Client Services Representative

43528 Holland, Michigan Banfield

Posted 1 day ago

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Job Description

Client Service Coordinator Needed

Client Service Coordinator needed for Banfield Pet Hospital of Spring Meadows in Holland, Ohio!

Summary of Job Purpose and Function The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.

Essential Responsibilities and Tasks

  • Live and exemplify the Five Principles of Mars, Inc. within self and team.
  • Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
  • Maximize the number of pets seen by the hospital team through a productive and efficiently run hospital to support the needs of our wellness plan clients.
  • Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health.
  • Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services
  • Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.
  • Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments.
  • Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures.
  • Conduct administrative functions as necessary.
  • Other job duties as assigned.

Special Working Conditions

  • Ability to work at a computer for long periods of time.
  • Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.)
  • Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings.
  • Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances.

Experience, Education and/or Training

  • High School Diploma or equivalent preferred.
  • Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances.
  • One year related experience required with customer service preferred.
  • Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred.

The pay range for this role is $15.00 - $18.69 Hourly. The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.

Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out some of our "Meow-velous" benefits:

  • Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.
  • Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.
  • Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
  • Paid Time Off and Holidays: Take a break, recharge your wellbeing, and celebrate days of personal significance with paid time off and holidays.
  • Top-Tier Mental Health and Wellbeing Resources: Your mental health matters. Access our industry-leading resources, including free coaching and counseling sessions, to support your overall wellbeing and help you thrive.
  • Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect your loved ones with our company-paid Associate life insurance and have the option to purchase additional coverage for extra peace of mind.
  • Company-Paid Short- and Long-Term Disability: Feel secure knowing that if you face a temporary or long-term disability, you'll have financial protection.
  • Flexible Spending Accounts (FSA): Save on healthcare and dependent care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs.
  • Health Savings Account (HSA): Make the most of your healthcare dollars with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds.
  • Paid Parental Leave: We support growing families with paid parental leave for both birth and adoption, giving you precious time to bond with your new family addition.
  • Continuing Education Allowance (for Eligible Positions): Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.
  • Back-Up Child and Elder Care & Family Support Resources: When life's unpredictable moments arise, our backup care and family support benefits provide the help you need to keep things running smoothly.
  • Fertility and Family Building Support: We're here for you on your journey to parenthood, offering comprehensive support for fertility treatments and family-building options.
  • Digital Exercise Therapy: Stay active and healthy with our digital exercise therapy program, designed to fit your busy lifestyle, and keep you moving.
  • Voluntary Protection Benefits: Get peace of mind with protection against the unexpected. You can purchase coverage to help support you financially during hospital stays, critical illness, and accidents.
  • Legal Plan: Gain extra peace of mind with our affordable and accessible legal plan which includes coverage for a wide range of legal needs.
  • Identity Protection: Identity Protection helps safeguard your personal information by alerting you to suspicious activity and providing support if your information is stolen.
  • Commuter Benefits: Say goodbye to commuting stress with our commuter benefits, making your daily journey more convenient and cost-effective.
  • Three Free Optimum Wellness Plans for Pets: We care about your furry friends too! Enjoy three free wellness plans to ensure your pets receive the best preventive and general care.
  • Exclusive Discounts: Unlock a world of savings with our wide variety of exclusive discounts on products and services, making life more affordable and enjoyable.
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Client Services Representative

43528 Holland, Michigan Banfield Pet Hospital

Posted 9 days ago

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Job Description

Client Service Coordinator needed for Banfield Pet Hospital of Spring Meadows in Holland, Ohio!
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
ESSENTIAL RESPONSIBILITIES AND TASKS
· Live and exemplify the Five Principles of Mars, Inc. within self and team.
· Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
· Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients.
· Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health.
· Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services
· Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.
· Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments.
· Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures.
· Conduct administrative functions as necessary.
· Other job duties as assigned.
SPECIAL WORKING CONDITIONS
· Ability to work at a computer for long periods of time.
· Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.)
· Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings.
· Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances.
EXPERIENCE, EDUCATION AND/OR TRAINING
· High School Diploma or equivalent preferred.
· Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances.
· One year related experience required with customer service preferred.
· Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred.
Start your Banfield Career as a Client Service Coordinator. Learn more about the impact you can make as part of a Banfield hospital team and see how we support the wellness of our people and profession at
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Sr. Client Services Representative

