Client Services Representative

32792 Winter Park, Florida Florida Staffing

Posted 4 days ago

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Job Description

Client Services Representative

We are looking for a Client Services Representative to join a team in Winter Park, Florida. This position offers a dynamic opportunity to support clients while utilizing your administrative and technical expertise in wealth management platforms. If you excel at providing exceptional client service and thrive in a fast-paced environment, we encourage you to apply.

Responsibilities:

  • Serve as the primary point of contact for incoming client inquiries, ensuring exceptional service and support.
  • Handle incoming calls professionally, addressing client needs and resolving issues efficiently.
  • Utilize various wealth management software platforms such as RedTail, WealthScape, Envestnet, and eMoney to assist clients.
  • Perform administrative tasks with proficiency in Microsoft Office applications.
  • Collaborate with team members to ensure seamless client experiences.
  • Maintain accurate records and documentation in compliance with organizational standards.
  • Support clients in navigating financial tools and resources provided by the organization.
  • Stay updated on industry trends and software updates to enhance service quality.
  • Assist with tasks related to life and health agent licensing when applicable.

Requirements:

  • Proven experience in administrative support or client services roles.
  • Familiarity with wealth management platforms such as RedTail Technology and eMoney.
  • Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
  • Strong communication skills and a client-focused approach.
  • Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
  • Life and health agent licensing (2-18) and A license are highly desirable.
  • Detail-oriented mindset with excellent organizational skills.
  • Commitment to maintaining confidentiality and professionalism.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go.

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Client Services Representative

32703 Apopka, Florida Florida Staffing

Posted 4 days ago

Job Viewed

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Job Description

Client Service Representative

We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pet's health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking for a personable yet highly professional "service extraordinaire" to join us in delivering our mission to our clients and their pets.

Why We Need You

As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities. The CSR is the pivot around which the hospital operates and is responsible for:

  • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
  • Scheduling and confirming appointments.
  • Placing outbound calls for follow-ups and reaching out to prospective clients.
  • Presenting and explaining fees, including processing payments.
  • Recommending, selecting, and obtaining products and services, including prescriptions.
  • Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).
  • Managing medical records, charts, reports and correspondence.
  • Hospital maintenance (including removal of animal waste) and ensuring that facility is neat and clean at all timesboth inside and outside.

The Benefits Continue To Grow:

  • Access to the people and financial resources of a large veterinary community
  • Growth & leadership opportunities
  • Medical, dental & vision
  • Generous hospital discounts and product discounts
  • Employer-paid life, long- and short-term disability insurance
  • Paid vacation and sick time
  • Paid parental leave
  • 401(k)
  • Free mental health resources and wellness subscriptions (Headspace)
  • Referral bonuses
  • Infertility benefits
  • Competitive wage

Compensation is based on skill set, and experience. Candidates must be positive and motivated. The hospital team meets frequently, and your ideas and suggestions are encouraged to help us continue to grow. Our team takes pride in fostering an atmosphere of mutual respect and recognition while being adaptable, goal driven and engaged. We work hard to protect our culture and assure we hire associates that are going to have the determination to rise above obstacles, wear multiple hats and work as a team.

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.

Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more! The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development). We are proud to be an Equal Opportunity Employer - Veterans / Disabled.

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Client Services Representative

32703 Apopka, Florida Veterans Staffing

Posted 4 days ago

Job Viewed

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Job Description

Client Service Representative

We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pet's health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking for a personable yet highly professional "service extraordinaire" to join us in delivering our mission to our clients and their pets.

Why We Need You

As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities. The CSR is the pivot around which the hospital operates and is responsible for:

  • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
  • Scheduling and confirming appointments.
  • Placing outbound calls for follow-ups and reaching out to prospective clients.
  • Presenting and explaining fees, including processing payments.
  • Recommending, selecting, and obtaining products and services, including prescriptions.
  • Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).
  • Managing medical records, charts, reports and correspondence.
  • Hospital maintenance (including removal of animal waste) and ensuring that facility is neat and clean at all timesboth inside and outside.

The Benefits Continue To Grow:

  • Access to the people and financial resources of a large veterinary community
  • Growth & leadership opportunities
  • Medical, Dental & Vision
  • Generous hospital discounts and product discounts
  • Employer-paid life, long- and short-term disability insurance
  • Paid vacation and sick time
  • Paid parental leave
  • 401(k)
  • Free mental health resources and wellness subscriptions (Headspace)
  • Referral bonuses
  • Infertility benefits
  • Competitive wage

Compensation is based on skill set, and experience. Candidates must be positive and motivated. The hospital team meets frequently, and your ideas and suggestions are encouraged to help us continue to grow. Our team takes pride in fostering an atmosphere of mutual respect and recognition while being adaptable, goal driven and engaged. We work hard to protect our culture and assure we hire associates that are going to have the determination to rise above obstacles, wear multiple hats and work as a team.

