336 Customer Service Representatives jobs in Canton
Client Services Specialist
Posted today
Job Viewed
Job Description
Learn what makes QTS a unique place to grow your career! ( 26 de 87 d 4) The Client Services Specialist is responsible for supporting existing Customer: with the retention and growth of revenue in an excess of one thousand accounts as well as the cus Client Service, Specialist, Project Management, Operations, Salesforce, Business Services, Client
Client Services Specialist
Posted today
Job Viewed
Job Description
CSI Laboratories, a Fulgent Genetics Company, is a nationally recognized cancer testing and diagnostics laboratory experienced in helping pathologists and oncologists diagnose and treat cancer patients.
Founded in 2011, our parent entity, Fulgent Genetics, has evolved into a premier full-service genomic testing company built around a foundational technology platform.
Through our diverse testing menu, Fulgent is focused on transforming patient care in oncology, anatomic pathology, infectious and rare diseases, and reproductive health. We believe that by providing a wide range of effective, flexible testing options in conjunction with best-in-class service and support, we can redefine the way medicine is managed for patients and clinicians alike.
Since integrating with our therapeutic development business, Fulgent is also developing drug candidates for treating a broad range of cancers using a novel nanoencapsulation and targeted therapy platform. By merging our fields of expertise, we aim to become a fully integrated precision medicine company.
Summary Of PositionResponsible for specialized customer service duties necessary to maintain an efficient and high-quality lab operation. Serves as initial point of contact with all clients, CSI Account Managers and other callers.
Key Job Elements- Provide prompt, courteous, and professional customer service to all internal and external clients of CSI Laboratories.
- Triage calls, handle questions and direct callers to appropriate personnel/department.
- Resolve all client and internal case concerns via email and ticket in a timely manner.
- Learn to navigate laboratory information systems to identify cases and distribute final diagnostic reports to appropriate clients.
- Fulfill client requests for specimen kits and materials, RPMI and other needed supplies.
- Schedule specimen pick-ups.
- Maintain accurate and up-to-date logs, worksheets and comments to database to assure immediate access to information.
- Provide support to Company's Medical Directors in obtaining additional clinical history from clients, tracking cases and final reports.
- Accurately add/cancel tests; provide specimen requirements.
- Operate office equipment including computers, scanners, copiers, etc.
- Be available for on-call duty to handle urgent calls from clients and CSI account managers.
Knowledge/Experience:
- 1-3 years of proven customer service and/or administrative experience in a fast-paced environment (prefer experience in healthcare/laboratory setting).
- Experience handling multiple projects at one time.
- Ability to communicate effectively both written and oral.
- Motivated to work independently and within a team environment.
- Proficient with Microsoft Office programs.
- Ability to handle stressful situations.
- High School Diploma. Some college preferred.
- Non-technical laboratory personnel must complete at least six hours of continuing education annually.
Fulgent Therapeutics LLC is an Equal Employment Opportunity Employer. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position. The term "qualified individual with a disability" means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of the position.
Please note that Fulgent (and its affiliated companies, including Inform Diagnostics and CSI Laboratories) does not accept unsolicited information and/or resumes from search firms or agencies for our job postings. Search firms or agencies without an applicable contract and/or express approval to recruit for the role in question that choose to submit a resume or client information to our career page or to any employee of Fulgent will not be eligible for payment of any fee(s), and any associated shared data will become the property of Fulgent.
