Client Services Coordinator

10606 White Plains, New York COGNITIVE AND BEHAVIORAL CONSULTANTS, LLP

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Organizational Overview Founded in 2004, Cognitive & Behavioral Consultants (CBC) is a leading mental health organization committed to helping individuals and families thrive. CBC specializes in evidence-based therapies, providing high-quality psychological care to children, adolescents, adults, couples, and families. Our mission is twofold: To create lasting, positive change for our clients through personalized, evidence-based treatment plans. To train and empower professionals locally, nationally, and globally to deliver top-tier care. At CBC, our clinical team is renowned for their expertise in therapies such as Cognitive Behavioral Therapy (CBT), Dialectical Behavior Therapy (DBT), Acceptance and Commitment Therapy (ACT), and more. We also offer extensive training and consultation services for schools, organizations, and businesses. Our collaborative environment fosters professional growth and ensures our clinicians have the tools to excel in their practice while delivering cutting-edge treatments. Position Overview CBC is dedicated to providing exceptional support and services to our clients and team members. We are looking for a highly organized and proactive Client Services Coordinator to ensure seamless operations, provide excellent client service, and support various administrative and program functions. Responsibilities Client & Visitor Support: Provide a welcoming and efficient point of contact for clientele, CBC personnel, and visitors. Ensure the front desk is covered at all times. Monitor practice voicemail, track issues, and resolve inquiries. Assist clients, visitors, and clinicians with ad hoc requests. Administrative Support: Open or close, and maintain the office. Assist with onboarding and offboarding tasks. Provide basic AV/IT support and assist with in-person trainings. Set up and coordinate refreshments for staff and large meetings. Manage the setup of chairs, tables, AV equipment, and catering. Handle client paperwork, including monitoring Jotform, creating/editing forms, uploading documents to charts, and managing closed chart processes. Process medical record requests. Facility & Equipment Management: Manage supply inventory, ordering, and distribution across three facilities. Open packages and store supplies appropriately. Coordinate with vendors to resolve equipment issues and track maintenance. Ensure offices, conference rooms, reception areas, and restrooms are maintained and presentable. Coordinate repairs, vendor interactions, and landlord communications. Collect and distribute mail. Company Volunteer & Community Engagement Activities: Organize, coordinate and support CBC’s engagement and outreach events, including identifying volunteer opportunities and coordinating logistics. Support with marketing and social media projects. Program & Project Management: Drive administrative workflows for assigned programs. Coordinate program communications, ensuring effective dissemination of information. Gather and communicate program needs to marketing and outreach teams. Facilitate meetings by arranging schedules, creating agendas, taking minutes, and tracking action items. Manage onboarding and offboarding processes for program staff and trainees. Maintain and organize program documents, materials, and supplies. Track and maintain program data. Assist Program Directors and Coordinators with administrative tasks as needed. Ensure compliance with HIPAA regulations. Provide support to the Administrative Manager and Executive Director as required. General Support: Provide assistance with administrative tasks and special projects as needed. Other duties as assigned. Working Conditions: With or without reasonable accommodation, the Administrative Coordinator (AC) must possess and maintain the physical and mental capacity to perform the essential duties of the position, which may include: Frequent sitting, standing, walking, and use of hands and arms to reach, type, or handle office materials. Occasionally stooping, kneeling, crouching, or lifting and moving objects up to 25 pounds. Clear vision to read documents and computer screens, hearing and speaking for effective communication in person and via telephone, and writing skills to document and process information accurately. Mobility and manual dexterity to operate standard office equipment, such as computers, printers, and phones, within a standard office environment. Communication Requirements: Effectively review, summarize, and communicate key information to support problem-solving and decision-making. Participate in meetings and present solutions, goals, and objectives to internal teams and external partners with clarity and professionalism. Complexity and Independent Action: Address a range of operational and programmatic challenges by evaluating and implementing efficient solutions. Exercise independent judgment to prioritize tasks and adapt procedures to meet the dynamic needs of the role. Travel Occasional travel may be required to support off-site meetings or operational needs. Qualifications Minimum of 2 years of healthcare and administrative experience. Excellent organizational and time management skills. Strong analytical and problem-solving abilities with attention to detail. Ability to manage multiple tasks in a fast-paced, evolving environment. Excellent written and verbal communication skills. Proficiency in technology, including Microsoft Office, Google Suite, Zoom, and Apple, Canva platforms. Strong interpersonal skills and ability to build relationships with staff, vendors, patients, and professionals. Initiative, follow-through, and a strong work ethic. Proactive problem-solving approach with sound decision-making capabilities. Highly resourceful team player with the ability to work independently. Ability to accept and apply constructive feedback. Demonstrates the highest level of discretion and confidentiality. 5 days a week on-site, with evening hours expected. Why Join CBC? At CBC, we believe in fostering a workplace that empowers you to thrive professionally and personally. Joining our team means becoming part of a mission-driven organization where collaboration, innovation, and growth are at the heart of everything we do. Together, we create meaningful change in the lives of individuals and families. Here’s why you’ll love being part of CBC: Generous Paid Time Off: Recharge with ample paid time off to prioritize your well-being 80 hours of paid vacation after 90 days, 120 hours after one year, 160 hours after the second year. 16 hours of personal time off each year after 90 days of service. Paid holidays, including a floating cultural holiday. 40 hours of paid sick and safe leave annually. Professional Development: Access to professional development funds managed by the finance team. Health and Wellness: Comprehensive insurance programs Long-term disability benefits and salary continuation Lactation accommodations for new parents Employee Assistance Program (EAP) for confidential support Flexible Spending Accounts (FSA) Health Savings Accounts (HSA) Life Insurance Retirement and Financial Security: Employer-sponsored retirement plan options with up to 3.5% employer matching. Work-Life Balance: Supportive workplace policies, including grievance and open-door communication. Additional Benefits: Transportation Benefit Plan (Pre-tax commuter and parking benefits) Bereavement leave for immediate family members. Voluntary Lifestyle Benefits (Pet Insurance and Legal Benefits plan) Paid leave for jury duty and voting. Collaborative Environment: Join a team that values empathy, cooperation, and mutual support, where your voice matters. Diverse Career Opportunities: Shape your career path with roles that align with your interests and aspirations. Family-Like Culture: Be part of a supportive, close-knit team that genuinely cares about your success and happiness. If you're passionate about making a meaningful impact in the lives of individuals by supporting a team that delivers exceptional psychological care, CBC is the place for you. Take the next step in your career and help transform lives with CBC. Apply today! Cognitive & Behavioral Consultants (CBC) is an equal-opportunity employer. We embrace diversity and are committed to creating an inclusive environment for all employees. #J-18808-Ljbffr

