19 Customer Service Representatives jobs in Mattoon
Head of Client Services (Chicago)
Posted 5 days ago
Job Viewed
Job Description
Linqia is the leader in the growing influencer marketing industry. At Linqia, we partner with the world's largest brands including Danone, AB InBev, Kimberly-Clark, Unilever, and Walmart to build compelling and effective influencer marketing campaigns. Our AI-driven platform and team of experts are leading the transformation of influencer marketing.
We value intelligence, recognize talent and have instilled a culture that supports career development and growth for our employees. We thrive on innovation and accountability, with a customer first attitude that adds true value to everything we touch. Our team members are smart, hard-working, have integrity and love to have fun as we play to win. At Linqia, you'll be working with others who are passionate about marketing in a fun, fast-paced and data-driven environment.
The Role:
The Head of Client Services is a critical client partner role demonstrating leadership, strategic direction, accountability, business acumen, and vision for Linqia's portfolio of enterprise brand clients. The Director effectively leverages experience, knowledge, and skills to drive innovative thinking while balancing client, company, and team needs.
This position will lead a team of talented junior and mid level individual contributors who are responsible for the campaign execution for the select Fortune 1000 accounts. The primary objective for this role is to deliver excellent client experiences through creating a culture of collaboration and learning. The role is to act as the steward for Linqia and the client, establishing transparency and clear communication from ideation to launch.
What You'll Do:
- Lead a team of 12 Strategic Account Managers and Program Managers (2 direct reports)
- Responsible for hiring, employee evaluation, growth/development, and minor HR functions (PTO, Compensation, Title Changes)
- Coach the team as they execute their workloads to deliver best-in-class results, delivering on business KPIs and development within signed IOs.
- Owner of the Client Experience and responsible for exceeding client expectations and creating long-term partnerships
- Lead strategic channel planning activities associated with assigned campaigns in partnership with creative, brand success, sales, and media investment.
- Build strong relationships with senior stakeholders by demonstrating client industry and influencer knowledge.
- Work with internal partners to gauge campaign performance and KPIs to determine the extent to which the original objectives and strategies were met.
- Proactively keep abreast of industry trends and share knowledge with the team.
- Work closely with internal partners to optimize any revenue opportunities with particular clients.
- 12+ years of client management and media (or influencer) experience within agencies
- 5+ years of team management experience
- Driven by delighting customers, customer satisfaction drives your work
- Passion for the social media space. Enjoy learning new social media platforms or understanding how people use these platforms to communicate, as well as how advertising and influencers use social media platforms
- Entrepreneurial, self-motivator who isn't afraid to roll up your sleeves and solve problems, as well as determine your deadlines, benchmarks, and goals
- Proven track record of client and team success
- Experience and comfort with high-level client communications
- Bachelor's degree, MBA is preferred
Headhunters and recruitment agencies may not submit resumes or candidates through this Web site or directly to employees. Linqia does not accept unsolicited headhunter and agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with us. #J-18808-Ljbffr
Head of Client Services (Chicago)
Posted 12 days ago
Job Viewed
Job Description
Linqia is the leader in the growing influencer marketing industry. At Linqia, we partner with the worlds largest brands including Danone, AB InBev, Kimberly-Clark, Unilever, and Walmart to build compelling and effective influencer marketing campaigns. Our AI-driven platform and team of experts are leading the transformation of influencer marketing.
We value intelligence, recognize talent and have instilled a culture that supports career development and growth for our employees. We thrive on innovation and accountability, with a customer first attitude that adds true value to everything we touch. Our team members are smart, hard-working, have integrity and love to have fun as we play to win. At Linqia, youll be working with others who are passionate about marketing in a fun, fast-paced and data-driven environment.
The Role:The Head of Client Services is a critical client partner role demonstrating leadership, strategic direction, accountability, business acumen, and vision for Linqias portfolio of enterprise brand clients. The Director effectively leverages experience, knowledge, and skills to drive innovative thinking while balancing client, company, and team needs.
This position will lead a team of talented junior and mid level individual contributors who are responsible for the campaign execution for the select Fortune 1000 accounts.The primary objective for this role is to deliver excellent client experiences through creating a culture of collaboration and learning. The role is to act as the steward for Linqia and the client, establishing transparency and clear communication from ideation to launch.
What Youll Do:- Lead a team of 12 Strategic Account Managers and Program Managers (2 direct reports)
- Responsible for hiring, employee evaluation, growth/development, and minor HR functions (PTO, Compensation, Title Changes)
- Coach the team as they execute their workloads to deliver best-in-class results, delivering on business KPIs and development within signed IOs.
