000. A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits._
The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.
Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace
Our business is founded on people with the best technical skills and outstanding industry knowledge and we strive to employ and retain exceptional talent. EFI Global is an equal opportunity employer welcoming applications from all qualified persons.
If you are interested in working for us, please visit our job board.
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Client Services Representative l

45014 Fairfield, Ohio KY Staffing

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Client Services Representative

Eurofins Scientific is an international life sciences company, providing a unique range of analytical testing services to clients across multiple industries, to make life and our environment safer, healthier and more sustainable. From the food you eat, to the water you drink, to the medicines you rely on, Eurofins works with the biggest companies in the world to ensure the products they supply are safe, their ingredients are authentic and labelling is accurate. Eurofins is the global leader in food, environment, pharmaceutical and cosmetic product testing and in agroscience Contract Research Organisation services. The Group also has a rapidly developing presence in highly specialised and molecular clinical diagnostic testing and in-vitro diagnostic products. In over just 30 years, Eurofins has grown from one laboratory in Nantes, France to 55,000 staff across a decentralised and entrepreneurial network of 900 laboratories in over 50 countries. Eurofins offers a portfolio of over 200,000 analytical methods to evaluate the safety, identity, composition, authenticity, origin, traceability and purity of biological substances and products. DNA Diagnostics Center is the world leader in DNA relationship testing, processing over one million DNA samples from customers all over the world. Our broad portfolio of products includes our Paternity, Immigration, and other DNA relationship services for consumers, government agencies, healthcare providers, and legal professionals; PeekabooTM Early Gender DNA Test for expecting mothers; SpermCheck fertility and vasectomy test; and Pets & Vets DNA testing for breeders and pet enthusiasts. Our corporate headquarters, including our DNA testing laboratory, is based in Fairfield, OH in the greater Cincinnati Area. DDC is part of Eurofins, a global scientific company with over 800 laboratories in 50 countries and more than 50,000 employees.

A successful Client Services Representative (CSR) is genuinely excited about helping people while creating a positive experience for clients. The ideal candidate is an excellent communicator ensuring engaging and efficient first call resolutions. Success in this role involves providing accurate information, maintaining confidentiality, and collaborating with internal teams to solve customer issues. If you're committed to delivering outstanding service and thrive in a fast-paced environment, we'd love to have you on our team. This position offers the opportunity to work from home after completing 90 days of in-office training and meeting required performance metrics.

Essential Duties & Responsibilities
  • Field 40-50 inbound and/or outbound calls per day requiring active listening and documenting client interactions and details of inquiry
  • Effectively triage and support inquiries related to sample status, turnaround time, recollects, payments, and accessing results
  • Explain DDC's products and services in a professional manner via phone, email, text message, or chat
  • Engage with callers while communicating warmth, empathy, and patience throughout interaction
  • Verify callers and handle case and tested party information maintaining the strictest confidentiality
  • Ensure that appropriate actions are taken to resolve customer problems and concerns
  • Escalate customer needs that require additional knowledge or ability to leadership
  • Timely communication with other departments via email, chat, and/or ticketing systems
  • Follow DDC procedures and guidelines to ensure that DDC's service
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Client Services Representative l

45014 Fairfield, Ohio Eurofins Scientific

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DNA Diagnostics Center is the world leader in DNA relationship testing, processing over one million DNA samples from customers all over the world. Our broad portfolio of products includes our Paternity, Immigration, and other DNA Relationship service Client Service, Representative, Retail, Client, Customer

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Client Services Representative - Specialty Testing

45013 Hamilton, Ohio KY Staffing

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Client Services Representative - Specialty Testing

Join the world leader in DNA testing! Client Services Representative - Specialty Testing Fairfield, OH | Mon-Fri, 8:30am-5:30pm Are you passionate about delivering exceptional customer service while making a real impact on people's lives? DNA Diagnostics Center (DDC), a global leader in DNA relationship testing and part of the Eurofins family of 800+ labs worldwide, is hiring a Client Services Representative I for our growing Specialty Testing division. We're looking for someone who thrives in a fast-paced environment, loves solving problems, and takes pride in offering empathetic, informed support to customers. In this role, you'll be the voice behind some of our most unique product lines-including Peekaboo Early Gender DNA Test, Animal DNA testing, SpermCheck, and more.

What You'll Do:

  • Handle 30-40 calls/emails daily, providing friendly and knowledgeable support
  • Guide customers through their DNA testing journey with empathy and professionalism
  • Collaborate with internal teams to resolve client needs efficiently
  • Maintain confidentiality while handling sensitive case information
  • Become an expert in DDC's Specialty Testing products and workflows

Why Join DDC? We're more than just a lab-we're a mission-driven organization trusted by millions worldwide. As part of Eurofins Scientific, you'll join a global network of 50,000+ professionals across 800+ labs in 50 countries.

Ready to Be the Voice of DDC? Apply today and help us bring clarity, compassion, and science to people during life-changing moments.