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CLIENT SERVICES COORDINATOR

11415 Kew Gardens, New York City of New York

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Client Services Coordinator

The Mayor's Office to End Domestic and Gender-Based Violence (ENDGBV) develops policies and programs, provides training and prevention education, conducts research and evaluations, performs community outreach, and operates the New York City Family Justice Centers. The Office collaborates with City agencies and community stakeholders to ensure access to inclusive services for survivors of domestic and gender-based violence (GBV). The Mayor's Office to End Domestic and Gender-Based Violence is recruiting for one (1) Community Coordinator to function as a CLIENT SERVICES COORDINATOR. Under the supervision of the Executive Director, the Client Services Coordinator assists with the coordination of the delivery of domestic and gender-based violence services to clients at the Queens FJC (QFJC). This work includes, but is not limited to:

  • Assist in the coordination of the delivery of client services at the QFJC by supporting the Executive and Deputy Director with regard to addressing client coordination and service provision issues.
  • Assist in the development of new linkages and referrals for specialized client services, which include family violence, elder abuse, trafficking, and sexual assault and provide support and assistance to partner agency staff with making appropriate offsite referrals and linkages.
  • Work closely with partner agency staff on high-risk cases and liaise with the Mayor's Office and other city agencies when applicable.
  • Liaise with District Attorney's Office and their victim support staff to arrange mutual referrals, as appropriate.
  • Assist in the training of all on-site partners, including new staff, interns and volunteers on procedures, forms, protocols, and use of FJC application to support client service coordination.
  • Respond to requests by clients for assistance made via phone to our main line as well as correspondence received by ENDGBV's main office.
  • Assist in the management, coordination, and administration of the existing QFJC economic empowerment classes and other on-site client programs and special events including scheduling, ordering of materials and assistance with recruitment.
  • Conduct regular trainings at the QFJC in the areas of economic empowerment and client service coordination.
  • Develop a comprehensive directory of financial empowerment programming and other social service programming available for QFJC clients.
  • Assist with outreach events when needed, including covering possible night and weekend events.
  • Perform all requested duties related to the administration of the QFJC.
  • Perform other duties, as deemed necessary by the Executive Director.

Work Location: 126-02 82nd Avenue, Kew Gardens, NY 11415

Hours/Schedule: Monday-Friday, 9:00 a.m. to 5:00 p.m.

Qualifications:

  • 1. A baccalaureate degree from an accredited college and two years of experience in community work or community centered activities in an area related to the duties described above; or
  • 2. High school graduation or equivalent and six years of experience in community work or community centered activities in an area related to the duties as described above; or
  • 3. Education and/or experience which is equivalent to "1" or "2" above. However, all candidates must have at least one year of experience as described in "1" above.

