Explore customer service representative positions in 469 Customer Service Representatives jobs in Fort Worth
Client Services Representative
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Client Services Representative Location: Coppell, TX Industry Leader: CornerStone Staffing – Technology & Talent Solutions About the Opportunity: At CornerStone Staffing, we connect driven professionals with transformative career opportunities in today’s most dynamic sectors. We’re currently supporting a leading platform transition for one of the nation's premier financial services environments—and we're looking for a Client Services Representative who can thrive in a fast-paced, tech-enabled, client-centric support role. This is more than a customer service job. It's a mission-critical opportunity for someone who brings IT help desk sensibilities, thrives on solving technical issues, and understands what seamless service means in the digital age. The ideal candidate brings both technical troubleshooting ability and business support acumen—ready to step into a vital support role as financial advisors across the country migrate from a legacy platform (IMS) to a modern advisory ecosystem (AdviceWorks / My Advice Architect) this fall. What You’ll Be Doing: Deliver frontline technical and service support to financial advisors using cloud-based advisory platforms. Field and resolve inbound help desk calls, managing user access issues, navigation questions, and platform features with professionalism and urgency. Assist with a major technology migration, becoming a go-to expert during a critical platform rollout. Support day-to-day advisor operations, including client documentation, calendar scheduling, and meeting prep. Provide guidance and education to users on system capabilities, workflows, and digital efficiencies. Ensure service excellence by maintaining accurate CRM and compliance records, following up on inquiries, and collaborating across teams. Take initiative on time-sensitive tasks like account updates, required distributions, or documentation deadlines. Work closely with advisor teams on projects, business development efforts, and communication strategies. What We’re Looking For: Help desk or tech support experience is a must—whether it’s troubleshooting software platforms, onboarding users, or navigating ticket-based systems. Financial services experience is highly desirable, but not required. We value candidates with the ability to learn industry tools quickly. Professional, articulate communicator with strong interpersonal and organizational skills. Tech-forward thinker who is proficient in Microsoft Office and eager to learn proprietary tools (CRM, workflow apps, client platforms). Self-starter who can manage high call volumes while prioritizing accuracy and service consistency. Comfortable learning new software systems and guiding others through change. High school diploma required; Bachelor’s degree in Business, Finance, Communications, or a related field is a plus. Bonus Points For: Familiarity with financial advisor platforms (IMS, AdviceWorks, My Advice Architect). Experience supporting users in a regulated environment (finance, insurance, healthcare, etc.). Knowledge of CRM systems, digital onboarding, and compliance documentation workflows. Why Work with CornerStone: We know technology. We understand transformation. And we bring together the people who can power both. At CornerStone Staffing, we’re not just filling seats—we’re aligning top-tier professionals with game-changing projects. Join us and step into a role that offers immediate impact, continuous learning, and the chance to shape digital service delivery in financial services.
Client Services Coordinator
Posted 1 day ago
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DescriptionAre you interested in pursuing meaningful work? Are you interested in ending intimate partner violence in Tarrant County? SafeHaven is Tarrant County's only state-designated family violence program - this means we have the honor of working alongside domestic violence victims to keep them safe and simultaneously do our part in holding offenders accountable. We offer flexible work-life balance and an opportunity to change the community - and the world. We are excited to welcome new staff into our family and to work on this critical, life-saving mission together. SafeHaven is seeking a Client Services Coordinator This position is responsible for Hiring, training, and supervising all Client Service Center staff members on specialized and/or specific job duties.Managing all Client Service Center staff and volunteer schedules in the 24-hour Resident Service Center in the shelter.Working collaboratively with the Hotline Coordinator to ensure streamlined processes between the hotline and shelter intake.Working collaboratively with the Hotline Coordinator in providing cross-training to client advocates for 24-hour emergency hotline.This position has significant responsibilities such as Development and timely submission of monthly departmental reports and staff time sheets.Troubleshooting and managing any challenges associated with collaborative community providers (i.e., taxi company and police departments). Maintaining current list of referrals for staff to provide to shelter clients and callers.Managing personnel issues as they arise, collaborating with supervisor to guide employee performance, as necessary.Monitoring file documentation and CaseWorthy entry for effective service delivery and grant compliance.Fulfilling supervisory responsibilities in accordance with the organization's policies, grants, and applicable laws. Training employees, planning assignments, directing work, addressing