Client Services Specialist
Posted 15 days ago
Job Viewed
Job Description
Job DetailsLevelEntryJob LocationCSI Site - Alpharetta, GAPosition TypeFull TimeEducation LevelHigh SchoolJob CategoryCustomer ServiceDescriptionAbout UsCSI Laboratories, a Fulgent Genetics Company, is a nationally recognized cancer testing and diagnostics laboratory experienced in helping pathologists and oncologists diagnose and treat cancer patients. Founded in 2011, our parent entity, Fulgent Genetics, has evolved into a premier full-service genomic testing company built around a foundational technology platform.Through our diverse testing menu, Fulgent is focused on transforming patient care in oncology, anatomic pathology, infectious and rare diseases, and reproductive health. We believe that by providing a wide range of effective, flexible testing options in conjunction with best-in-class service and support, we can redefine the way medicine is managed for patients and clinicians alike.Since integrating with our therapeutic development business, Fulgent is also developing drug candidates for treating a broad range of cancers using a novel nanoencapsulation and targeted therapy platform. By merging our fields of expertise, we aim to become a fully integrated precision medicine company.Summary of PositionResponsible for specialized customer service duties necessary to maintain an efficient and high-quality lab operation. Serves as initial point of contact with all clients, CSI Account Managers and other callers.Key Job ElementsProvide prompt, courteous, and professional customer service to all internal and external clients of CSI Laboratories.Triage calls, handle questions and direct callers to appropriate personnel/department.Resolve all client and internal case concerns via email and ticket in a timely manner.Learn to navigate laboratory information systems to identify cases and distribute final diagnostic reports to appropriate clients. Fulfill client requests for specimen kits and materials, RPMI and other needed supplies.Schedule specimen pick-ups.Maintain accurate and up-to-date logs, worksheets and comments to database to assure immediate access to information.Provide support to Company's Medical Directors in obtaining additional clinical history from clients, tracking cases and final reports.Accurately add/cancel tests; provide specimen requirements.Operate office equipment including computers, scanners, copiers, etc.Be available for on-call duty to handle urgent calls from clients and CSI account managersQualificationsKnowledge/Experience1-3 years of proven customer service and/or administrative experience in a fast-paced environment (prefer experience in healthcare/laboratory setting).Experience handling multiple projects at one time.Ability to communicate effectively - both written and oral.Motivated to work independently and within a team environment.Proficient with Microsoft Office programs.Ability to handle stressful situationsHigh School Diploma. Some college preferred.Non-technical laboratory personnel must complete at least six hours of continuing education annually. EnvironmentFulgent Therapeutics LLC is an Equal Employment Opportunity Employer.The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The term "qualified individual with a disability" means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of the position.Please note that Fulgent (and its affiliated companies, including Inform Diagnostics and CSI Laboratories) does not accept unsolicited information and/or resumes from search firms or agencies for our job postings. Search firms or agencies without an applicable contract and/or express approval to recruit for the role in question - that choose to submit a resume or client information to our career page or to any employee of Fulgent - will not be eligible for payment of any fee(s), and any associated shared data will become the property of Fulgent.
HR Coordinator/Client Services Specialist
Posted today
Job Viewed
Job Description
Location: Norcross, GA | In-Office Position
Are you a detail-oriented HR professional who thrives in a fast-paced environment? Do you enjoy variety in your work and have a passion for delivering outstanding customer service? HR Partners, Inc. is looking for an HR Coordinator/Client Services Specialist to join our team and support our clients with HR, payroll, and compliance needs. This is a great opportunity for someone who has started on their HR career and are ready to learn and grow further.
HR Partners, Inc. is a trusted Professional Employer Organization (PEO) with over 25 years of experience helping businesses streamline HR functions, stay compliant, and build high-performing teams. Our team is dedicated to providing expert HR guidance and outstanding service to small and mid-sized businesses.
Key Responsibilities- HR & Payroll Support: Enter, update, and maintain employee records within the HRIS/payroll system, ensuring accuracy and compliance. Includes onboarding client new hires, creating offer letters, initiating drug testing and more.
- Client Services: Serve as the main point of contact for client HR and payroll-related inquiries, providing timely and professional support.
- Data Accuracy & Compliance: Ensure payroll, new hire documentation, and benefits information are processed correctly and in compliance with federal and state regulations.
- Multi-Tasking & Prioritization: Manage multiple client accounts and HR tasks simultaneously, ensuring deadlines are met without compromising accuracy.
- Problem-Solving: Identify and resolve issues related to HRIS/payroll entries, deductions, timekeeping, and benefits administration.
- Collaboration: Work closely with HR consultants, payroll specialists, and clients to deliver seamless HR services.
- Benefits Administration: Research and respond to clients on insurance questions, claims or documentation. Assist with insurance enrollment within the systems, updating policy numbers, etc. Assisting with Cobra administration and leave management.
- Onboarding and Offboarding: Facilitate the onboarding process for new hires, including conducting orientations and processing necessary documentation; manage offboarding procedures as needed.
- Training and Development: Coordinate training sessions and professional development opportunities for employees.
- Experience: At least 1-2 years of experience working in an HRIS/payroll system (e.g., Paychex, ADP, UKG, or similar), HR or payroll role.
- Attention to Detail: Accuracy is a must! You'll be managing sensitive employee data and payroll information.
- Ability to Manage Multiple Priorities: We need someone who can shift gears quickly and handle a variety of tasks without missing a beat. Someone who finds this as exhilarating and not stressful.