49507 Grand Rapids, Michigan Advance Local

Posted 1 day ago

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Job Description

**Job Description**
**_Strengthening and empowering all of the communities we serve._**
The **Sr. Client Services Representative** will provide enhanced training, consultation, and support to team members and agency employees on the proper use, adoption, and best practices to align the Hoot Software solution into individual agency advertising programs. Demonstrated proficiency and enhanced understanding of advertising channels, their technical requirements, and use cases to connect external data sources is a must. Client retention is impacted greatly with successful software integration to their internal processes. This role requires individual autonomy to support the alignment of our product and client's needs and requests.
**Requirements**
+ BS/BA in related or relevant field
+ Minimum 2 years' related experience, preferably in digital advertising
+ Previous experience managing campaigns in AdWords, Programmatic Display, OTT/CTV and Facebook Ads campaign management
**Certifications are a plus**
+ Google Ads
+ Google Analytics
+ Google Tag Manager
+ Facebook Certification
+ Advanced Technical Understanding of Advertising Platforms to support data integrations, account hierarchy, and technical requirements
+ Experience implementing/troubleshooting remarketing scripts with the use of Google Tag Manager
+ Ability to self-manage workflow and customer communication
+ Effective communications skills, including the ability to convey technical information into understandable terminology
+ Demonstrated ability in problem solving skills
**Responsibilities**
+ Provide consulting for new and existing clients to align client internal process with best practices and proper use of the software through use of personal experience and interpretation:
+ These client assessments should include the following items and should be performed on a continuous cadence:
+ Needs Analysis
+ Operational Requirements
+ Provide consulting for clients on Product Alignment (This includes upsell and new product availability)
+ Outline and Implement Personalized Requests and Campaign Templates
+ Dedicated training sessions as needed
+ Use quality control analysis with all client configuration, template designs and feed requests to ensure both Hoot, Advertising Channel and Client Needs are addressed.
+ Use personal discretion in support tasks including:
+ Responding to client needs and issues
+ Troubleshooting and resolving client issues.
+ Training Requests
+ Creative Design modifications and requirements
+ Assisting with client and partner regulation standards when necessary
+ Use product knowledge to create easily digestible support documentation for user guides. Continuously monitor product changes to ensure documentation is accurate and effective.
+ Continue individual research of the ecosystem and product offerings to stay up to date on our product's position, upgrades and functionality. Proactively test new channel features and offerings to maintain product efficacy and employee training materials
**Additional Information**
Advance Local Media offers competitive pay and a comprehensive benefits package with affordable options for your healthcare including medical, dental and vision plans, mental health support options, flexible spending accounts, fertility assistance, a competitive 401(k) plan to help plan for your future, generous paid time off, paid parental and caregiver leave and an employee assistance program to support your work/life balance, optional legal assistance, life insurance options, as well as flexible holidays to honor cultural diversity.
Advance Local Media is one of the largest media groups in the United States, which operates the leading news and information companies in more than 20 cities, reaching 52+ million people monthly with our quality, real-time journalism and community engagement. Our company is built upon the values of Integrity, Customer-first, Inclusiveness, Collaboration and Forward-looking. For more information about Advance Local, please visit .
Advance Local Media includes MLive Media Group, Advance Ohio, Alabama Media Group, NJ Advance Media, Advance Media NY, MassLive Media, Oregonian Media Group, Staten Island Media Group, PA Media Group, ZeroSum, Headline Group, Adpearance, Advance Aviation, Advance Healthcare, Advance Education, Advance National Solutions, Advance Recruitment, Advance Travel & Tourism, Cloud Theory, Hoot Interactive, Red Clay Media, Search Optics, Subtext.
_Advance Local Media is proud to be an equal opportunity employer, encouraging applications from people of all backgrounds. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, genetic information, national origin, age, disability, sexual orientation, marital status, veteran status, or any other category protected under federal, state or local law._
_If you need a reasonable accommodation because of a disability for any part of the employment process, please contact Human Resources and let us know the nature of your request and your contact information._
Advance Local Media does not provide sponsorship for work visas or employment authorization in the United States. Only candidates who are legally authorized to work in the U.S. will be considered for this position.
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Tax Senior Associate - Private Client Services

49356 Ada, Michigan Echelbarger Himebaugh Tamm & Co. P.C

Posted 4 days ago

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About EHTC

Our Core Values - teamwork, going above and beyond, having a passion for living, and a willingness to grow - reflect our everyday actions, including how we manage our work, relationships, and ourselves.