- Owner of the Client Experience and responsible for exceeding client expectations and creating long-term partnerships
- Lead strategic channel planning activities associated with assigned campaigns in partnership with creative, brand success, sales, and media investment.
- Build strong relationships with senior stakeholders by demonstrating client industry and influencer knowledge.
- Work with internal partners to gauge campaign performance and KPIs to determine the extent to which the original objectives and strategies were met.
- Proactively keep abreast of industry trends and share knowledge with the team.
- Work closely with internal partners to optimize any revenue opportunities with particular clients.
- 12+ years of client management and media (or influencer) experience within agencies
- 5+ years of team management experience
- Driven by delighting customers, customer satisfaction drives your work
- Passion for the social media space. Enjoy learning new social media platforms or understanding how people use these platforms to communicate, as well as how advertising and influencers use social media platforms
- Entrepreneurial, self-motivator who isnt afraid to roll up your sleeves and solve problems, as well as determine your deadlines, benchmarks, and goals
- Proven track record of client and team success
- Experience and comfort with high-level client communications
- Bachelors degree, MBA is preferred
This position description is intended to describe the duties most frequently performed by an individual in this position. Linqia is an equal opportunity employer supporting workforce diversity. We actively encourage women, people with disabilities, veterans, underrepresented minorities, and LGBTQ+ people to apply. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status, or disability status.
Headhunters and recruitment agencies may not submit resumes or candidates through this Web site or directly to employees. Linqia does not accept unsolicited headhunter and agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with us.
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#J-18808-LjbffrTax Senior Manager, Private Client Services (Chicago)
Posted 9 days ago
Job Viewed
Job Description
Join to apply for the Tax Senior Manager, Private Client Services role at BDO USA
Tax Senior Manager, Private Client Services2 hours ago Be among the first 25 applicants
Join to apply for the Tax Senior Manager, Private Client Services role at BDO USA
JOB DESCRIPTION
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
Job Summary
JOB DESCRIPTION
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
Job Duties
- Manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities
- Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients
- Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers
- Directs communication with government agencies for matters of the highest complexity
- Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors
- Expands their understanding of tax concepts and knowledge through client engagements and current tax developments
- Prioritizes and reviews work to keep engagements on track
- Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions
- Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
- Builds new relationships and maintains existing relationships with BDO professionals and external sources
- Other duties as assigned
- Supervises associates and senior associates on all projects
- Reviews work prepared by associates and senior associates and provide review comments
- Trains Associates and Seniors how to use all current software tools
- Acts as a Career Advisor to associates and senior associates
- Schedules and manages workload of associates and senior associates
- Provides verbal and written performance feedback to associates and senior associates
Qualifications, Knowledge, Skills and Abilities:
- Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred
- Masters in Accountancy or Taxation, preferred
- Seven (7) or more years prior experience in accounting, finance, or law, required
- Experience in the private client service area, required
- Prior supervisory experience, required
- Experience working in public accounting, preferred
- Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (EA) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
- Possession of other professional degrees or certifications applicable to role, preferred
- Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
- Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
- Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred
- N/A
- Initiative
- Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
- Manages client engagements, supervises, and reviews work of team members
- Communication
- Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
- Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
- Leadership
- Manages and monitors key performance indicators (KPIs) as established by the business line
- Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities
- Technical Skills
- Serves as internal resource and providing guidance to other practices on technical matters
- Works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries
- Business Development
- Spends time developing their network of key financial decision makers, referral sources, and recruits
- Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
- People Development
- Supervises, develops and trains employees
- Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate
- Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers
California Range: $146,000 - $00,000
Colorado Range: 120,000 - 185,000
Illinois Range: 140,000 - 190,000
Maryland Range: 152,000 - 188,000
Massachusetts Range: 165,000 - 205,000
Minnesota Range: 130,000 - 190,000
New Jersey Range: 150,000 - 200,000
NYC/Long Island/Westchester Range: 175,000 - 205,000
Washington Range: 150,000 - 200,000
Washington DC Range: 156,000 - 200,000
About Us
Join us at BDO, where you will find more than a career, youll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firms success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firms success, with no employee contributions.
We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On
Tax Senior Manager - Private Client Services (Chicago)
Posted 12 days ago
Job Viewed
Job Description
Join to apply for the Tax Senior Manager - Private Client Services role at EisnerAmper
2 weeks ago Be among the first 25 applicants
Join to apply for the Tax Senior Manager - Private Client Services role at EisnerAmper
Job Description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether youre 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 youll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.
Job Description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether youre 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 youll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth within our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the listed locations below. This role would also consider remote candidates throughout Minnesota.