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.

Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision, and paid vacation/sick days, 401(k), generous employee pet discounts and more!

The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development). We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com.

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Client Services Administrator

32792 Winter Park, Florida Advisor Employee Services

Posted 6 days ago

Job Viewed

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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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Client Services Representative

32703 Apopka, Florida VCA Animal Hospitals

Posted 6 days ago

Job Viewed

Tap Again To Close

Job Description

Client Service Representative

We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pet's health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking for a personable yet highly professional "service extraordinaire" to join us in delivering our mission to our clients and their pets.

Why We Need You

As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities. The CSR is the pivot around which the hospital operates and is responsible for:

  • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
  • Scheduling and confirming appointments.
  • Placing outbound calls for follow-ups and reaching out to prospective clients.
  • Presenting and explaining fees, including processing payments.
  • Recommending, selecting, and obtaining products and services, including prescriptions.
  • Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).
  • Managing medical records, charts, reports and correspondence.
  • Hospital maintenance (including removal of animal waste) and ensuring that facility is neat and clean at all timesboth inside and outside.

The Benefits Continue To Grow:

  • Access to the people and financial resources of a large veterinary community
  • Growth & leadership opportunities
  • Medical, Dental & Vision
  • Generous hospital discounts and product discounts
  • Employer-paid life, long- and short-term disability insurance
  • Paid vacation and sick time
  • Paid parental leave
  • 401(k)
  • Free mental health resources and wellness subscriptions (Headspace)
  • Referral bonuses
  • Infertility benefits
  • Competitive wage

Compensation: Is based on skill set, and experience

Candidates must be positive and motivated. The hospital team meets frequently, and your ideas and suggestions are encouraged to help us continue to grow. Our team takes pride in fostering an atmosphere of mutual respect and recognition while being adaptable, goal driven and engaged. We work hard to protect our culture and assure we hire associates that are going to have the determination to rise above obstacles, wear multiple hats and work as a team.

If you are a current associate, you need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.

View Now

Client Services Representative

32792 Winter Park, Florida Accountemps

Posted 6 days ago

Job Viewed

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Job Description

Accountemps - JobID: -usen ( Accountemps' industry expertise will help you find positions well-matched to your unique skill set and requirements. Above all, we want to help you find a job that makes you happy and allows you to thrive while ensuring you top pay, great benefits and free ongoing training courses.Land This Job Today >>

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Client Services Representative

32703 Apopka, Florida VCA Animal Hospitals

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

**Client Service Representative**
We are seeking an experienced Client Service Representative to join our team.
At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations.
We're looking for a personable yet highly professional "service extraordinaire" to join us in delivering our mission to our clients and their pets.
**Why We Need You**
As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities. The CSR is the pivot around which the hospital operates and is responsible for:
- Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
- Scheduling and confirming appointments.
- Placing outbound calls for follow-ups and reaching out to prospective clients.
- Presenting and explaining fees, including processing payments.
- Recommending, selecting, and obtaining products and services, including prescriptions.
- Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).
- Managing medical records, charts, reports and correspondence.
- Hospital maintenance (including removal of animal waste) and ensuring that facility is neat and clean at all times-both inside and outside.
**The Benefits Continue To Grow:**
+ Access to the people and financial resources of a large veterinary community
+ Growth & leadership opportunities
+ Medical, Dental & Vision
+ Generous hospital discounts and product discounts
+ Employer-paid life, long- and short-term disability insurance
+ Paid vacation and sick time
+ Paid parental leave
+ 401(k)
+ **Free** mental health resources and wellness subscriptions (Headspace)
+ Referral bonuses
+ **Infertility benefits**
+ Competitive wage
**Compensation:** Is based on skill set, and experience
Candidates must be positive and motivated. The hospital team meets frequently, and your ideas and suggestions are encouraged to help us continue to grow. Our team takes pride in fostering an atmosphere of mutual respect and recognition while being adaptable, goal driven and engaged. We work hard to protect our culture and assure we hire associates that are going to have the determination to rise above obstacles, wear multiple hats and work as a team.
**If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.**
Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!
The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development)
We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com
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About the latest Customer service representatives Jobs in Orlando !

Client Services Temporary Worker

32885 Orlando, Florida City National Bank

Posted 2 days ago

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Job Description



Client Services Temporary Worker

Job ID



Category

Client Services Group

Type

Full-Time

Workplace policy

Hybrid

Overview

Client Services Specialist - Temporary Worker

Client Services Specialist is responsible for meeting the servicing needs and expectations of the large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services.