- Strong Communication Skills: You'll be interfacing with clients regularly, so professionalism and clarity are key. Must have strong verbal and written communication skills.
- Tech-Savvy: Comfortable with HR technology and willing to learn new systems as needed.
- HR Knowledge: Understanding of payroll processes, compliance, and HR best practices is a plus.
- Problem-Solving: Proven ability to identify issues and develop effective solutions.
- Prefer a Bachelors degree in Human Resources, Business Administration or Equivalent.
- Prefer a minimum of 2 year's experience.
- Growth-Oriented: Be part of a dynamic team that supports business leaders in scaling and thriving.
- Hands-On Experience: Work with a variety of clients across industries, gaining valuable HR expertise.
- Supportive Team Environment: We believe in collaboration, learning, and having a positive workplace culture.
- Career Development: Opportunities to grow your HR knowledge and advance within the company.
? This is a full-time, in-office position in Norcross, GA.
Ready to grow your HR career? Apply today and become a valued member of HR Partners, Inc! We are an Equal Opportunity Employer
HR Client Services, Payroll Director
Posted 1 day ago
Job Viewed
Job Description
Job Description
Key Responsibilities:
Leadership & Strategy -
Develop and implement a scalable payroll operating model that supports service delivery to a diverse set of nonprofit clients.
Establish and monitor key performance indicators (KPIs) for payroll accuracy, timeliness, compliance, and client satisfaction.
Identify and lead initiatives to improve operational efficiency, automation, and quality control across the payroll function.
Operational Oversight -
Oversee end-to-end payroll processing for multiple clients across various pay cycles (biweekly, semi-monthly, monthly).
Ensure compliance with all federal, state, and local payroll laws, including wage and hour rules, tax filings, garnishments, and benefits reporting.
Manage the implementation, configuration, and optimization of payroll platforms (e.g., ADP, Paylocity, UKG, etc.).
Maintain robust internal controls and ensure audit readiness for all client payroll processes.
Team Development -
Lead, coach, and support a team of payroll professionals and team leads, fostering a culture of accountability and continuous learning.
Oversee training, performance management, and professional development within the payroll team.
Client Management -
Act as the senior point of contact for client payroll questions, escalations, and complex compliance matters.
Partner with client HR and finance teams to ensure seamless integration between payroll and other functions.
Deliver proactive insights and reporting to clients on payroll trends, issues, and improvement opportunities.
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 opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their 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 or uniformed service member status, 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 learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
Skills and Requirements
Education:
Bachelor's degree in Accounting, Finance, Human Resources, or a related field required; Master's preferred.
Certified Payroll Professional (CPP) designation strongly preferred.
Experience:
10+ years of progressive experience in payroll operations, with at least 5 years in a leadership role.
Experience managing multi-state payroll operations in a complex or multi-client environment (e.g., BPO, consulting, PEO).
Knowledge of nonprofit payroll requirements, including grant-funded allocations, union agreements, and labor law compliance.
Skills:
Strong technical expertise in payroll platforms and systems (e.g., ADP, Paylocity, QuickBooks Payroll,).
Excellent understanding of payroll compliance, tax regulations, and audit standards.
Exceptional communication, problem-solving, and stakeholder management skills.
Ability to drive operational change, develop high-performing teams, and deliver exceptional client service. Non-Profit Experience is a PLUS 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
HR Client Services, Payroll Director
Posted today
Job Viewed
Job Description
Key Responsibilities:
Leadership & Strategy -
Develop and implement a scalable payroll operating model that supports service delivery to a diverse set of nonprofit clients.
Establish and monitor key performance indicators (KPIs) for payroll accuracy, timeliness, compliance, and client satisfaction.
Identify and lead initiatives to improve operational efficiency, automation, and quality control across the payroll function.
Operational Oversight -
Oversee end-to-end payroll processing for multiple clients across various pay cycles (biweekly, semi-monthly, monthly).
Ensure compliance with all federal, state, and local payroll laws, including wage and hour rules, tax filings, garnishments, and benefits reporting.
Manage the implementation, configuration, and optimization of payroll platforms (e.g., ADP, Paylocity, UKG, etc.).
Maintain robust internal controls and ensure audit readiness for all client payroll processes.
Team Development -
Lead, coach, and support a team of payroll professionals and team leads, fostering a culture of accountability and continuous learning.
Oversee training, performance management, and professional development within the payroll team.
Client Management -
Act as the senior point of contact for client payroll questions, escalations, and complex compliance matters.