The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

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Client Services Coordinator

10606 White Plains, New York Cognitive & Behavioral Consultants

Posted 2 days ago

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Join to apply for the Client Services Coordinator role at Cognitive & Behavioral Consultants 4 months ago Be among the first 25 applicants Join to apply for the Client Services Coordinator role at Cognitive & Behavioral Consultants Get AI-powered advice on this job and more exclusive features. Organizational Founded In 2004, Cognitive & Behavioral Consultants (CBC) Is a Leading Mental Health Organization Committed To Helping Individuals And Families Thrive. CBC Specializes In Evidence-based Therapies, Providing High-quality Psychological Care To Children, Adolescents, Adults, Couples, And Families. Our Mission Is Twofold To create lasting, positive change for our clients through personalized, evidence-based treatment plans. To train and empower professionals locally, nationally, and globally to deliver top-tier care. Organizational Founded In 2004, Cognitive & Behavioral Consultants (CBC) Is a Leading Mental Health Organization Committed To Helping Individuals And Families Thrive. CBC Specializes In Evidence-based Therapies, Providing High-quality Psychological Care To Children, Adolescents, Adults, Couples, And Families. Our Mission Is Twofold To create lasting, positive change for our clients through personalized, evidence-based treatment plans. To train and empower professionals locally, nationally, and globally to deliver top-tier care. At CBC, our clinical team is renowned for their expertise in therapies such as Cognitive Behavioral Therapy (CBT), Dialectical Behavior Therapy (DBT), Acceptance and Commitment Therapy (ACT), and more. We also offer extensive training and consultation services for schools, organizations, and businesses. Our collaborative environment fosters professional growth and ensures our clinicians have the tools to excel in their practice while delivering cutting-edge treatments. Position Overview CBC is dedicated to providing exceptional support and services to our clients and team members. We are looking for a highly organized and proactive Client Services Coordinator to ensure seamless operations, provide excellent client service, and support various administrative and program functions. Responsibilities Client & Visitor Support: Provide a welcoming and efficient point of contact for clientele, CBC personnel, and visitors. Ensure the front desk is covered at all times. Monitor practice voicemail, track issues, and resolve inquiries. Assist clients, visitors, and clinicians with ad hoc requests. Administrative Support Open or close, and maintain the office. Assist with onboarding and offboarding tasks. Provide basic AV/IT support and assist with in-person trainings. Set up and coordinate refreshments for staff and large meetings. Manage the setup of chairs, tables, AV equipment, and catering. Handle client paperwork, including monitoring Jotform, creating/editing forms, uploading documents to charts, and managing closed chart processes. Process medical record requests. Facility & Equipment Management Manage supply inventory, ordering, and distribution across three facilities. Open packages and store supplies appropriately. Coordinate with vendors to resolve equipment issues and track maintenance. Ensure offices, conference rooms, reception areas, and restrooms are maintained and presentable. Coordinate repairs, vendor interactions, and landlord communications. Collect and distribute mail. Company Volunteer & Community Engagement Activities Organize, coordinate and support CBC’s engagement and outreach events, including identifying volunteer opportunities and coordinating logistics. Support with marketing and social media projects. Program & Project Management Drive administrative workflows for assigned programs. Coordinate program communications, ensuring effective dissemination of information. Gather and communicate program needs to marketing and outreach teams. Facilitate meetings by arranging schedules, creating agendas, taking minutes, and tracking action items. Manage onboarding and offboarding processes for program staff and trainees. Maintain and organize program documents, materials, and supplies. Track and maintain program data. Assist Program Directors and Coordinators with administrative tasks as needed. Ensure compliance with HIPAA regulations. Provide support to the Administrative Manager and Executive Director as required. General Support Provide assistance with administrative tasks and special projects as needed. Other duties as assigned. Working Conditions With or without reasonable accommodation, the Administrative Coordinator (AC) must possess and maintain the physical and mental capacity to perform the essential duties of the position, which may include: Frequent sitting, standing, walking, and use of hands and arms to reach, type, or handle office materials. Occasionally stooping, kneeling, crouching, or lifting and moving objects up to 25 pounds. Clear vision to read documents and computer screens, hearing and speaking for effective communication in person and via telephone, and writing skills to document and process information accurately. Mobility and manual dexterity to operate standard office