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
- Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.
- Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
- Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities.
- Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
- Take on the primary review of complex tax returns and maintain regular communication with clients.
- Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.
- Provide training and supervision to staff members, including reviewing and evaluating their work.
- Occasional local travel to clients' locations may be required.
- Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
- Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
- Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
- Hold self and direct reports responsible for achieving developmental goals
- Bachelors Degree in Accounting or equivalent field is required
- 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation
- Recent Public Accounting experience
- CPA or IRS Enrolled Agent Certification required
- Masters Degree in Taxation or relevant field
- Experience using GoSystems or CCH Axcess tax software
About our Private Client Services (PCS) Team:
The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients problems, but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what youre passionate about, but pursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, its important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.
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.
For Illinois candidates, the expected salary range for this position is between $110,000 and $80,000. 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.
Should you need any accommodations to complete this application please email:
- Hybrid
- RB2
Preferred Location:
Elgin Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Accounting
Referrals increase your chances of interviewing at EisnerAmper by 2x
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#J-18808-LjbffrTax Senior Manager - Private Client Services (Chicago)
Posted 12 days ago
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Job Description
Join to apply for the Tax Senior Manager - Private Client Services role at Vialto Partners
2 weeks ago Be among the first 25 applicants
Join to apply for the Tax Senior Manager - Private Client Services role at Vialto Partners
Get AI-powered advice on this job and more exclusive features.
Company Description
Vialto Partners is a market leader in global mobility services. Our purpose is to Connect the world. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders and colleagues.
Company Description
Vialto Partners is a market leader in global mobility services. Our purpose is to Connect the world. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders and colleagues.
Our teams help companies streamline and effectively manage their global mobility programs in a cost-efficient and compliant manner. Our services focus on providing cross-border compliance and risk assessment for tax, immigration, business travel, rewards and compensation, and remote work.
Working at Vialto Partners is about getting the chance to be part of a global and dynamic team. Globally, Vialto Partners has over 6,500 staff and continues to grow. You will work with clients from a range of industries and different geographical locations. We believe in connecting the world and supporting our colleagues to do the same in their careers by undertaking assignments and opportunities globally that broaden their skills and ultimately benefit our clients.
Vialto is unstoppable when we work together in a culture of belonging, where everyone can thrive. We encourage employees to bring their true selves and share their unique talents and expertise to positively impact the communities we serve.
To learn more about what we do, tune in to our podcast On the Move to hear expert insights on issues affecting global mobility, and read about the latest news in the industry. You can also follow us on Linkedin and Instagram.
Job Description
Were looking for a technically strong and client-focused Senior Manager to join our expanding PCS practice. In this role, you will manage the delivery of U.S. tax compliance and planning services to globally mobile individuals and families, including U.S. citizens abroad, nonresidents with U.S. investments, and cross-border executives.
Youll play a critical role in delivering complex tax solutions, managing a team, and supporting the growth of a high-performing advisory practice in a fast-changing global environment.
Key Responsibilities
Client Service & Technical Execution
- Lead day-to-day client delivery for complex HNWI tax engagements with international components.
- Prepare and review U.S. tax returns and international information reporting (Forms 8938, 3520, 5471, etc.).
- Conduct technical research and provide tax planning on topics such as trust taxation, foreign investment structuring, and expatriation.
- Mentor and supervise junior team members, ensuring work quality and timely delivery.
- Collaborate with global colleagues across time zones and jurisdictions.
- Drive operational excellence across client engagements, including planning, budgeting, and workflow coordination.
- Contribute to the development of internal processes, templates, and knowledge tools.
- CPA, EA, or JD required; MST or LLM a plus
- 68 years of U.S. private client tax experience, ideally with cross-border exposure
- Strong understanding of U.S. international individual tax, trusts, and estate/gift rules
- Demonstrated ability to manage projects, review technical work, and interact with clients
- Eagerness to grow technically and contribute to practice-building initiatives
- Collaborate with globally recognized experts in private client tax
- Build a career in a high-growth, entrepreneurial environment
- Operate in a non-federated environment facilitating a larger market to penetrate unlike the Big 4 world
- Competitive compensation with performance-based bonus
- This is a Hybrid role coming into the office 2-3 times a week.
- Compensation range: $124,300- 204,200
- We are an equal opportunity employer that does not discriminate on the basis of any legally protected status.
- Please note, AI is used as part of the application process.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Business Consulting and Services
Referrals increase your chances of interviewing at Vialto Partners by 2x
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#J-18808-LjbffrTax Senior Manager - Private Client Services (Chicago)
Posted 12 days ago
Job Viewed
Job Description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth within our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the listed locations below. This role would also consider remote candidates throughout Minnesota.
