55 Customer Service Manager jobs in Mount Dora
Customer Service Manager
Posted today
Job Viewed
Job Description
A client in the power industry is looking to add a Customer Service Manager to their team in Lake Mary, FL or Wytheville, VA. The manager would prefer someone in Lake Mary, but they are open to either location. They will be responsible for end-to-end project management, handling scheduling, order tracking, shipping, invoicing, and acting as the primary customer liaison. They will be leading warranty and service meetings with the team and approving projects due to monetary reasons. They will also with the multiple teams to assess their issues and get to the root cause of it by coordinating with their leadership teams. They are looking for someone who is skilled in negotiation and project management skills. They will work flex hours because they will be working with international teams, and they will account the time worked in different time zones. Fully on site and after 6-month performance review they can be eligible to work hybrid.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form ( . The EEOC "Know Your Rights" Poster is available here ( .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .
Skills and Requirements
5 years of experience with transformers or electrical equipment
Experience with SAP, Oracle, Salesforce, CRM, or any warranty tracking claim system
Experience in managing change orders, coordinating third-party service providers, and dispatching internal field technicians Experience managing a team null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to
Senior Customer Service Manager
Posted today
Job Viewed
Job Description
Key responsibilities include:
- Managing and supervising the customer service team, including hiring, training, and performance management.
- Developing and implementing customer service policies and procedures.
- Ensuring timely and effective resolution of customer inquiries, issues, and complaints.
- Monitoring customer service performance metrics and identifying areas for improvement.
- Analyzing customer feedback and data to identify trends and implement service enhancements.
- Maintaining a high level of customer satisfaction and loyalty.
- Collaborating with other departments to ensure a seamless customer experience.
- Developing and delivering training programs for customer service representatives.
- Managing customer service software and tools.
Client Services Administrator
Posted today
Job Viewed
Job Description
Do you have a passion for the back office of the financial industry? Can you process important client paperwork and maintain a relationship with our clients? We are a long-standing financial firm in Winter Park, FL and are looking for a strong, detail-oriented Client Service Administrator to ensure a smooth client acquisition process from opening accounts, transfer of assets, communicating with the client throughout the process, and maintaining the client relationship after the acquisition. We are seeking a hard-working, positive individual to join our established but growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!
Our office prides itself on providing the ultimate client experience. You can make a direct impact on our clients financial freedom!
Base pay range$45,000.00/yr - $55,000.00/yr
Minimum Qualifications- Previous experience in processing new business paperwork in a financial office preferred
- Intermediate to advanced computer skills
- Experience with Excel required
- Experience with Brokerage account paperwork and transfers preferred
- Experience with Annuity paperwork and transfers preferred
- Understanding of Tax Qualified and Non-Tax Qualified Accounts preferred
- Experience with Life Insurance applications preferred
- Strong organizational skills and attention to detail
- Ability to demonstrate persistence to achieve quality
- Excellent communication; both verbal and written
- Self-directed initiative
- Process driven
- Strong follow-through
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
- Complete and process all applications for business submitted by Advisor
- Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security companies
- Submit all completed in good order applications and forms to the proper agencies
- Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward
- Research and analyze application issues and provide problem resolution
- Answer Advisors requests and respond to their needs in a timely manner
- Additional duties and responsibilities as required by management
- Full Medical
- Generous PTO
Presented by Advisor Employee Services: Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Job Details- Seniority level: Associate
- Employment type: Full-time
- Job function: Administrative and Customer Service
#J-18808-Ljbffr
Wealth Client Services Associate
Posted 1 day ago
Job Viewed
Job Description
JOB SUMMARY:The Wealth Client Services Associate is responsible for supporting the Private and Wealth Advisors with the delivery and servicing of wealth management products and services. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.ESSENTIAL DUTIES AND RESPONSIBILITIES:Work closely with designated Financial Advisors in the opening and closing of brokerage accounts, placing of securities transactions and processing account transaction documents.Responsible for performing general maintenance and follow-up on pending issues.Communicate with customers via telephone, face-to-face and written correspondence, using the highest level of service and compliance standards.Provide marketing support in the form of prospecting, seminars, and other sales efforts as required by Financial Advisors.Assist with CRM reporting, scheduling client and prospect meetings, and maintaining strong relationships with internal Bank partners.Maintain continuing education requirements and stay current with industry and regulatory trends as, well as vendor products and procedures.Lead other tasks and projects as needed for Seacoast Wealth Management.Adheres to Seacoast Bank's code of conduct.EDUCATION and/or EXPERIENCE: 2+ years of experience in the securities related industry and Series 7 General Securities Representative Registration required (can be attained while in this position).Preferred "registrations" for this position include Series 63 Uniform Securities Agent State Law, Series 65 Uniform Investment Advisor Law, or Series 66 Uniform Combined State Law.Florida Life, Health and Variable Annuity license preferred.Excellent oral and written communication skills.Possess strong PC skills; Word, Excel and Access, or equivalent. Ability to transfer skills to other software programs.Broad technical skills in retirement products, general investment matters and applicable tax and estate planning issues. Includes knowledge of competitors' products, services and strategies.The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Tax Director - Private Client Services
Posted 7 days ago
Job Viewed
Job Description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're 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.