equipment, such as computers, printers, and phones, within a standard office environment. Communication Requirements Effectively review, summarize, and communicate key information to support problem-solving and decision-making. Participate in meetings and present solutions, goals, and objectives to internal teams and external partners with clarity and professionalism. Complexity And Independent Action Address a range of operational and programmatic challenges by evaluating and implementing efficient solutions. Exercise independent judgment to prioritize tasks and adapt procedures to meet the dynamic needs of the role. Travel Occasional travel may be required to support off-site meetings or operational needs. Qualifications Minimum of 2 years of healthcare and administrative experience. Excellent organizational and time management skills. Strong analytical and problem-solving abilities with attention to detail. Ability to manage multiple tasks in a fast-paced, evolving environment. Excellent written and verbal communication skills. Proficiency in technology, including Microsoft Office, Google Suite, Zoom, and Apple, Canva platforms. Strong interpersonal skills and ability to build relationships with staff, vendors, patients, and professionals. Initiative, follow-through, and a strong work ethic. Proactive problem-solving approach with sound decision-making capabilities. Highly resourceful team player with the ability to work independently. Ability to accept and apply constructive feedback. Demonstrates the highest level of discretion and confidentiality. 5 days a week on-site, with evening hours expected. Why Join CBC? At CBC, we believe in fostering a workplace that empowers you to thrive professionally and personally. Joining our team means becoming part of a mission-driven organization where collaboration, innovation, and growth are at the heart of everything we do. Together, we create meaningful change in the lives of individuals and families. Here’s why you’ll love being part of CBC: Generous Paid Time Off: Recharge with ample paid time off to prioritize your well-being 80 hours of paid vacation after 90 days, 120 hours after one year, 160 hours after the second year. 16 hours of personal time off each year after 90 days of service. Paid holidays, including a floating cultural holiday. 40 hours of paid sick and safe leave annually. Professional Development Access to professional development funds managed by the finance team. Health And Wellness Comprehensive insurance programs Long-term disability benefits and salary continuation Lactation accommodations for new parents Employee Assistance Program (EAP) for confidential support Flexible Spending Accounts (FSA) Health Savings Accounts (HSA) Life Insurance Retirement And Financial Security Employer-sponsored retirement plan options with up to 3.5% employer matching. Work-Life Balance Supportive workplace policies, including grievance and open-door communication. Additional Benefits Transportation Benefit Plan (Pre-tax commuter and parking benefits) Bereavement leave for immediate family members. Voluntary Lifestyle Benefits (Pet Insurance and Legal Benefits plan) Paid leave for jury duty and voting. Collaborative Environment: Join a team that values empathy, cooperation, and mutual support, where your voice matters. Diverse Career Opportunities: Shape your career path with roles that align with your interests and aspirations. Family-Like Culture: Be part of a supportive, close-knit team that genuinely cares about your success and happiness. If you're passionate about making a meaningful impact in the lives of individuals by supporting a team that delivers exceptional psychological care, CBC is the place for you. Take the next step in your career and help transform lives with CBC. Apply today! Cognitive & Behavioral Consultants (CBC) is an equal-opportunity employer. We embrace diversity and are committed to creating an inclusive environment for all employees. Seniority level Seniority level Entry level Employment type Employment type Part-time Job function Job function Business Development and Sales Industries Mental Health Care Referrals increase your chances of interviewing at Cognitive & Behavioral Consultants by 2x Sign in to set job alerts for “Client Services Coordinator” roles. New York City Metropolitan Area $85,000.00-$10,000.00 4 days ago New York City Metropolitan Area 70,000.00- 75,000.00 2 weeks ago Stamford, CT 74,000.00- 80,000.00 2 weeks ago New York City Metropolitan Area 63,000.00- 70,000.00 5 days ago Purchase, NY 55,000.00- 95,000.00 1 week ago Client Services Specialist - Luxury Brand New York City Metropolitan Area 28.00- 35.00 1 week ago New York City Metropolitan Area 85,000.00- 120,000.00 1 week ago New York City Metropolitan Area 100,000.00- 120,000.00 3 months ago Junior Assistant – World Renowned Hospitality Company New York City Metropolitan Area $5 ,000.00- 53,000.00 2 weeks ago White Plains, NY 30.00- 35.00 20 hours ago White Plains, NY 35.00- 40.00 2 weeks ago New York City Metropolitan Area 30.00- 35.00 1 week ago Manhattan, NY 50,000.00- 60,000.00 3 days ago White Plains, NY 70,000.00- 85,000.00 21 hours ago Administrative Specialist 1 Confidential (Ombudsman's Office) Hackensack, NJ 47,400.76- 74,716.17 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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Associate Director, Client Services