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
Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.
Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities.
Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
Take on the primary review of complex tax returns and maintain regular communication with clients.
Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.
Provide training and supervision to staff members, including reviewing and evaluating their work.
Occasional local travel to clients' locations may be required.
Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
Hold self and direct reports responsible for achieving developmental goals
Bachelor's Degree in Accounting or equivalent field is required
8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation
Recent Public Accounting experience
CPA or IRS Enrolled Agent Certification required
Master's Degree in Taxation or relevant field
Experience using GoSystems or CCH Axcess tax software
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law
About our Private Client Services (PCS) Team:The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.
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.
For Illinois candidates, the expected salary range for this position is between $110,000 and $180,000 . 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.
Should you need any accommodations to complete this application please email:
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Elgin #J-18808-LjbffrTax Senior Manager, Private Client Services (Chicago)
Posted 12 days ago
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Job Summary:
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
Job Duties:
- Manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities
- Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients
- Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers
- Directs communication with government agencies for matters of the highest complexity
- Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors
- Expands their understanding of tax concepts and knowledge through client engagements and current tax developments
- Prioritizes and reviews work to keep engagements on track
- Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions
- Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
- Builds new relationships and maintains existing relationships with BDO professionals and external sources
- Other duties as assigned
Supervisory Responsibilities:
- Supervises associates and senior associates on all projects
- Reviews work prepared by associates and senior associates and provide review comments
- Trains Associates and Seniors how to use all current software tools
- Acts as a Career Advisor to associates and senior associates
- Schedules and manages workload of associates and senior associates
- Provides verbal and written performance feedback to associates and senior associates
Qualifications, Knowledge, Skills and Abilities:
Education:
- Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred
- Masters in Accountancy or Taxation, preferred
Experience:
- Seven (7) or more years prior experience in accounting, finance, or law, required
- Experience in the private client service area, required
- Prior supervisory experience, required
- Experience working in public accounting, preferred
License/Certifications:
- Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (EA) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
- Possession of other professional degrees or certifications applicable to role, preferred
Software:
- Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
- Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
- Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred
Languages:
- N/A
Other Knowledge, Skills & Abilities:
- Initiative
- Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
- Manages client engagements, supervises, and reviews work of team members
- Communication
- Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
- Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
- Leadership
- Manages and monitors key performance indicators (KPI's) as established by the business line
- Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities
- Technical Skills
- Serves as internal resource and providing guidance to other practices on technical matters
- Works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries
- Business Development
- Spends time developing their network of key financial decision makers, referral sources, and recruits
- Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
- People Development
- Supervises, develops and trains employees
- Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate
- Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $146,000 - $00,000
Colorado Range: 120,000 - 185,000
Illinois Range: 140,000 - 190,000
Maryland Range: 152,000 - 188,000
Minnesota Range: 130,000 - 190,000
NYC/Long Island/Westchester Range: 175,000 - 205,000
Washington Range: 150,000 - 200,000
Washington DC Range: 156,000 - 200,000
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Senior Vice President, Client Services Life Sciences/Manufacturing (Chicago)
Posted 9 days ago
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The person in this role is positioned to align with the LS and manufacturing industries and clients and to understand the underlying dynamics, including leading trends, decision-making stakeholder priorities, and means of creating and delivering value. The person in the role is ultimately responsible for nurturing and expanding relationships with strategic customers driving growth, customer loyalty and retention of business. The person will identify opportunities to introduce innovative processes, technologies, and services to continuously enhance C&W Services value to the clients.Job Description
Principal Responsibilities
- Represents the values of C&W Services to the account teams and the clients
- Oversees the successful operational delivery of contractual scope.
- Aligns to establish productive, professional relationships with key customers, seeking to build trust and partnership at strategic levels of the clients
- Develops front line service delivery team and leadership, measuring and ensuring safety culture dominance, technical competence, and proactive service orientation
- Accountable for delivering top and bottom-line financial results
- Drive innovation in how we execute for clients, optimizing how to function to bring more value to the clients
- Work to elevate the way our teams think and operate, creating a culture of rigor around continuous improvement
- Acts as a true business partner of customers business. Must listen, be curious and passionate to explore opportunities that will mutually benefit both parties
- Owns the responsibility to identifies new growth opportunities that may involve new service lines, geographies, Cushman & Wakefield cross sell
- Proactively assess, clarify, and validate customers needs on an ongoing basis
- Coordinates the involvement of company personnel, including support and management resources in order to meet account performance objectives and customers expectations.
