957 Customer Service Representatives jobs in Linden
Bookkeeper - Client Services
Posted today
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Job Description
Title: Bookkeeper (Experienced)
Salary: DOE $60K - 80K plus incentives
Location: Monmouth County
Unlimited PTO
Summer hours offered
Successful, well-established company seeks motivated candidate with 0 - 5 years of bookkeeping experience to join their growing organization. Top candidates with exceptional communication skills and client service-oriented professionalism will be considered.
MAIN DUTIES & RESPONSIBILITIES
- Compilation of monthly transactions, data entry using QuickBooks, and preparation of monthly financial statements.
- Preparation of tax returns (individual, corporate, partnership, and fiduciary).
- Build long-term relationships with clients, assisting them with tax needs as well as business advising.
- Involvement with all aspects of professional service from the intake, client meetings, preparation, and engagement management.
What You Will Need
- Education: AS or BS in Business (or related field) preferred but not required.
- 2 - 10 years of QuickBooks experience is preferred.
- High attention to detail.
- Excellent communication skills with the ability to develop and maintain excellent client relationships.
- Technical skills with MS Office applications such as Excel, Word, and Outlook; Tax software experience such as Lacerte; Bookkeeping software such as QuickBooks.
At WatsonBarron, we share a philosophy when it comes to recruiting - focus on people. Great companies, no matter the product or service, are run by people. We have made a commitment to the careers and businesses of those who lead. We seek out the best and the brightest in the accounting & finance industries and introduce them to clients with the highest expectations. This commitment has made WatsonBarron the selected recruiter for many of the region's top professionals and ground-breaking companies.
#J-18808-LjbffrClient Services Representative
Posted 4 days ago
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Job Description
**What's in it for you:**
Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient environments, it's our responsibility to put the planet first. For us at Trane Technologies, sustainability is not just how we do business-it is our business. Do you dare to look at the world's challenges and see impactful possibilities? Do you want to contribute to making a better future? If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world.
**Job Summary:**
Delivers positive customer service experience and sales solutions to our customers while assisting internal Sales team meet financial and business goals and objectives. Assist Sales Team with implementation of corporate initiatives as determined by Services Sales Leader. Identifies opportunities for growth and sales within the existing customer base and coordinates activities with the account management team to develop strategies to win. Collaborates with Estimating, Operations, Sales and Billing teams to ensure customer needs are supported. This position includes customer support and sales activities at client's facilities as needed.
**Where is the work:**
This position has been designated as a Hybrid work schedule with work performed onsite 3 days each week.
**What you will do:**
+ Ensure customer satisfaction, retention, and growth for assigned portfolio through proactive relationship management and timely response to inquiries and concerns.
+ Drive the account management process, including development of customer profiles, account strategies, service delivery plans, budgeting, and regular site visits.
+ Conduct frequent customer site visits to monitor service delivery, identify sales opportunities, and maintain strong customer communication.
+ Collaborate with Service Resource Coordinators to schedule technicians and secure necessary parts/materials to meet customer obligations and company profitability goals
+ Lead T&M and Quoted Job pull-through opportunities by working with account managers and estimators on proposal creation and timely delivery to customers.
+ Manage accounts receivable communications, service agreement renewals, booking processes, and achievement of monthly targets.
+ Monitor and review financial performance of assigned accounts monthly, providing corrective action plans for underperforming agreements.
+ Provide regular updates and planning through weekly activity reports, participate in sales meetings, and attend customer support development trainings.
**Qualifications:**
+ Minimum of 2-year degree required.
+ Experience not required, but experience in a customer service capacity a plus.
+ Must be able to handle high-stress situations.
+ Must be able to communicate effectively in person, by phone and through written communication.
+ Must be proficient with use of the telephone and voice mail, the computer, and other office equipment.
+ Proficient in Microsoft Office applications, particularly Excel and Word
+ Mathematical Aptitude
+ Must be able to travel and possess a valid driver's license for a minimum of 12 months, with no major or frequent traffic violations including, but not limited to:
+ DUI, Hit & Run, License Suspension, Reckless / Careless Driving or multiple smaller infractions or preventable collisions in the previous 3 years.