07974 New Providence, New Jersey IQVIA INC (US10)

Posted 21 days ago

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Job Overview:


• Manages a group of client service professionals within a part of a large market or region. Responsible for quality and service to client, ensuring client obtains maximum value from products and services.
Principle Accountabilities:
• Manages a staff of client service professionals, providing direction, professional guidance, and developmental opportunities.
• Oversee team workload distribution and proactively manages resource allocation to ensure optimal support across multiple clients.
• Works closely with clients to maximize the value of IQVIA services by translating client requirements into actionable plans and ensuring smooth execution throughout the delivery process.
• Serves as project leader between the client and IQVIA – translates client needs into action plans with the internal service team (i.e., determines responsibilities and periods and negotiates resources with internal departments).
• Supports the development, revision, and ongoing maintenance of client service agreements across business lines, ensuring alignment and consistency in service delivery.
• Leads client account teams to assess needs and communicate insights promptly to stakeholders. Conducts thorough assessments, gathers data from various departments, and accurately conveys information.
• Oversee the team responsible for conducting comprehensive training on IQVIA databases, products, and service protocols (such as report submission deadlines) as required.
• Collaborates with account management to inform pricing strategies by contributing insights and feedback on potential new and existing client opportunities.
• Collaborates cross-functionally to shape and enhance regional and local client service strategies, leveraging insights from client interactions and team performance.
• Establishes and enforces a client escalation process to ensure prompt and effective issue resolution by analysts, escalating as needed to management for timely outcomes and client satisfaction.
• Leads a team engaged in product testing and new solution development, ensuring client-centric innovation through rigorous evaluation, feedback integration, and cross-functional collaboration.
• Leads the recruitment and onboarding process for new analysts, including defining role requirements, participating in interviews, and ensuring smooth integration into the team’s workflows and culture.
• Contributes to and helps lead operational initiatives that enhance the creation of deliverables by streamlining internal processes, aligning resources, and integrating feedback from key stakeholders.