- Manages, schedules, and attends Quarterly Business Review and Annual Business review meetings for key accounts and engages internal executive leadership participation
- Communicates regularly with key customers on company updates, initiatives, and other pertinent information
- Focuses on how to expand our relationships with clients to drive more strategic communications
- Proactively leads a joint company strategic account planning process that develops mutual performance objectives, financial targets and critical milestones.
- Building evolving client retention strategies to stay in front of client movement
Other Responsibilities:
- Develop annual operating budgets and periodic forecasts, responsible for full P&L, client retention, expansions, new logo growth in partnership with BD
- Updates executive leadership team on strategic account plans and accomplishments, opportunities/risks and financial results while forecasting anticipated impacts to plan.
- Establishes account growth and renewal plans and engages cross functional resources throughout the renewal lifecycle to improve the readiness of the account ensure retention and growth
- Builds rapport with Business Development, Marketing & Solutions, Client Services, and other functions (Legal, HR, Finance, Technology) to support delivery of services to the customer and minimize risk to C&W Services
Performance Measurements :
- Leading safety culture for the accounts, ensuring all programs are in place and account personnel understand safety as the priority
- Top and bottom-line performance to plan for the account
- Implementation of account strategic plans aligned with C&W Services goals and supporting of client initiatives
- CIP results: YOY improvement in key survey metric scores including areas of communication, interaction, innovation scores
- New service line expansion (C&W Services and/or Cushman & Wakefield Cross Sell) and $ value added YOY
- Introduction and implementation of innovative ideas and best practices at accounts on a quarterly basis
Required Experience and Knowledge
The successful candidate will have proven experience in developing collaborative relationships across all levels of the organization. This leader must have the passion, energy, and intellectual curiosity necessary for a fast-paced, growth-driven environment.
- Exceptional senior customer relationship management skills and experience in Life Sciences and Manufacturing
- B2B leadership experience, proven accomplishments driving value through services
- Innovative individual who employs entrepreneurial characteristics, problem solver with strong business acumen
- Well established negotiation and communication skills
- Ability to be a strategic thinker to drive continuous improvement and innovation to improve the customers business
- Highly proficient and effective at presenting to executive level audiences.
- Able to manage multiple priorities while influencing the direction of multiple teams to deliver a diverse set of requirements.
- Experience and understanding of Life Sciences, Manufacturing, and associated Facility Services.
- Experience in a business development and senior delivery role is strongly recommended.
- Must be able to manage effectively in a matrix-style organization to lead high-performance team.
- Must be result- driven and could manage projects to get desired outcomes.
- Champions diversity and creates an environment of inclusion
- Possesses a growth mindset and works with positive intent
- Promotes continuous improvement, embraces change and is a change agent
- Commitment to interpersonal effectiveness
- Motivate people to create high-performing teams
- Commitment to interpersonal effectiveness
- Bachelors degree in business related field or equivalent experience with strong business and financial aptitude, MBA preferred
- Minimum of eight years of experience in facility management services and/or B2B support MFG or Life Science clients, including five or more years in major account management.
Competencies:
- Have a mindset of continuous improvement and process-oriented controls
- Ability to work effectively in a culturally and educationally diverse environment
- Coach, mentor, and develop future organizational leaders
- Ability to implement and enforce procedures
- Strong organizational abilities
- Ability to travel 50% for both internal and external meetings
The compensation for the position is: $67,750.00 - 315,000.00
C&W Services is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1- or email . Please refer to the job title and job location when you contact us.
INCO: C&W Services #J-18808-LjbffrCustomer Service/Sales
Posted today
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**Position Purpose:**
Customer Service/Sales associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. These associates learn about products using our tools, and provide information to customers in order to sell an entire project. Associates in this position will learn how to greet, qualify, recommend and close every customer in their department, and know how to handle basics in adjacent departments. Customer Service/Sales associates maintain the in-stock condition of assigned areas, and ensure it is clean, shop-able, and safe. Each associate has the responsibility of providing a safe working and shopping environment by following all safety policies & standards, completing specified safety training, immediately correcting hazards & unsafe conditions or reporting conditions to the Manager on Duty, and working safely as not to endanger themselves, co-workers, vendors, or customers. These associates work in cooperation with their Department Supervisor and other associates in their department as well as other departments. Specific store departments may include Building Materials, Décor, Electrical, Flooring, Garden, Hardware, Kitchen & Bath, Lumber, Millwork, Paint, Plumbing and Tool Rental. The Customer Service/Sales position types may include Department Sales, Lead Generator, Pro Account Sales, Sales Specialist, Special Services, and Customer Order Specialist.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. - $15.00 - $18.00