complaints and resolving problems.SafeHaven values employees who are in line with the culture of the agency, including those who are curious, trustworthy, open communicators, flexible, and willing to be held accountable. Working in the domestic violence field can be hard - but we can do hard things. The specific qualifications for this role are Bachelor's degree in Social Work or a related field required, or a minimum 5 years of equivalent related experience required. Minimum of 2 years supervisory experience required. Minimum of 6 months to 1-year experience in a 24-hour hotline or residential setting required. Candidates must have knowledge and understanding of family violence and the ability to respond to clients in a constructive and supportive way, while being sensitive to cultural and ethnic issues. Must be able to remain calm in a crisis and maintain a high regard for confidential matters. Previous work in a fast-paced, customer service environment strongly preferred. Must have current valid Texas driver's license and have proof of automobile liability insurance.Language SkillsAbility to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to draft routine reports and correspondence. Ability to speak effectively before groups of clients, co-workers and public/private groups or organizations. Ability to communicate in a helpful and courteous manner. Bilingual in Spanish desirable.Reasoning AbilityAbility to apply common sense understanding to conduct detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.Please include salary requirements in your cover letter SafeHaven offers competitive salaries. Compensation is commensurate with experience, education, and other qualifications. Competitive benefits package offered; SafeHaven is an Equal Opportunity Employer (see website for EOE statement.
Bank Client Services Specialist
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How will this role impact First Command?
The Bank Client Services Specialist is responsible for providing a consistent world-class experience with every interaction. The primary responsibilities include processing teller transactions from walk-in clients and bank by mail in addition to processing requests received from clients, advisors, and other employees via e-mail and secure message. This position is responsible for maintaining and balancing an assigned cash drawer and assists with the balancing of the bank's ATM and central vault. Additionally, this position is expected to handle confidential and sensitive information while working under strict deadlines with interruptions and doing so with minimal errors.
What will the employee do in this role?
•20% - Lobby Transactions & Service
o Process over the counter (OTC) cash and check deposits, loan payments, Cashier's Check requests, and various other client transactions
o Provide access to the Safe Deposit Box upon client request
o Process ATM deposits
•10% - Cash Handling
o Accurately record all cash transactions including deposited cash from clients, transfers between tellers, and buy/sell transactions with vault.
o Assist with requesting and processing cash from Federal Reserve Bank
o Balance cash drawer, ATM, and bank vault
•35% - Bank by Mail Transactions
o Process incoming bank by mail transactions including examining checks for proper endorsement and completing research as necessary
o Contact clients by phone, secure message, and email to ensure requests are accurately processed
•30% - Client & Departmental Support
o Process incoming Cashier's Check and gift card requests received via email and secure message
o Process instant issue debit card requests, balance unissued inventory, and maintain log of issued cards
o Process outgoing mail requests for document copies and other correspondence sent from bank to clients
o Sort and distribute incoming mail to departments across the bank
o Review suspended remote deposit transactions
•5% - Other Duties
o Complete annual compliance and other required training
o Collaborate with other departments to identify process improvements
o Assist with testing bank systems
o Other duties as assigned
What skills/qualifications do you need?
Education
•High School Diploma or equivalent required
•College Degree or progress towards degree preferred
Work Experience
•Two or more years of customer service experience required
•Two or more years of banking or financial services experience preferred
•Two or more years of cash handling experience required
•Experience with Jack Henry Silverlake and complementary systems strongly preferred
Required Knowledge, Skills, and Abilities
•Detail oriented while operating in a quick and changing environment
•Strong verbal and written communication and organizational skills
•Familiar with and able to effectively use Microsoft Office and able to learn other software used by First Command
•Ability to maintain confidential information and records
•Excellent customer service skills; including handling challenging situations with clients and advisors in a professional manner
#LI-Hybrid
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Tax Manager - Private Client Services
Posted 3 days ago
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Join to apply for the Tax Manager - Private Client Services role at Weaver
2 weeks ago Be among the first 25 applicants
Join to apply for the Tax Manager - Private Client Services role at Weaver
The Weaver Experience
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
While our business is based in numbers, our success is truly based on people. Its why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weavers core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team and our firm.