**Thrive at work and at home:**
+ **Benefits** kick in on **DAY ONE** for you and your family, including health insurance and holistic wellness programs that include generous incentives - **WE DARE TO CARE!**
+ Family building benefits include fertility coverage and adoption/surrogacy assistance.
+ **401K** match up to 6%, plus an additional 2% core contribution = up to **8%** company contribution.
+ **Paid time off** , including in support of **volunteer** and **parental leave** needs.
+ Educational and training opportunities through company programs along with tuition **assistance** and student debt support.
+ Learn more about our benefits here ( !
This position is classified as safety-sensitive.
**Compensation:**
**Base Pay Range: $70,000 - $95,000, plus incentive**
Total compensation for this role will include an incentive plan. Disclaimer: This base pay range is based on US national averages. Actual base pay could be a result of seniority, merit, and geographic location where the work is performed.
**Equal Employment Opportunity:**
We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.
Sr. Client Services Representative
Posted 2 days ago
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**_Strengthening and empowering all of the communities we serve._**
The **Sr. Client Services Representative** will provide enhanced training, consultation, and support to team members and agency employees on the proper use, adoption, and best practices to align the Hoot Software solution into individual agency advertising programs. Demonstrated proficiency and enhanced understanding of advertising channels, their technical requirements, and use cases to connect external data sources is a must. Client retention is impacted greatly with successful software integration to their internal processes. This role requires individual autonomy to support the alignment of our product and client's needs and requests.
**Requirements**
+ BS/BA in related or relevant field
+ Minimum 2 years' related experience, preferably in digital advertising
+ Previous experience managing campaigns in AdWords, Programmatic Display, OTT/CTV and Facebook Ads campaign management
**Certifications are a plus**
+ Google Ads
+ Google Analytics
+ Google Tag Manager
+ Facebook Certification
+ Advanced Technical Understanding of Advertising Platforms to support data integrations, account hierarchy, and technical requirements
+ Experience implementing/troubleshooting remarketing scripts with the use of Google Tag Manager
+ Ability to self-manage workflow and customer communication
+ Effective communications skills, including the ability to convey technical information into understandable terminology
+ Demonstrated ability in problem solving skills
**Responsibilities**
+ Provide consulting for new and existing clients to align client internal process with best practices and proper use of the software through use of personal experience and interpretation:
+ These client assessments should include the following items and should be performed on a continuous cadence:
+ Needs Analysis
+ Operational Requirements
+ Provide consulting for clients on Product Alignment (This includes upsell and new product availability)
+ Outline and Implement Personalized Requests and Campaign Templates
+ Dedicated training sessions as needed
+ Use quality control analysis with all client configuration, template designs and feed requests to ensure both Hoot, Advertising Channel and Client Needs are addressed.
+ Use personal discretion in support tasks including:
+ Responding to client needs and issues
+ Troubleshooting and resolving client issues.
+ Training Requests
+ Creative Design modifications and requirements
+ Assisting with client and partner regulation standards when necessary
+ Use product knowledge to create easily digestible support documentation for user guides. Continuously monitor product changes to ensure documentation is accurate and effective.
+ Continue individual research of the ecosystem and product offerings to stay up to date on our product's position, upgrades and functionality. Proactively test new channel features and offerings to maintain product efficacy and employee training materials
**Additional Information**
Advance Local Media offers competitive pay and a comprehensive benefits package with affordable options for your healthcare including medical, dental and vision plans, mental health support options, flexible spending accounts, fertility assistance, a competitive 401(k) plan to help plan for your future, generous paid time off, paid parental and caregiver leave and an employee assistance program to support your work/life balance, optional legal assistance, life insurance options, as well as flexible holidays to honor cultural diversity.
Advance Local Media is one of the largest media groups in the United States, which operates the leading news and information companies in more than 20 cities, reaching 52+ million people monthly with our quality, real-time journalism and community engagement. Our company is built upon the values of Integrity, Customer-first, Inclusiveness, Collaboration and Forward-looking. For more information about Advance Local, please visit .
Advance Local Media includes MLive Media Group, Advance Ohio, Alabama Media Group, NJ Advance Media, Advance Media NY, MassLive Media, Oregonian Media Group, Staten Island Media Group, PA Media Group, ZeroSum, Headline Group, Adpearance, Advance Aviation, Advance Healthcare, Advance Education, Advance National Solutions, Advance Recruitment, Advance Travel & Tourism, Cloud Theory, Hoot Interactive, Red Clay Media, Search Optics, Subtext.