Minimum Education, Experience, & Specialized Knowledge Required:


• Bachelor’s degree or equivalent.
• Minimum of seven (7) years related experience in the service and/or information industry.
• Two (2) years’ experience as an IQVIA Client Service Rep preferred.
• Management experience.
• Pharmaceutical industry experience preferred.
• Three (3) to four (4) years of experience using IQVIA data and products preferred.
• Proficient in PC applications including:
• Microsoft PowerPoint
• Microsoft Excel
• Microsoft Teams
• Smartsheet (Preferred)
• Salesforce: (Preferred)
 

Additional Requirements:


• Business acumen (knowledge of the pharmaceutical industry, including the applications for IQVIA data).
• Change management/process analysis skills.
• Effective communication skills, including the ability to train, present and deal tactfully with clients.
• Project management experience in overseeing or contributing to complex, multi-discipline projects.
• Managerial skills, including a strong focus on team building.
• Knowledge of IQVIA databases preferred.

IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at 

IQVIA is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.

The potential base pay range for this role, when annualized, is $79,600.00 - $221,900.00. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.
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Tax Director - Private Client Services

08830 Iselin, New Jersey EisnerAmper

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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.
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Tax Director - Private Client Services

07424 Woodland Park, New Jersey Weaver

Posted 3 days ago

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Join to apply for the Tax Director - Private Client Services role at Weaver 3 weeks ago Be among the first 25 applicants Join to apply for the Tax Director - Private Client Services role at Weaver Get AI-powered advice on this job and more exclusive features. The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses. A Weaver Tax Director is an entrepreneur who successfully creates new business for the firm and develops the next generation of Weaver’s leaders. The ideal candidate is a CPA with 9+ years of experience in federal tax compliance, planning, and consulting at a public accounting firm. To be successful in this role, the following qualifications are required: Bachelor’s degree in Accounting or related field CPA or EA 9+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts Technical knowledge sufficient to sell and execute engagements in multiple industries Additionally, The Following Qualifications Are Preferred Master’s degree in Accounting or related field Proven ability to manage, mentor, and develop staff Strong relationship management and practice development skills Ability to attract and service new clients and expand services to existing clients Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $120,000 to $00,000 in the California, Maryland, New Jersey, and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. WeaverLEAD We Are Committed To Investing In The Strength Of Our Team. That Is Why We Have Created An Internal Leadership Coaching Program To Train Leaders To Support Other Leaders At Every Level Of The Organization. The Goal Of WeaverLEAD Is To Inspire The Growth And Development Of Our Leaders By L eaning into the experience of exploring new ideas for each individual’s growth as a leader. E ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities. A dapting to the transformation that takes place as a result of participating in the program. D eveloping yourself and others with coaching competencies to create a firm-wide culture of coaching. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. What’s next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible. Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Accounting/Auditing and Finance Industries Accounting Referrals increase your chances of interviewing at Weaver by 2x Get notified about new Tax Director jobs in Little Falls, NJ . New York, NY $135,0 0.00- 150,000.00 3 weeks ago Director, Corporate Accounting (Remote Role) New York, NY 170,000.00- 190,000.00 2 weeks ago New York, NY 115,000.00- 125,000.00 2 months ago New York, NY 85,000.00- 95,000.00 4 days ago New York City Metropolitan Area 3 weeks ago New York, NY 120,000.00- 150,000.00 1 week ago Bergen County, NJ 200,000.00- 250,000.00 2 days ago New York, NY 225,000.00- 240,000.00 1 week ago New York, NY 120,000.00- 140,000.00 1 month ago New York City Metropolitan Area 150,000.00- 160,000.00 2 months ago New York City Metropolitan Area 2 weeks ago Summit, NJ 130,000.00- 190,000.00 2 weeks ago Senior Vice President Management Company Accounting New York City Metropolitan Area 3 weeks ago New York, NY 175,000.00- 200,000.00 1 week ago SVP – Management Company Accounting & Reporting New York City Metropolitan Area $2 0,000.00- 275,000.00 3 weeks ago Senior Director, Technical Accounting & Financial Reporting New York, NY 120,000.00- 145,000.00 1 day ago New York, NY 220,000.00- 250,000.00 3 weeks ago New York, NY 120,000.00- 160,000.00 2 weeks ago New York, NY 192,000.00- 252,000.00 2 weeks ago New York City Metropolitan Area 114,400.00- 171,600.00 2 days ago New York, NY 70,000.00- 76,000.00 1 week ago New York, NY 90,000.00- 110,000.00 7 hours ago New York, NY 100,000.00- 130,000.00 1 month ago New York City Metropolitan Area 22 hours ago New York, NY 90,000.00- 100,000.00 3 weeks ago We’re unlocking community knowledge in a new way. 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Project Manager, Client Services (1576)