Learn more about our services, industry experience and culture at weaver.com.
Position Profile
Weaver is looking for a Private Client Services Tax Manager to join our growing firm. A Private Client Services Tax Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.
A Tax Manager works closely with firm leadership and plays a key role in business development and firm administration activities, including training and mentoring less-experienced team members. The ideal candidate is a CPA with 5+ years of experience in federal tax compliance, planning and consulting at a public accounting firm.
To be successful in this role, the following qualifications are required :
- Bachelors degree in Accounting or related field
- CPA with 5 or more years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net worth individuals, privately-owned business, investment partnerships, estates, and trusts
Additionally, the following qualifications are preferred :
- Masters degree in Accounting or related field
- Technical knowledge sufficient to sell and execute engagements in a variety of industries
- Proven ability to manage, mentor and develop a team
- Strong relationship management and practice development skills
- Ability to attract and service new clients and expand services to existing clients
Compensation and Benefits : At Weaver, our most valuable resource is our people. We evaluate our employees' wants and needs and invest accordingly. The estimated compensation range for this position is $125,000 to $191,000 in the California, Maryland, New Jersey, and New York Metropolitan areas, based on experience, skills, certifications, and location. We offer competitive health benefits, a 401(k) plan, flexible time off, sick and safe leave, holidays, and recharge days.
We also provide in-house CPE and learning opportunities through our internal Learning & Development department, including technical, practice development, and leadership training.
Our WeaverLEAD program supports leadership growth through coaching and development initiatives, fostering a culture of continuous improvement and support.
Weaver is committed to diversity and inclusion, cultivating a safe and inclusive work environment that celebrates individual differences. We are an equal opportunity employer.
Whats next? Interested applicants should apply directly to the job posting with their most recent resume. After applying, you will receive a confirmation email. A Weaver recruiter will review your application and contact you if suitable. Please note, we are not accepting resumes from third-party staffing agencies for this role. This position is eligible for our Employee Referral Program.
#J-18808-LjbffrClient Services Customer Relations Coordinator
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Aufgaben About Us:
Who is Mercedes-Benz Financial Services?
Mercedes-Benz Financial Services, part of the global company Mercedes-Benz Mobility AG is the captive financing and mobility solutions company of the global luxury automobile manufacturer, Mercedes-Benz AG. We offer a comprehensive range of automotive financial and insurance products that make it easy for our customers to drive their dream Mercedes-Benz vehicle
Why work at Mercedes-Benz Financial Services?
Working at Mercedes-Benz Financial Services is more than a job - it's an opportunity to join an innovative team where you are valued for your contributions. As an employee, you will experience career development in a positive, employee-centric environment. We're a global company that not only offers best-in-class products to our customers but also best-in-class benefits to our employees. Our employees experience a comfortable, friendly environment and relaxed, inclusive culture.
Benefits
When working at Mercedes-Benz Financial Services, you will enjoy a comprehensive and amenity-rich benefits package offering something for every employee at each stage of their life
As a new employee, you will have the opportunity to take advantage of the following benefits that go beyond - beginning day one:
- Get Rewarded! Competitive salary plus an annual bonus based on company performance and/or personal yearly performance
- Need a vacation? How about just some time for YOU! In addition to our vacation time, you'll receive nine (9) additional corporate holidays and six (6) Personal days, which will allow you to celebrate religious holidays or escape to the spa! Designed to be flexible, we let you decide which days are most important to you!