We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
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 new 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
Review of tax projections, tax workpapers and tax returns. Specifically, Federal and State Individual and Fiduciary tax returns.
Oversee and manage the tax return process including identification and resolution of tax issues
Experience with corporation and partnership accounting and tax concepts
Mentor, train and manage staff accountants to meet deadline and prioritize workload
Effectively manage multiple tax engagements in a team environment, and also work independently. Identify potential opportunities for new and/or expanded client services
Ability to lead and manage engagements, including budgeting, billing and engagement economics
Highly proactive approach to serving clients
-
Bachelor's degree in Accounting or equivalent field is required
Public accounting experience
CPA
10 + years work experience in tax compliance, specialization in individual, fiduciary, estate and gift taxation
-
Master's degree in tax or equivalent field preferred
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
About Our Tax TeamAs the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.
A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.
Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.
About EisnerAmperEisnerAmper 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.
Should you need any accommodations to complete this application please email:
#LI-JB1
Preferred Location: IselinFor NYC and California, the expected salary range for this position is between
12000and
25000The 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.
#J-18808-LjbffrCustomer Service - Self Storage Manager
Posted today
Job Viewed
Job Description
**Public Storage** is the self-storage industry leader and we are **Hiring Now!**
**Earn $14.00 Per Hour**
**Our Benefits**
Total Rewards package available to our team:
+ We work **Flexible and Full-Time Schedules** between the hours of 9:30am and 6pm (weekends 'til 5pm)
+ Employees become eligible for Full-time **Benefits** by working an average of 20+ hours - Benefits include:
+ Medical, Dental, Vision, 401k with match, paid time off, sick time, and flex spending
+ Company paid life, accidental death insurance, and exclusive vendor discounts
+ **Mileage reimbursement** is provided when traveling between properties or other work-related tasks
+ Our Property Managers have the opportunity to earn performance-based **bonuses** !
**Job Description**
+ Our Property Managers get to work independently at multiple locations; spending time both inside and outside
+ We assess customer storage needs and make suggestions, including selling packing and moving supplies
+ Daily storage unit inspections to confirm inventory and availability helps make sure spaces are ready to rent
+ Auditing cash drawers and making bank deposits are part of the daily business
+ We help keep our customers current with payments and make reminder and collection calls when required
**Physical Requirements:**
+ Ability to transport lift/move items weighing up to 35 pounds
+ Our property managers should be able to walk in/around facilities spending up to 50% of their time in outdoor environments, including climbing stairs and opening large doors.
+ Performing cleaning and daily maintenance tasks: including sweeping/mopping interior areas and maintain exterior grounds/curb appeal clean and free of debris.
**Qualifications**
**Experience** : Successful candidates come from a variety of customer service centered sales environments including retail, restaurant, fast food or other service-based companies.
**Transportation** : Our employees are required to have a valid driver's license and utilize their own vehicle to travel between different work locations and/or while conducting other work-related business. (mileage reimbursement available)
**Additional Information**
**More about Us!**
Public Storage was recognized as A Great Place to Work by the Great Place to Work Institute. Our employees have also voted us as having Best Career Growth, ranked us in the Top 5% for Work Culture, and in the Top 10% for Diversity and Inclusion.
**Apply Now** for an opportunity to join **Public Storage** and be a part of the self-storage industry's #1 team!
REFD0249REM1
We are united under one common goal - creating a diverse and inclusive environment where all employees feel valued, included, and excited to be part of a best-in-class team. With over 5,000 team members from all different races, backgrounds, and life experiences, we celebrate inclusion and value the diversity each person brings to Public Storage. We believe our commitment to diversity and inclusion makes us a stronger Company and instills a sense of pride across our teams and the customers we serve.