EHTC is a knowledgeable and dedicated, full-service CPA firm in West Michigan focused on helping clients to achieve their full potential through comprehensive accounting, tax, and business advisory services. Our team members exceed in the areas of tax, accounting, business litigation, valuation, accounting services, technology solutions, personal planning, and management advisory services. We serve the needs of individuals and closely held businesses in the West Michigan area that share our core values, who are trustworthy, entrepreneurial, collaborative, and aspire a long-term advisory relationship.

With everything EHTC does, we strive to maintain a healthy balance of hard work and fun, while helping clients and team members reach their full potential.

Job Overview

As a Tax Senior Associate with a focus on Private Client Services, you would be applying your education and foundational experience to support the client service team for our high-net-worth clients and closely held businesses while building the additional skills and industry knowledge needed to move your career to the next level.

Essential Duties and Responsibilities
  • Gather information and work within tax software to prepare returns for high-net-worth clients and closely held businesses, including individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns
  • Review Associate and Intern level to work to ensure compliance with professional standards
  • Mentor and train Associate and Intern level staff
  • Maintain personal networks, and participate in civic, charitable, and professional organizations
Qualifications

Education/Licensing
  • Bachelor's Degree in Accounting, or other relevant field, from an accredited university required
  • Active pursuit of CPA certification required
  • Master's Degree in Tax or Accounting preferred
Experience, Knowledge, Skills and Abilities
  • 3+ years of public accounting experience in a tax environment, with a concentrated focus on planning and high-net-worth family experience including individual, partnership, s-corporation, estates, trusts, and private foundation/tax consulting clients
  • Ability to prepare basic tax returns
  • Ability to effectively train new Associates and Interns
  • Strong attention to detail, analytical skills and ability to think critically
  • Ability to multi-task, manage deadlines and effectively delegate work when appropriate
  • Strong verbal and written communication skills
  • Client service mentality
  • Teamwork oriented with a willingness to grow, a passion for living, and desire to go above and beyond
Software
  • Microsoft Office Suite experience
  • Knowledge of accounting and tax software is required, UltraTax and GoFileRoom software preferred
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Wealth Management Operations - Client Services Associate

49528 Grand Rapids, Michigan DaVita

Posted 1 day ago

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Job Description

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 Accounting Services

49315 Byron Center, Michigan Robert Half

Posted 1 day ago

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Job Description

Description
Are you ready to take your accounting expertise to the next level while making a meaningful impact for a diverse pool of clients? Join a team where your skills will help shape businesses, support financial strategies, and foster trusted relationships that drive real results.
This Client Accounting Services Senior Associate role offers a dynamic blend of hands-on accounting, client interaction, and collaboration within a forward-thinking organization. Imagine being the go-to expert for a wide range of clients, mastering financial operations, and creating tailored solutions that make a difference every single day.
For immediate consideration please contact Katie Ruger at .
Responsibilities:
+ Act as a primary contact for assigned clients, building trust-based relationships.
+ Communicate regularly with clients via phone and email to address needs.
+ Respond promptly to client questions and accounting inquiries professionally.
+ Assist clients in implementing best practices to improve financial processes.
+ Accurately record financial transactions per client-specific requirements.
+ Manage accounts payable activities, including invoice processing and payments.
+ Reconcile bank and credit card accounts to ensure data accuracy.
+ Prepare and file sales tax reports in compliance with relevant regulations.
+ Handle annual 1099 filings, ensuring deadlines are met.
+ Support month-end, quarter-end, and year-end close processes, including journal entries, reconciliations, and generating financial reports.
+ Collaborate within the CAS team and with other departments to ensure consistent service.
+ Identify and address accounting issues, escalating them to management as needed.
+ Participate in process improvement initiatives and standardization efforts.
+ Engage in continuing education on accounting standards and technology updates.
Requirements - Minimum of 5 years of accounting experience.
- Strong analytical and critical thinking abilities.
- Proficiency in QuickBooks and advanced Microsoft Excel skills.
- Familiarity with Thomson Reuters programs, including Ultra Tax and Depreciation tools.
- Bachelor's degree in accounting or a related field (preferred).
- Excellent communication, writing, and client engagement skills.
- Ability to make informed decisions and provide actionable recommendations.
- Experience managing financial operations and audits.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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US Seasonal Tax-Private Client Services Senior Manager

