Client Services Administrator

32792 Winter Park, Florida Advisor Employee Services

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Job Description

Client Service Administrator

Do you have a passion for the back office of the financial industry? Can you process important client paperwork and maintain a relationship with our clients? We are a long-standing financial firm in Winter Park, FL and are looking for a strong, detail-oriented Client Service Administrator to ensure a smooth client acquisition process from opening accounts, transfer of assets, communicating with the client throughout the process, and maintaining the client relationship after the acquisition. We are seeking a hard-working, positive individual to join our established but growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!

Our office prides itself on providing the ultimate client experience. You can make a direct impact on our clients financial freedom!

Base pay range

$45,000.00/yr - $55,000.00/yr

Minimum Qualifications
  • Previous experience in processing new business paperwork in a financial office preferred
  • Intermediate to advanced computer skills
  • Experience with Excel required
  • Experience with Brokerage account paperwork and transfers preferred
  • Experience with Annuity paperwork and transfers preferred
  • Understanding of Tax Qualified and Non-Tax Qualified Accounts preferred
  • Experience with Life Insurance applications preferred
Required Skills
  • Strong organizational skills and attention to detail
  • Ability to demonstrate persistence to achieve quality
  • Excellent communication; both verbal and written
  • Self-directed initiative
  • Process driven
  • Strong follow-through
Responsibilities

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:

  • Complete and process all applications for business submitted by Advisor
  • Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security companies
  • Submit all completed in good order applications and forms to the proper agencies
  • Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward
  • Research and analyze application issues and provide problem resolution
  • Answer Advisors requests and respond to their needs in a timely manner
  • Additional duties and responsibilities as required by management
Benefits
  • Full Medical
  • Generous PTO

Presented by Advisor Employee Services: Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Job Details
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Administrative and Customer Service

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Marketing Coordinator (Automotive Client Services)

32792 Winter Park, Florida Holler Hyundai

Posted 2 days ago

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Job Description

Career Opportunities with Holler Classic Corporate Office

Current job opportunities are posted here as they become available.

Marketing Coordinator (Automotive Client Services) - Central Florida Marketing and Promotions

Central Florida Marketing and Promotions is the digital and traditional in-house marketing agency for the Holler-Classic Auto Group, Mainstreet Daily News, and the Marc Media Group. Were seeking a dynamic Client Services Coordinator to streamline our monthly marketing initiatives and ensure seamless collaboration across teams.

As a Client Services Coordinator, you will collaborate with General Managers to gather monthly promotional offers, communicate creative needs to our marketing team, manage the compliance approval process, and ensure timely deployment of all creative assets. Additionally, you will maintain brand guidelines and perform minor website updates. If youre organized, detail-oriented, and passionate about the automotive industry, we want you on our team!

Essential Duties and Responsibilities include the following:

  1. Coordinate Monthly Offers
  2. Collaborate with GMs to collect and consolidate promotional offers
  3. Ensure offers align with company strategies and dealership goals
  4. Communicate Creative Needs
  5. Develop clear creative briefs based on collected offers
  6. Liaise with the marketing team to outline creative requirements
  7. Manage Compliance Process
  8. Track approvals and communicate feedback for compliance revisions
  9. Ensure Timely Deployment
  10. Coordinate with the digital team to make creatives live promptly
  11. Maintain Brand Guidelines
  12. Keep up-to-date with brand standards and ensure all materials comply
  13. Assist the creative team in adhering to brand guidelines
  14. Perform minor updates to websites, including slideshow banners and staff photos
  15. Ensure website content is current and visually appealing
  16. Aid in the deployment of creative assets across various platforms
  17. Collaborate with teams to ensure smooth implementation

Minimum Qualifications:

  1. Bachelors degree in Business, Marketing, Communications, or related field preferred
  2. 1-3 years in a coordination or client services role, preferably in automotive marketing
  3. Proficient in Microsoft Excel, Word, and Outlook
  4. Strong verbal and written communication skills
  5. Exceptional organizational and time-management skills
  6. Ability to build strong relationships across departments
  7. Positive attitude and eagerness to improve
  8. Passion for automotive industry and marketing

Supervisory Responsibilities:

  1. None

Job Type:

  1. Full-time
  2. 401(k) & 401(k) Matching
  3. Employee Assistance Program
  4. Health Insurance
  5. Vision Insurance
  6. Life Insurance
  7. Flexible Spending Account
  8. Paid Time Off After 6 months
  9. Referral Program
  10. Associate Discount Program

Pay:

  1. This is a non-exempt position.
  2. $18.00-$22.00/hr based on experience

Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process.