_Advance Local Media is proud to be an equal opportunity employer, encouraging applications from people of all backgrounds. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, genetic information, national origin, age, disability, sexual orientation, marital status, veteran status, or any other category protected under federal, state or local law._
_If you need a reasonable accommodation because of a disability for any part of the employment process, please contact Human Resources and let us know the nature of your request and your contact information._
Advance Local Media does not provide sponsorship for work visas or employment authorization in the United States. Only candidates who are legally authorized to work in the U.S. will be considered for this position.
Tax Director - Private Client Services
Posted 7 days ago
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Join to apply for the Tax Director - Private Client Services role at Weaver
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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. 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 talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.
A Weaver Tax Director is an entrepreneur who successfully creates new business for the firm and develops the next generation of Weavers leaders. The ideal candidate is a CPA with 9+ 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 or EA
- 9+ 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
- Technical knowledge sufficient to sell and execute engagements in multiple industries
- Masters degree in Accounting or related field
- 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
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 individuals 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 individuals unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.
Whats 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 Director
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Accounting
Referrals increase your chances of interviewing at Weaver by 2x
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#J-18808-LjbffrTax Director - Private Client Services
Posted 12 days ago
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Job Description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
What it Means to Work for EisnerAmper:
- You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
- You will have the flexibility to manage your days in support of our commitment to work/life balance
- You will join a culture that has received multiple top "Places to Work" awards
- We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
- We understand that embracing our differences is what unites us as a team and strengthens our foundation
- Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
- Review of tax projections, tax workpapers and tax returns. Specifically, Federal and State Individual and Fiduciary tax returns.
- Oversee and manage the tax return process including identification and resolution of tax issues
- Experience with corporation and partnership accounting and tax concepts
- Mentor, train and manage staff accountants to meet deadline and prioritize workload
- Effectively manage multiple tax engagements in a team environment, and also work independently. Identify potential opportunities for new and/or expanded client services
- Ability to lead and manage engagements, including budgeting, billing and engagement economics
- Highly proactive approach to serving clients
- Bachelor's degree in Accounting or equivalent field is required
- Public accounting experience
- CPA
- 10 + years work experience in tax compliance, specialization in individual, fiduciary, estate and gift taxation
- Master's degree in tax or equivalent field preferred
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
About Our Tax Team
As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.
A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.
Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.
About EisnerAmper
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email:
#LI-JB1
Preferred Location:
Iselin
For NYC and California, the expected salary range for this position is between
12000
and
25000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
DIRECTOR, PROVIDER-CLIENT SERVICES & SPECIAL PROJECTS
Posted 7 days ago
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Job Description
The New York City Human Resources Administration (HRA) provides temporary help to individuals and families with social service and economic needs to assist them in reaching self-sufficiency via essential and diverse programs/services, such as: temporary Cash Assistance, Supplemental Nutrition Assistance Program (SNAP), childcare, eviction prevention services, adult protective services, job training, employment plans/support, domestic violence assistance, child support enforcement, etc. The employees of Employment & Support Services Administration- Career Services help provide unique individual services to eligible New Yorkers aimed towards the achievement of long-term self-sufficiency.
The Provider-Client Services & Special Projects Units are the cornerstone of the agency-mandated services that help ensure public assistance participants transition to full time paid employment by having Client Service Representatives provide HRA oversight over 35 agency authorized contracts utilized by over 45 vendor locations citywide. The Provider-Client Services Unit liaises with vendors and reviews, monitors, evaluates and provides technical assistance to agency contracted employment vendors who provide various job assessment, placement, training and retention services to public assistance applicants and special population participants (i.e. ex-offenders, homeless, domestic violence survivors, LGBTQI, limited English Proficient Speakers etc.). The Social Services Representatives provide FIA guidance and representation at the vendor locations throughout New York City. The Employment Performance group monitors the performance of the vendor against current contractual agreements.