Partner with client HR and finance teams to ensure seamless integration between payroll and other functions.
Deliver proactive insights and reporting to clients on payroll trends, issues, and improvement opportunities.
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 opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their 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 or uniformed service member status, 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 learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
Education:
Bachelor's degree in Accounting, Finance, Human Resources, or a related field required; Master's preferred.
Certified Payroll Professional (CPP) designation strongly preferred.
Experience:
10+ years of progressive experience in payroll operations, with at least 5 years in a leadership role.
Experience managing multi-state payroll operations in a complex or multi-client environment (e.g., BPO, consulting, PEO).
Knowledge of nonprofit payroll requirements, including grant-funded allocations, union agreements, and labor law compliance.
Skills:
Strong technical expertise in payroll platforms and systems (e.g., ADP, Paylocity, QuickBooks Payroll,).
Excellent understanding of payroll compliance, tax regulations, and audit standards.
Exceptional communication, problem-solving, and stakeholder management skills.
Ability to drive operational change, develop high-performing teams, and deliver exceptional client service. Non-Profit Experience is a PLUS 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
Client Services Manager- Premier Team
Posted today
Job Viewed
Job Description
At ADP, we're passionate about leading the way in Human Capital Management. Through leading-edge innovation, we're quickly changing the face of our industry and are looking for the right leaders to help us make waves. If you enjoy taking on challenges, upholding values, energizing a team, and exceeding goals, you'll fit right in with our dedicated team, who make amazing things happen for each other and our clients every day.
**ADP is hiring a Client Services Manager.** In this position, you'll leverage your project management and leadership expertise to assist the Team Director in establishing the direction of daily activities, ensuring efficient operations, and creating an overall productive and enjoyable working environment for employees.
**RESPONSIBILITIES:**
+ Lead daily activities of the team to ensure that all work is completed according to scheduled deadlines with attention to quality standards, priorities and overall goals including oversight of team members that:
+ serve as a subject matter expert in handling Tax out of balances for ADP clients.
+ Resolve routine tax, banking, and migration concerns with pre-defined solutions.
+ Answer technical questions regarding ADP products.
+ Provide consultation and help answer technical questions on tax out of balances while supporting less-experienced specialists in the region.
+ Learn and navigate ADP systems in order to research and resolve Tax issues.
+ Enhanced understanding and implementation of Business Units strategic goals.
+ Oversee the use of standard process workflows by team.
+ Function as a consultant and business partner to other groups within ADP.
+ Train and mentor team members and identify development needs across the team, working Director to coordinate additional training as needed.
+ Track various productivity and performance standards to ensure that established levels are achieved, especially during critical activity periods.
+ Serve as an acting backup to the Director, providing leadership, guidance and direction to team members in the absence of the director.
+ Manage escalated issues and provide direction.
+ Collaborate with peers to establish best practices.
+ Analyze team statistics and prepare reports for the Director.
+ Evaluate associates on performance and complete annual performance appraisals.
+ Work in collaboration with associate to establish Individual Development Plans.
+ Develop and administer corrective action and performance improvement plans.
+ Hire/Separations authority in conjunction with Human Resources.
+ May have budgetary responsibility.
+ May have oversight of Workforce Management to include scheduling, and succession planning.
+ Participate in task forces, strategic initiatives, stretch assignments and collaboration opportunities with other business units.
**QUALIFICATIONS REQUIRED:**
+ Up to 10% travel activity required.
+ At least 5 years of relevant experience.
+ At least 3 years of people leadership experience.
+ Ability to communicate effectively to all levels of internal and external contacts verbally and in writing.
+ Excellent collaboration, organizational, time management, customer service and problem-solving skills and the ability to work accurately and meet deadlines with frequent interruptions.
+ Ability to work and thrive in a team environment, focused on achieving results.
+ Ability to maintain cooperative working relationships with all levels of management.
+ Ability to assess team members' performance and provide motivational support.
**PREFERRED QUALIFICATIONS:** Preference will be given to candidates who have the following:
+ College degree preferred.
+ Proficient in the latest web technologies and working knowledge of various operating systems.
+ CPP or FPC certification preferred.
+ Proficiency and in-depth knowledge of all pertinent ADP HR, Payroll and Benefits policies and procedures.
+ Prior leadership training.
#LI-AE1
#LI-Hybrid
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
Be The First To Know
About the latest Customer service representatives Jobs in Canton !
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 .
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.
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 .