What You Bring:

  • 1+ year of customer service or call center experience preferred
  • A positive, solution-focused mindset with strong communication skills
  • Ability to work calmly with sensitive or emotional customer situations
  • Willingness to learn and grow in a highly specialized field
  • Adept with Microsoft software suite (Excel, Word, etc.)
  • High school diploma/GED preferred

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Frequent use of a headset and phone to communicate with customers.
  • Regular interaction via digital communication platforms.
  • Communicating with others to exchange information.

Schedule:

Mon-Fri 8:30am-5:30pm

What We Offer:

  • Excellent full time benefits including comprehensive medical coverage, dental, and vision options
  • Life and disability insurance
  • 401(k) with company match
  • Paid vacation and holidays

Eurofins USA Clinical Diagnostics is a Disabled and Veteran Equal Employment Opportunity employer.

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Client Services Representative Specialty Testing

45014 Fairfield, Ohio Eurofins

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Client Services Representative Specialty Testing

Join the World Leader in DNA Testing! Client Services Representative Specialty Testing Fairfield, OH | MonFri, 8:30am5:30pm

Are you passionate about delivering exceptional customer service while making a real impact on people's lives? DNA Diagnostics Center (DDC), a global leader in DNA relationship testing and part of the Eurofins family of 800+ labs worldwide, is hiring a Client Services Representative I for our growing Specialty Testing division.

We're looking for someone who thrives in a fast-paced environment, loves solving problems, and takes pride in offering empathetic, informed support to customers. In this role, you'll be the voice behind some of our most unique product linesincluding Peekaboo Early Gender DNA Test, Animal DNA testing, SpermCheck, and more.

What You'll Do:

  • Handle 3040 calls/emails daily, providing friendly and knowledgeable support
  • Guide customers through their DNA testing journey with empathy and professionalism
  • Collaborate with internal teams to resolve client needs efficiently
  • Maintain confidentiality while handling sensitive case information
  • Become an expert in DDC's Specialty Testing products and workflows

Why Join DDC?

We're more than just a labwe're a mission-driven organization trusted by millions worldwide. As part of Eurofins Scientific, you'll join a global network of 50,000+ professionals across 800+ labs in 50 countries.

Ready to Be the Voice of DDC? Apply today and help us bring clarity, compassion, and science to people during life-changing moments.

What You Bring:

  • 1+ year of customer service or call center experience preferred
  • A positive, solution-focused mindset with strong communication skills
  • Ability to work calmly with sensitive or emotional customer situations
  • Willingness to learn and grow in a highly specialized field
  • Adept with Microsoft software suite (Excel, Word, etc.)
  • High school diploma/GED preferred

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Frequent use of a headset and phone to communicate with customers.
  • Regular interaction via digital communication platforms.
  • Communicating with others to exchange information.

Schedule:

  • Mon-Fri 8:30am-5:30pm

What We Offer:

  • Excellent full time benefits including comprehensive medical coverage, dental, and vision options
  • Life and disability insurance
  • 401(k) with company match
  • Paid vacation and holidays

Eurofins USA Clinical Diagnostics is a Disabled and Veteran Equal Employment Opportunity employer.

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Client Services Representative - Specialty Testing

45014 Fairfield, Ohio Eurofins

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Company Description

Join the World Leader in DNA Testing!
Client Services Representative - Specialty Testing
Fairfield, OH / Mon-Fri, 8:30am-5:30pm

Are you passionate about delivering exceptional customer service while making a real impact on people's lives? DNA Diagnostics Center (DDC), a global leader in DNA relationship testing and part of the Eurofins family of 800+ labs worldwide, is hiring a Client Services Representative I for our growing Specialty Testing division.

We're looking for someone who thrives in a fast-paced environment, loves solving problems, and takes pride in offering empathetic, informed support to customers. In this role, you'll be the voice behind some of our most unique product lines-including Peekaboo™ Early Gender DNA Test, Animal DNA testing, SpermCheck, and more.

Job Description

What You'll Do:
  • Handle 30-40 calls/emails daily, providing friendly and knowledgeable support
  • Guide customers through their DNA testing journey with empathy and professionalism
  • Collaborate with internal teams to resolve client needs efficiently
  • Maintain confidentiality while handling sensitive case information
  • Become an expert in DDC's Specialty Testing products and workflows
Why Join DDC?

We're more than just a lab-we're a mission-driven organization trusted by millions worldwide. As part of Eurofins Scientific, you'll join a global network of 50,000+ professionals across 800+ labs in 50 countries.

Ready to Be the Voice of DDC?

Apply today and help us bring clarity, compassion, and science to people during life-changing moments.