Under administrative direction of the Deputy Commissioner, Career Services and with wide latitude for independent initiative, judgment, and action with a high degree of accountability the Director is responsible for directing the operations and for the overall effectiveness, performance and efficiency of the Provider-Client Services & Special Projects Unit and for their specific milestone achievements implementing policy that affects recipients of cash and non-cash assistance.
The program seeks to recruit for one (1) Administrative Director of Social Services, NM II to function as the Director, Provider, Client Services & Special Projects Unit who will:
* Provide guidance and direction to management and staff coordinating initiatives directed for improved program goals for optimum compliance with policy. Responsible for ensuring that all staff under direct and indirect supervision understand, adhere to and communicate effectively the federal, state and local mandates. Direct the operations of the team of analysts to provide technical assistance and monitor national best practices for orientation, career counseling, job search, job readiness, job placement, vocational training, and post-employment services to public assistance applicants, participants and sanctioned participants. Coordinate with Career Pathways vendors at their partnered job center referral process and at off-site vendor locations to ensure continuous services. This includes coordinating and supervising all assignments to ensure that participants have assignments that suit their individual needs. Review timeframe for conducting off site visits and all terms of the vendor contract and ensures that vendors remain on target. Ensure all goals and objectives are accomplished within required deadlines and recommend corrective action when problems arise.
* Direct and is responsible for the Special Services staff to ensure they successfully implement and complete projects targeting special populations, creatively using piloted alternative funding; and providing appropriate program analysis. Spearhead completion projects with clearly defined deadlines/milestone.
* Complete monthly vendor staffing reviews. Provide monthly prospecting plans review, corrective action and monthly labor market reports to the vendors. Review and complete State Tracking report. Complete annual corrective action plan based on audit results.
* Establish and monitor a standardized technical assistance program for the Provider and Client Services vendors to improve and increase performance. Communicate all relevant policy, procedures and practices and ensure that agency and FIA policies are communicated and understood by all vendors. Manage vendor site visits and records, which measure and evaluate performance of goals and program mandates. Analyze program outcomes, deficiencies and develop best practices to be shared and implemented to enhance overall program operations. Develop and monitor corrective action plans for vendor when needed. Direct follow-up studies to ensure that action plans have been implemented and new procedures are in place.
* Prepare comprehensive management briefing documents for the Commissioner and Assistant Deputy Commissioner detailing programs and outcomes. Take a leadership role in all meetings relating to vendor relations and Provider-Client Services programs.
* Ensure that all units in the division meet the requirements for reporting and summarizing data for management review. Present reports detailing, summarizing and analyzing the performance of various vendors, their activities and placements.
* Review and ensure adherence to the yearly approved Provider-Client Services Operational Plans such as Yearly literacy Plan and Prospecting Plan as well as, state self-audits by all the Provider-Client Services Vendor Cash Assistance Programs; Including but not limited to providing additional training and corrective actions when the vendors fall below acceptable goals and targets.
* Represent the Assistant Deputy Commissioner on committees and intergovernmental meetings, for the purpose of clarifying and articulating agency policies on Provider and Client Services representatives and Job Center issues related to the Career Pathways vendor program.
* Coordinate with the Department of Homeless Services (DHS) to ensure that barriers to employment presented in this population are minimized and do not interfere with mandated work requirements. The project's goal is to provide stable homes for people who have been in shelters for extended periods of time and people who are in jeopardy of losing spots in the shelter. In conjunction with OHS, work to develop project plans for meeting the needs of these populations. Serve in a similar capacity with the New York City Department of Health and Mental Hygiene (DOHMH) on programs for first time mothers and with the Department of Education (DOE) for cash assistance recipients in GED and ESL programs.
WORK HOURS:09:00 AM to 05:00 PM M-F
WORK LOCATION: 123 William Street, 6th floor New York, NY 10038
ADMINISTRATIVE DIRECTOR OF SOC - 1005C
Minimum Qualifications
1. A baccalaureate degree from an accredited college or university and four years of progressively responsible experience, including one year at the administrative or managerial level in a large governmental agency, business firm, civic or community organization operating in the area of social services; or
2. Education and/or experience equivalent to "1" above. However, all candidates must have a baccalaureate degree from an accredited college and the one year of experience at the administrative or management level as described in "1" above.