Principal Duties and Responsibilities:

    Assist with day-to- day client requests such as updating account information (data entry), completing new account forms and updates.
  • Proactively initiates contact with clients as needed to collect any pending information/documentation.
  • Respond to client inquiries promptly via email, phone. Provide updates as necessary.
  • Assist with large maintenance/project clean up i.e. document review/system review. Keep excellent tracking form
  • Account Maintenance Project:
    • Ensure all project deliverables are completed, reviewed, and meet quality standards
    • Submit final outputs to stakeholders or clients as per agreed timelines
    • Compile and organize all project-related documentation for record-keeping
    • Address and resolve any last-minute issues or discrepancies
    • Communicate the project's closure status, outcomes, and achievements to all stakeholders
    • Provide ongoing support as required, including answering questions or resolving issues related to the project.
  • Responsible for uploading/scanning documents in WebDirector:

    • Organize and prepare documents for scanning or uploading, ensuring accuracy and completeness.

    • Operate scanning equipment to digitize physical documents.

    • Ensure all pages are scanned in proper order and with high-quality resolution.

    • Upload scanned or digital files to WebDirector promptly.

    • Verify that files are categorized correctly and tagged with appropriate metadata (e.g., client names, dates, or document types).

    • Review uploaded documents to confirm they are complete and legible.

    • Address any discrepancies or errors, re-scanning or re-uploading files as needed.

    • Coordinate with internal teams to prioritize document uploads or address specific requests.

    • Notify relevant stakeholders once documents have been successfully uploaded.

  • Responsible for handling and processing all client requests or inquires related to Deposit accounts including but not limited to:

    • CIS maintenance changes.

    • Correcting CIP errors.

    • Close accounts, complete closing code reason.

    • Address changes.

    • Change of Signer maintenance (including the issuance and collection of all appropriate signature documents and disclosures as applicable).

    • Deposit Research - statements, check copies, balance inquiries, etc.

  • Composes and types letters, emails, and other special reports related to clients' needs.

  • Organizes and maintains files on all clients for deposits & loans. Create customers' folder and any subfolder (following template).

  • Effectively communicates with other departments within the Bank, fully understanding the importance of teamwork and communication.

  • Ensures compliance with the Bank's operational, regulatory, and security policies and procedures.

  • Maintains confidentiality and keeps a professional demeanor at all times.

  • Maintains compliance with established thresholds for Regulatory Excellence key risk indicators.

  • Attends training and remains current on rules and regulations required to successfully perform the role.

Qualifications
  • 2-5 years of client service experience, preferably in the financial service industry
  • In-depth knowledge of banking products.
  • Highly motivated self-starter.
  • Must be proficient in: loan/depository systems.
  • Proficient in Microsoft Word, Excel, and Outlook.
  • Excellent verbal and written communication skills.
  • Strong attention to detail and proven ability to multitask effectively.
  • Excellent interpersonal skills, phone manners and customer service skills are essential.
Education
  • Associate's Degree in Business or related field.
Special Instructions to Candidates
  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
  • Please view Equal Employment Opportunity Posters provided by OFCCPhere.
  • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
  • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at

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2026 Charles Schwab Internship - International Client Services

32806 Orlando, Florida Charles Schwab

Posted today

Job Viewed

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Job Description

**Your opportunity**
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Throughout the 9-week paid International Client Services internship, there will be inspiring opportunities that welcome you into the Schwab culture and immerse you into your role. The interactive program focuses on a variety of opportunities which feature a business track project, an intern cohort project, learning activities, volunteering in the community, a dedicated intern leader, networking, and exploring your unique personal strengths! In this role, you will learn how to translate data into insights to inform business strategy and prioritization, distill large data sets into leadership ready reports and presentations, influence peers and manage up and how to get things done through other people and cross-functional business partners across a variety of channels. If you are passionate about gaining insight into Schwab's International Client Services Experience this is the role for you.
Come "challenge the status quo" for the Summer of 2026 and learn what is means to be the next generation of Schwab change makers!
**What you have**
As an intern, it's not about what you know, it's about what you are willing to learn. We're seeking passionate students who are ready to own their Early Talent career and have the courage to ask "why".
**Required Qualifications**
+ Be currently enrolled in a bachelor's degree program
+ Have enough credit hours to put you at a junior level status at a 4-year college or university
+ Have not already completed your bachelor's degree
+ Able and willing to relocate at your own expense if relocation is needed
+ Ability to work full time and be on-site at one of the Schwab locations during the 9-week program (June 8, 2026 to August 7, 2026)
+ Able to start full time employment during business hours between August 2026 - September 2027
+ Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
**Preferred Qualifications**
+ Pursuing a degree in Business Administration, International Business, Economics, Data & Analytics or related major
+ Excellent communication and interpersonal skills with examples of opportunities you had to utilize those to achieve a purpose
+ Strong MSOffice skills particularly PowerPoint and Excel
+ Analytical skills
+ Ability to connect disparate information to tell a story
+ Have a sense of curiosity; want to know the "why" behind the "what"
+ Desired, but not required: fluent in Chinese and/or Spanish
#campus
**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.
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-Private Client Services Senior Manager

32806 Orlando, Florida EY

Posted 11 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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  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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