Qualifications

What You Bring
  • 1+ year of customer service or call center experience preferred
  • A positive, solution-focused mindset with strong communication skills
  • Ability to work calmly with sensitive or emotional customer situations
  • Willingness to learn and grow in a highly specialized field
  • Adept with Microsoft software suite (Excel, Word, etc.)
  • High school diploma/GED preferred
Physical Requirements
  • Prolonged periods of sitting at a desk and working on a computer.
  • Frequent use of a headset and phone to communicate with customers.
  • Regular interaction via digital communication platforms.
  • Communicating with others to exchange information.
Additional Information

Schedule:
  • Mon-Fri 8:30am-5:30pm
What we offer:
  • Excellent full time benefits including comprehensive medical coverage, dental, and vision options
  • Life and disability insurance
  • 401(k) with company match
  • Paid vacation and holidays


Eurofins USA Clinical Diagnostics is a Disabled and Veteran Equal Employment Opportunity employer.
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Client Services Coordinator - Marketing Coordinator

45217 Cincinnati, Ohio CBRE

Posted 10 days ago

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Client Services Coordinator - Marketing Coordinator
Job ID
231269
Posted
29-Jul-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Sales Support
Location(s)
Cincinnati - Ohio - United States of America
About the Role:
As a Client Services Coordinator, you will be responsible for general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations, and communications material and coordinating the distribution of internal and external marketing information.
What You'll Do:
- Collect documentation to complete voucher forms and process Brokers commission payments.
- Maintain CBRE brand client messaging inventory by applying templates to produce marketing materials.
- Review marketing material and act as a point of contact for various groups to coordinate the completion of property information packages.
- Coordinate the preparation and production of client specific property packages.
- Coordinate sophisticated meetings and conferences.
- Schedule appointments, maintain calendars, arrange travel plans and coordinate meeting room reservations.
- Update and maintain various information databases.
- Generate standard and ad hoc reports and assist with website updates.
- Coordinate advertising schedules and placement with local centralized marketing group.
- Explain detailed and/or complicated information. Comprehend instructions, short communications, and memos. Write routine reports and communications.
- Respond to common questions or complaints.
- Present information to a large group of employees.
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.
- 3+ years with providing administrative support to teams of professionals
- 2+ years in the Real Estate industry preferred.
- Ability to calculate figures such as percentages, discounts, and commissions and basic knowledge of financial terms and concepts with the ability to conduct basic financial analysis.
- Strong problem solving, interpersonal and organizational skills.
- Experience with Microsoft Office Suite required.
- Ability to edit templates in Power Point and/or InDesign.
- Strong marketing knowledge desirable.
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.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Client Services Coordinator--Marketing Coordinator position is $60,000 annually and the maximum salary for the Client Services Coordinator--Marketing Coordinator position is $62,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience.
**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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Wealth Management Operations - Client Services Associate

49006 Westwood, Ohio DaVita

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Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your role.

Your work will include, but not be limited to:

  • Portfolio Administration
    • Self-review of tasks performed, including client deliverables
    • Manage and prioritize tasks and workflows
    • Serve as a liaison between advisors and broader PMFA operations team
    • Field questions related to client data, reports or any items as a result of work
    • Research and resolve issues related to client information
  • Client Services Administration
    • Deliver superior client service
    • Serve as a liaison between internal staff, custodian, and others as needed
    • Preparation of new account paperwork
    • Preparation of paperwork for account changes
    • Preparation of account transfer paperwork and verification of asset transfer eligibility
    • Ensure timely completion of account transfers and other paperwork processing
    • Frequent communication with custodians and internal staff
    • Monitor and follow up on alerts
    • Identify and communicate client service opportunities to internal professionals
    • Assist with money movement activities
  • General
    • Adhere to PMFA policies and procedures
    • Develop, document and/or maintain process policies and procedures for department
    • Frequent interaction with internal and external professionals and clients
    • Cross train and back up to other team members roles in operations
    • Assist in testing and roll out of system upgrades, system integration and new technology Coordinate workload with other client service associates Review agreements and be familiar with terms to ensure paperwork is in compliance

The qualifications.

  • High School diploma or GED equivalent is required
  • Bachelor's degree in Business, Accounting, Finance or IT or the equivalent work experience in one of these areas is preferred, but not required
  • 2+ years industry experience. Previous investment industry and administrative experience preferred
  • Client service orientation combined with creative problem solving skills; strong written and oral communication skills; the ability to work effectively as part of a team, yet function well with independent responsibilities
  • Ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients
  • Interest and aptitude for financial planning
  • Strong computer skills
  • High attention to detail
  • High energy and ability to thrive in a challenging and fast paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance

What makes us different?

On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.

Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

For Colorado & Illinois Applicants:

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.

Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review theposition location for theapplicable geographic location.

Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.


Colorado hourly rate range is as follows: $25.84 - $8.76
Illinois hourly rate range is as follows: 25.84 - 38.76

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Client Services Representative | $15.00 - $16.00 an hour!

45005 Trenton, Ohio TIBCO Software

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Our client services representatives are part of the Operations Department and are responsible for daily interaction via phone, mail, email, or personally with VRI customers (internal/external) and VRI team members. Client services representatives han Client Service, Representative, Customer Service, Operations, Client, Technology, Retail, Ticket

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US Seasonal Tax-Private Client Services Senior Manager

45217 Cincinnati, Ohio EY

Posted 18 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.
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