Preferred Skills
* High level experience in management and operations, preferably within a government context. - Experience with large scale contracted provider management. - Experience managing large staff. - 3-5 years of experience in the field of program integrity/government accountability. - Complete discretion when handling sensitive or confidential information. - Excellent public speaking, written, presentation, interpretive and interpersonal skills. - Ability to work under pressure, draft quick responses, meets immediate and often unforeseen deadlines. - Proven experience in community relations and intergovernmental relationships. - Knowledge of DSS-HRA-DHS and related social service policies at city, state and federal levels of government.
55a Program
This position is also open to qualified persons with a disability who are eligible for the 55-a Program. Please indicate at the top of your resume and cover letter that you would like to be considered for the position through the 55-a Program.
Public Service Loan Forgiveness
As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education's website at Requirement
New York City Residency is not required for this position
Additional Information
The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.
Tax Director I Private Client Services
Posted today
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Expand revenue of existing clients. Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice. Manager practice effectively meeting billing, realization, days outstan Client Service, Director, Tax, Private, Business Services, Business, Client
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Tax Director I Private Client Services
Posted today
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CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions and Primary Duties- Expand revenue of existing clients
- Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
- Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
- May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
- Serve as key client contact; viewed as a trusted business advisor by clients
- Ensure quality control standards are met
- May work directly with clients and manage staff
- Maybe the internal advisor on technical matters as a Subject Matter Expert
- Maybe a member of the Senior Operations Management Team
- Drive a team environment; demonstrate support of management decisions and builds a positive culture
- Additional responsibilities as assigned
- Master's degree preferred in Accounting, Taxation or related field
- Bachelor's degree required
- 8 years of experience in public accounting or related field
- 6 years of supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs
The annual salary target for this job in this market is $170,000 - $250,000. The specific compensation for this role will be determined based on education, experience and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.
Legal Administrative Assistant & Client Services Specialist
Posted 22 days ago
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Job Description
We're seeking a sharp legal assistant for our busy law firm who can help our attorneys and paralegals assist clients and keep the office running smoothly. You'll work with the team to prepare a variety of legal documents, and handle office correspondence like answering emails and phone calls, scheduling meetings and travel, and reminding the team of upcoming deadlines. If you're an excellent multitasker who thrives in a fast-paced environment, we want to hear from you!
Responsibilities
• Conduct legal research, when necessary, with guidance from attorneys and paralegals
• Handle office correspondence and administrative tasks such as responding to emails and phone calls, communicating with opposing attorney offices, taking dictation, and letting the team know about upcoming deadlines
• Undertake other duties as needed to ensure the firm operates efficiently
• Ensure client billing is processed properly using daily time records with assistance from the accounting department
• Make travel arrangements, schedule meetings and appointments for the team, such as depositions, and coordinate with outside vendors for events
Qualifications
• Must be bilingual and speak Spanish fluently
• Ability to comfortably use all Microsoft Office products
• Able to meet demanding deadlines in a fast-paced environment
• Applicants must have excellent communication skills and organizational skills
• Must be able to type at least 50 WPM
Legal Administrative Assistant Client Services Specialist
Posted 22 days ago
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Job Description
We’re seeking a sharp legal assistant for our busy law firm who can help our attorneys and paralegals assist clients and keep the office running smoothly. You’ll work with the team to prepare a variety of legal documents, and handle office correspondence like answering emails and phone calls, scheduling meetings and travel, and reminding the team of upcoming deadlines. If you’re an excellent multitasker who thrives in a fast-paced environment, we want to hear from you! Responsibilities: • Conduct legal research, when necessary, with guidance from attorneys and paralegals • Handle office correspondence and administrative tasks such as responding to emails and phone calls, communicating with opposing attorney offices, taking dictation, and letting the team know about upcoming deadlines • Undertake other duties as needed to ensure the firm operates efficiently • Ensure client billing is processed properly using daily time records with assistance from the accounting department • Make travel arrangements, schedule meetings and appointments for the team, such as depositions, and coordinate with outside vendors for events Qualifications: • Ability to comfortably use all Microsoft Office products • Able to meet demanding deadlines in a fast-paced environment • Applicants must have excellent communication skills and organizational skills • Must be able to type at least 50 WPM • Must be bilingual and speak Spanish fluently Compensation: $20 per hour
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