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Marketing Coordinator (Automotive Client Services)

32792 Winter Park, Florida Holler Classic

Posted 11 days ago

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Job Description

Marketing Coordinator (Automotive Client Services)- Central Florida Marketing and PromotionsCentral Florida Marketing and Promotions is the digital and traditional in-house marketing agency for the Holler-Classic Auto Group, Mainstreet Daily News and the Marc Media Group. We're seeking a dynamic Client Services Coordinator to streamline our monthly marketing initiatives and ensure seamless collaboration across teams.As a Client Services Coordinator, you will collaborate with General Managers to gather monthly promotional offers, communicate creative needs to our marketing team, manage the compliance approval process, and ensure timely deployment of all creative assets. Additionally, you will maintain brand guidelines and perform minor website updates. If you're organized, detail-oriented, and passionate about the automotive industry, we want you on our team!Essential Duties and Responsibilities include the following: Coordinate Monthly Offers Collaborate with GMs to collect and consolidate promotional offers Ensure offers align with company strategies and dealership goals Communicate Creative Needs Develop clear creative briefs based on collected offers Liaise with the marketing team to outline creative requirements Manage Compliance Process Track approvals and communicate feedback for compliance revisions Ensure Timely Deployment Coordinate with the digital team to make creatives live promptly Maintain Brand Guidelines Keep up-to-date with brand standards and ensure all materials comply Assist the creative team in adhering to brand guidelines Perform minor updates to websites, including slideshow banners and staff photos Ensure website content is current and visually appealing Aid in the deployment of creative assets across various platforms Collaborate with teams to ensure smooth implementationMinimum Qualifications: Bachelor's degree in Business, Marketing, Communications, or related field preferred 1-3 years in a coordination or client services role, preferably in automotive marketing Proficient in Microsoft Excel, Word, and Outlook Strong Verbal and Written communication skills Exceptional organizational and time-management skills Ability to build strong relationships across departments Positive attitude and eagerness to improve Passion for automotive industry and marketingSupervisory Responsibilities: NoneJob Type: Full-timeBenefits: 401(k) & 401(k) Matching Employee Assistance Program Health Insurance Dental Insurance Vision Insurance Life Insurance Flexible Spending Account Paid Time Off After 6 months Referral Program Associate Discount ProgramPay: This is a non-exempt position. $20.00-27.00/hr based on experienceHoller and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process.

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Tax Manager - Private Client Services

32885 Orlando, Florida CohnReznick

Posted 1 day ago

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Job Description

As CohnReznick grows, so do our career opportunities.As one of the nations top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!

CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.

We currently have an exciting career opportunity for a Tax Manager - Private Client Services to join the team in our Sunrise office.

CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.

YOUR TEAM.

This position will support our Private Client ServicesGroup . You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients.

WHY COHNREZNICK?

At CohnReznick, were united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether its working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your why at the firm.

We believe its important to balance work with everyday life and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.

YOUR ROLE.

Responsibilities include but not limited to:

  • Serving as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, final deliverable development, and billing and collections.
  • Leading and managing multiple tax engagements that integrate tax efficiency with long-term tax planning strategies
  • Presenting federal and state income tax returns and strategizing for clients
  • Working with all types of business entities including corporations, partnerships, trusts, estates, fiduciary, and foundations
  • Identifying industry/client tax planning opportunities and issues
  • Implementing tax advice in response to new legislations and planning
  • Facilitating complex tax research, and establishing tax strategies for various client business transactions
  • Advising regarding IRS and state issues, and responding to correspondence and audits
  • Assisting with interim tax projections and year end closeouts
  • Providing supervision, training, and mentoring to tax staff, seniors and other team members

YOUR EXPERIENCE.