- Ride in Style - All employees are eligible to participate in the Mercedes-Benz Employee Lease Program
- We want you to be healthy! Outstanding medical, dental, and vision insurance, employer-paid short and long term disability plus on-site exercise facilities
- Is your family growing? Enjoy generous paid Family Leave Programs - Six Weeks for New Parents; Two Days for New Grandparents; as well as Adoption Expense Reimbursement Programs - up to $6k per child
- Want to go back to school? Tuition Assistance Scholar Program - receive up to $5,250/year in vouchers to complete business-related coursework
The Client Services Customer Relations Coordinator is responsible for the investigation and resolution of escalated consumer customer complaints and direct credit disputes as defined in the Customer Complaint Procedure (Compass Document 3757). Responsibilities include logging, tracking, investigating, and responding to escalated customer complaints and direct credit disputes as well as capturing and escalating coaching and process improvement opportunities identified in complaint investigations
Responsibilities:
- Investigate, resolve and respond to escalated complaints and direct credit disputes in accordance with company policies and procedures. Manage timely communication with the customer and stakeholders through resolution with a high degree of professionalism. Develop and maintain strong relationships with key stakeholders throughout the MBFS organization including, but not limited to Operations, Credit, Sales, and the Office of General Counsel. Serve as a key point of contact for Better Business Bureau (BBB), Consumer Financial Protection Bureau (CFPB) and MBUSA Customer Advocacy Center. ( 70%)
- Perform a root cause analysis to identify gaps in processes and/or coaching opportunities to drive process improvements and prevent future occurrences. (30%)
Applicants must be legally authorized to work in the U.S. at the time of application. Relocation assistance will not be provided for this position.
This position requires a minimum of 2 years of overall work experience. Preferred experience includes:
- Business-General: 2 years
- Customer Service: 2 years
- Finance: 2 years
High School Diploma/(GED) is required, Bachelor's Degree is preferred. Recommended majors include:
- Business Administration
- Communications
- 2 years of Customer Service phone experience preferred.
- Analytical skills
- Ability to Collect data and establish facts and identify trends and variances
- PC skills
- Corporate Mainframe
- Microsoft Office
- Presentation skills
- Problem Solving skills
- Excellent communication (written/verbal) skills
- Effective listening and negotiation skills
- Effective time management skills
- Ability to multi-task
- High level of attention to detail
- Effective de-escalation skills
- Client Services Representative; Remarketing Representative; Collections Representative; Retail Credit Analyst; Team Leader
If you were not re-directed successfully after clicking the "Apply for this job" button, please click the following link to search and apply for the role on the local career portal:
Mercedes-Benz Financial Services offers competitive salary, performance-based bonuses and a full suite of benefits including 401(K) with match, generous vacation and personal time, a Mercedes-Benz car program as well as flexible work arrangements
EEO/Minorities/Females/Disabled/Vets
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Tax Senior Manager - Private Client Services
Posted 3 days ago
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Join to apply for the Tax Senior Manager - Private Client Services role at Weaver 1 week ago Be among the first 25 applicants Join to apply for the Tax Senior Manager - Private Client Services role at Weaver Get AI-powered advice on this job and more exclusive features. The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses. A Tax Senior Manager works closely with firm leadership and plays a key role in business development and team development. The ideal candidate is a CPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm. To be successful in this role, the following qualifications are required: Bachelor’s degree in Accounting or related field CPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts Additionally, The Following Qualifications Are Preferred Master’s degree in Accounting or related field Technical knowledge sufficient to sell and execute engagements in multiple industries Proven ability to manage, mentor, and develop staff Strong relationship management and practice development skills Ability to attract and service new clients and expand services to existing clients Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $141,000 to $90,000 in the California, Maryland, New Jersey, and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. WeaverLEAD We Are Committed To Investing In The Strength Of Our Team. That Is Why We Have Created An Internal Leadership Coaching Program To Train Leaders To Support Other Leaders At Every Level Of The Organization. The Goal Of WeaverLEAD Is To Inspire The Growth And Development Of Our Leaders By L eaning into the experience of exploring new ideas for each individual’s growth as a leader. E ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities. A dapting to the transformation that takes place as a result of participating in the program. D eveloping yourself and others with coaching competencies to create a firm-wide culture of coaching. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. What’s next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Accounting Referrals increase your chances of interviewing at Weaver by 2x Dallas-Fort Worth Metroplex $80,38 .00- 125,252.00 2 weeks ago Southlake, TX 48,000.00- 52,000.00 4 weeks ago Senior Accountant, 100K-120K (90% Remote) Dallas-Fort Worth Metroplex 100,000.00- 120,000.00 3 weeks ago Irving, TX 50,000.00- 65,000.00 1 week ago Southlake, TX 48,000.00- 52,000.00 1 month ago Irving, TX 95,000.00- 110,000.00 1 week ago Dallas-Fort Worth Metroplex 80,000.00- 110,000.00 5 days ago Fort Worth, TX 110,000.00- 125,000.00 4 days ago Fort Worth, TX 60,000.00- 68,000.00 3 days ago Dallas-Fort Worth Metroplex 85,000.00- 95,000.00 3 days ago Fort Worth, TX 115,000.00- 120,000.00 4 hours ago Dallas-Fort Worth Metroplex 80,000.00- 90,000.00 3 weeks ago Dallas-Fort Worth Metroplex 95,000.00- 105,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Client Services Representative - Creekside Pet Care Center
Posted 1 day ago
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Creekside Pet Care Center is looking for an experienced Client Services Representative for our 24/7 busy 10 doctor, AAHA accredited veterinary clinic.