49507 Grand Rapids, Michigan EY

Posted 4 days ago

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Job Description

Location: Anywhere in Country
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - 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 .
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US Seasonal Tax-Financial Services Organization- Private Client Services-Manager

49507 Grand Rapids, Michigan EY

Posted 4 days ago

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Job Description

Location: Anywhere in Country
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - FSO-Private Client Services -Tax Chat-*Remote*  **
Private Client Services (PCS) is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
**The opportunity**
You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. 
**Your key responsibilities**
As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our Private Tax clients. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.
**Skills and attributes for success**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Influencing skills, and the confidence and curiosity to question existing processes
+ The ability to produce technical writing and research in a tax context
+ Experience performing high quality review of complex tax returns
+ Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance
+ Experience with federal and state personal and trust income tax
+ A thorough understanding of estate and wealth planning
+ Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
+ Comfort with working remotely in a virtual team environment
**To qualify for the role you must have **
+ Valid US Certified Public Accountant (CPA) license or active state bar membership or Active Enrolled Agent
+ A bachelor's degree in Accounting, Finance, Business, or a related discipline
+ A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps
+ Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
**Ideally, you'll also have**
+ A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
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Tax Services Manager - Financial Services Organization - Private Client Services, EDGE

49507 Grand Rapids, Michigan EY

Posted 4 days ago

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Job Description

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
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 .
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Call Center Specialist

49528 Grand Rapids, Michigan Lake Michigan Credit Union

Posted 1 day ago

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Job Description

General Information

Primary Location: Grand Rapids

Employee Status: Full-Time

Workplace Type: Fully On-Site

Who we are:

At LMCU, you'll find more than just a job - discover a fulfilling career where your contributions truly matter.

Join our talented team at Lake Michigan Credit Union and discover the difference an employer who puts people first can make in your career and life.

About this position:

LMCU is currently looking for Call Center Specialists to join our team. You'll be supported by our Call Center Managers, Team Leaders and Trainers to use your skills to assist members and potential members with their telephone requests. This is an exciting opportunity to positively impact our members and be a part of an organization with an unmatched culture.

What you'll do:
  • Assists members and potential members with their telephone requests; answers
    questions about products and services and resolves problems that are within their
    authority to resolve. Refers problems that are beyond their authority to their
    supervisor, along with their recommendations.
  • Identifies opportunities to cross sell products and services based on member needs.
    Articulate the features and benefits of products to callers.
  • Collaborate with other departments to resolve member issues when necessary.
  • Prevents fraud by correctly identifying members using call identification procedures.
    Report any suspicious activities or potential security breaches to the appropriate
    personnel.
  • Identify and report any data discrepancies regarding member account information to
    management.
  • Actively participate in employee-led coaching sessions with supervisors, while taking
    ownership of personal coaching goals.
  • Performs other related duties as assigned.
Your New Environment:

Our Call Center is the best of both worlds, fun and functional. Our Specialists have their own space and have the option to sit or stand throughout the day. We empower Specialists to be in charge of their development with monthly employee led coaching. We love to recognize hard work, success, and growth with employee of the week, employee of the month, and fun Fridays. A paid 4 to 6 week training is provided upon hire to ensure that all Specialists are equipped with the knowledge and tools needed to meet their full potential.

You'll Like This Position If You Are.

Someone who has passion for customer service, problem solving, and being able to take ownership of solutions. Our Call Center Specialists are able to make a positive impact on our members, processing their transactions from start to finish and ensuring the safe and sound fulfillment of their financial needs.

What you'll get:
  • All Employees: weekly pay and retirement savings options.
  • Full Time Employees: comprehensive health coverage including medical (with prescription), dental, vision, HSA match, paid parental leave, and tuition reimbursement.
  • To see a full list of our benefit offerings, check out this helpful guide!


Have additional questions about the role? Email the Talent Acquisition Team at:

If you lack access to the internet or require an accommodation in the application process, please send your resume via mail to 5664 Prairie Creek Drive, Caledonia, MI 49316.

LMCU is an Equal Opportunity Employer
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