Customer Service - Self Storage Manager
Posted today
Job Viewed
Job Description
**Public Storage** is the self-storage industry leader and we are **Hiring Now!**
**Earn $14.00 Per Hour**
**Our Benefits**
Total Rewards package available to our team:
+ We work Flexible and **Full-Time Schedules** between the hours of 9:30am and 6pm (weekends 'til 5pm)
+ Employees become eligible for Full-time **Benefits** by working an average of 20+ hours - Benefits include:
+ Medical, Dental, Vision, 401k with match, paid time off, sick time, and flex spending
+ Company paid life, accidental death insurance, and exclusive vendor discounts
+ **Mileage reimbursement** is provided when traveling between properties or other work-related tasks
+ On-site company housing is available to employees at many of our locations (performance and tenure required for eligibility)
+ Our Property Managers have the opportunity to earn performance-based **bonuses!**
**Job Description**
+ Our Property Managers get to work independently at multiple locations; spending time both inside and outside
+ We assess customer storage needs and make suggestions, including selling packing and moving supplies
+ Daily storage unit inspections to confirm inventory and availability helps make sure spaces are ready to rent
+ Auditing cash drawers and making bank deposits are part of the daily business
+ We help keep our customers current with payments and make reminder and collection calls when required
**Physical Requirements:**
+ Ability to transport lift/move items weighing up to 35 pounds
+ Our property managers should be able to walk in/around facilities spending up to 50% of their time in outdoor environments, including climbing stairs and opening large doors.
+ Performing cleaning and daily maintenance tasks: including sweeping/mopping interior areas and maintain exterior grounds/curb appeal clean and free of debris.
**Qualifications**
**Experience** : Successful candidates come from a variety of customer service centered sales environments including retail, restaurant, fast food or other service-based companies.
**Transportation** : Our employees are **required** to have a valid driver's license and utilize their own vehicle to travel between different work locations and/or while conducting other work-related business. (mileage reimbursement available)
**Additional Information**
**More about Us!**
Public Storage was recognized as A Great Place to Work by the Great Place to Work Institute. Our employees have also voted us as having Best Career Growth, ranked us in the Top 5% for Work Culture, and in the Top 10% for Diversity and Inclusion.
**Apply Now** for an opportunity to join **Public Storage** and be a part of the self-storage industry's #1 team!
REFD0071
We are united under one common goal - creating a diverse and inclusive environment where all employees feel valued, included, and excited to be part of a best-in-class team. With over 5,000 team members from all different races, backgrounds, and life experiences, we celebrate inclusion and value the diversity each person brings to Public Storage. We believe our commitment to diversity and inclusion makes us a stronger Company and instills a sense of pride across our teams and the customers we serve.
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US Seasonal Tax-Private Client Services Senior Manager
Posted today
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - 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 .
Tax Services Manager - Financial Services Organization - Private Client Services, EDGE
Posted today
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
The opportunity
EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation.
Your key responsibilities
A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.
Responsibilities include
+ Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
+ Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
+ Ability to lead projects and work independently, with guidance in only the most complex situations
+ Incumbent has specialized depth and/or breadth of expertise
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Support effective long-term relationships and manage workflow effectively with our clients
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
+ Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to team members
Skills and attributes for success
+ Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
+ Experience presenting in client conversations regarding complex or difficult topics
+ Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments, team members and deadlines simultaneously
To qualify for the role you must have
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Proficient in the use of various tax and accounting technologies
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
What we look for
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $87,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 122,600 to 212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
US Seasonal Tax-Financial Services Organization- Private Client Services-Manager
Posted today
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - FSO-Private Client Services -Tax Chat-*Remote* **
Private Client Services (PCS) is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
**The opportunity**
You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams.
**Your key responsibilities**
As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our Private Tax clients. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.
**Skills and attributes for success**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Influencing skills, and the confidence and curiosity to question existing processes
+ The ability to produce technical writing and research in a tax context
+ Experience performing high quality review of complex tax returns
+ Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance
+ Experience with federal and state personal and trust income tax
+ A thorough understanding of estate and wealth planning
+ Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
+ Comfort with working remotely in a virtual team environment
**To qualify for the role you must have **
+ Valid US Certified Public Accountant (CPA) license or active state bar membership or Active Enrolled Agent
+ A bachelor's degree in Accounting, Finance, Business, or a related discipline
+ A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps
+ Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
**Ideally, you'll also have**
+ A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
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