About Creekside Pet Care Center:
Creekside Pet Care Center, part of the Suveto network of hospitals, is a full-service 24/7 veterinary hospital with onsite grooming, daycare and boarding services. We are located in the Keller/Southlake area of the Dallas - Fort Worth Metroplex and have been a local go-to veterinary clinic for 20 years. Our veterinary services are available 24 hours a day, seven days a week, with a state-of-the-art emergency care facility. Our professional and courteous health care team aspires to excellence in medical treatment, quality and client service. We utilize cutting-edge knowledge, equipment and techniques to care for your pets and exceed your expectations. Further, we recognize the bond between people and pets and treat them as part of the family. We love pets!
The Client Services Representative will provide high quality customer service that meets or exceeds the expectations of our clients. Support the doctors and support staff. Look for ways to continually improve the delivery of services to our clients to ensure that they are treated with respect and compassion.
This is a full-time position.
Essential Job Duties
- Manage the front desk by greeting clients, checking patients in/out, scheduling rechecks and signing visitors and vendors in.
- Know vaccination protocol and common veterinary terms.
- Oversee the clinic flow.
- Manage and assist client in the euthanasia paperwork and aftercare process.
- Discuss payment choices with clients.
- Assist with daily administrative duties such as responding to client texts and emails, emailing medical records, processing medication requests, distributing daily mail and client/doctor correspondence.
- Maintain knowledge of extension numbers to reach employees throughout the network.
- Assist in emergency situations by expediting calls to triage staff members.
- Perform other job duties as assigned.
- High School Diploma or equivalent required.
- Previous experience in client services.
- At least 1 year working within a VETERINARY FIELD is preferred.
- Must be computer literate; basic computer skills with ability to navigate new software.
- Excellent communication skills.
- Ability to multi-task.
- Ability to work well within a team environment.
We offer a generous benefits package and strive to maintain work-life harmony; medical, dental, and vision insurance, paid time off, 401k plan with an employer match, discounted veterinary services, and being a part of one of the most respected clinics in our area.
In addition, all full-time hospital team members receive VSOP® grants, SUVETO'S VETERINARY STOCK OWNERSHIP PLAN, at no cost to team members. VSOP® is an ownership program that tracks the value of the entire Suveto organization.
Creekside Pet Care Center, part of the Suveto network of hospitals, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Client Services Representative II - Home Loans Spanish
Posted 2 days ago
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.
Responsibilities:
- Identifies client needs and recommends solutions when fraud has been identified
- Records data captured during client interactions accurately
- Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
- Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
- Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls
- Attention to Detail
- Customer Service Management
- Customer and Client Focus
- Issue Management
- Active Listening
- Adaptability
- Client Solutions Advisory
- Data Collection and Entry
- Problem Solving
- Account Management
- Analytical Thinking
- Client Experience Branding
- Fraud Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
US Seasonal Tax-Private Client Services Senior Manager
Posted 9 days ago
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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 .
FY26 US Seasonal Tax-Private Client Services Manager
Posted 9 days ago
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 $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 .