The successful candidate will have:

  • 5+ years of work experience in another public accounting firm
  • PCS experience required
  • Bachelors Degree required
  • CPA or Enrolled Agent licensure required
  • Strong experience using Microsoft Office Suite
  • Knowledge of tax software such as CCH Axcess
  • Exceptional organizational and communication (verbal and written) skills

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if youre excited about this role but your experience doesnt align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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Tax Director - Private Client Services

32885 Orlando, Florida EisnerAmper

Posted 3 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 What Work You Will be Responsible For: 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 Basic Qualifications: 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 Preferred/Desired Qualifications: 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. #J-18808-Ljbffr

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Client Services and Office Coordinator

Orlando, Florida Build My Great Team

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Job Description

Job Description

Groover Law Firm

Job Summary

About the Role
At Groover Law, we’re seeking a warm, organized, and reliable professional to serve as the first point of contact for our estate planning, probate, and fiduciary clients. As Client Services and Office Coordinator, you’ll play a key role in welcoming clients, coordinating consultations, managing intake, and supporting the firm’s outreach efforts. You’ll help ensure every interaction with our firm is professional, compassionate, and seamless.

Key Responsibilities

  • Serve as the first voice and face of the firm—greeting clients and answering inquiries with empathy and professionalism
  • Schedule consultations, assist with onboarding, and manage client records
  • Support attorneys with basic administrative tasks and final documentation
  • Maintain a clean, organized, and welcoming front office environment
  • Manage mail, deliveries, and ensure timely distribution
  • Monitor and restock office supplies to maintain a well-organized workspace

Requirements

What We’re Looking For

  • Friendly, professional communicator with strong organizational skills
  • 3 – 5 years of customer service experience in a professional setting, legal preferred
  • Tech-savvy with experience - Clio Grow or similar CRM tools, preferred
  • Dependable, detail-oriented, and able to manage multiple priorities
  • Able to handle confidential information with care
  • Local and available to work in-office Monday–Friday9:00 am – 5:00 pm

Benefits

Compensation and Benefits

  • Competitive Salary: $45,000 - $55,000 (depending on experience)
  • Benefits: Insurance/Stipend
  • Vacation
  • Paid Holidays


Why Join Us?

At Groover Law, you’ll work with a close-knit, purpose-driven team that values professionalism, care, and community. We offer a supportive work environment, paid holidays, office closure between Christmas and New Year’s, and bonus potential.

To apply, please send your resume and a brief cover letter. No agencies, please. Learn more at

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US Seasonal Tax-Private Client Services Senior Manager

32806 Orlando, Florida EY

Posted 6 days ago

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Job Description

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

32806 Orlando, Florida Charles Schwab

Posted 1 day ago

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**Your opportunity**
As a **International Client Service Associate** , you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to "Own Their tomorrow."
**NOTE:** **This** **position is based in Orlando, FL and available for a Hybrid schedule post training.**
**What you have**
**Required Qualifications:**
· Must be able to read, write, and speak in Mandarin/Cantonese.
· Series 7 & 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.
· Well-developed and effective communication skills to establish trust and rapport with clients through both verbal and written communication
· Available to work in a structured schedule and adhere to assigned schedule including lunch and break time as pre-determined by business need.
· Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
· Willingness and desire to learn in a fast-paced and evolving environment.
**Preferred Qualifications:**
· 2+ years of college study in finance, economics, business administration, or related area; bachelor's degree is preferred.
· 2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails.
· Basic to intermediate knowledge of investment products. Ability to explain these complex subjects via the phone.
· Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and apply sound judgment when taking action(s) to achieve client objectives via phone/chat/email.
· Flexible and able to work on emails/chats/phones as business needs change.
· High flexibility in shift times especially early in the morning as business needs.
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ Base salary + annual bonus
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
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US Seasonal Tax-Financial Services Organization-Private Client Services- Manager

32806 Orlando, Florida EY

Posted 6 days ago

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Job Description

Location: Anywhere in Country
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - FSO-PCS**
Financial Services Organization 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**
EY is currently seeking experienced seasonal tax professionals for our tax season. 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 includes reviewing complex individual tax returns for our Private Tax clients. In this role you'll be able to work remotely from within the United States.
**Skills and attributes for success**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Experience performing high quality review of complex tax returns
+ Knowledge/experience in handling Individual, Gift, Trust, and Estate Tax Returns- 1040, 1041, 706, 709
+ Comfort with working remotely in a virtual team environment including working with an offshore shared services center
**To qualify for the role you must have**
+ Valid US Certified Public Accountant (CPA) license or Enrolled Agent (EA) or active state bar membership
+ A bachelor's degree in Accounting, Finance, Business, or a related discipline
+ A minimum of 5 years of relevant experience in tax compliance for private client individuals in financial services
+ 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 .
View Now

US Seasonal Tax-Financial Services Organization- Private Client Services-Manager

32806 Orlando, Florida EY

Posted 6 days ago

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Job Description

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

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