07094 Secaucus, New Jersey CoreSite

Posted 6 days ago

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Job Description

2 weeks ago Be among the first 25 applicants The Project Manager is responsible for the timeliness, accuracy and customer satisfaction related to customer deployments and expansions within identified geographic markets. The Project Manager will generally focus on supporting customers in identified geographic markets but may be required to manage multi-market deployments that happen in tandem. The Project Manager will lead and coordinate inter-departmental activities to ensure accurate and timely deployments. The Project Manager will coordinate customer business requirements with Sales Engineering and Data Center Operations and will interact regularly with Sales and Marketing. The Project Manager will support Sales in pre-Sales demonstrations and is responsible for ensuring a smooth and successful customer experience. The Project Manager is responsible for the timeliness, accuracy and customer satisfaction related to customer deployments and expansions within identified geographic markets. The Project Manager will generally focus on supporting customers in identified geographic markets but may be required to manage multi-market deployments that happen in tandem. The Project Manager will lead and coordinate inter-departmental activities to ensure accurate and timely deployments. The Project Manager will coordinate customer business requirements with Sales Engineering and Data Center Operations and will interact regularly with Sales and Marketing. The Project Manager will support Sales in pre-Sales demonstrations and is responsible for ensuring a smooth and successful customer experience. Requirements Duties: · Responsible for the overall planning, implementation/management and close-out of customer move-in, expansion and migration projects · Coordinate with other Project Managers to complete multi-market deployments · Work with customers, Sales Engineering, Data Center Operations, and Sales to develop project scope of work documents, define project deliverables and project plans, and ensure quality delivery and customer delight · Serve as project manager for customer interaction in Market, including the overall planning, management, vendor management and completion of customer deployments and customer projects in a timely manner as identified against project-specific readiness metrics · Verify accuracy of customer implementations against a Master Service Agreement/Order Forms and other approved customer requests, including adherence to contractual Service Level Agreements · Accurately and timely processing of all customer orders (Power, Cross Connection, cage/cabinet builds, and package deliveries); manage support resources to ensure accurate work orders · Ensure excellent customer service throughout the project lifecycle by anticipating customer needs and through pro-active communication with customers and other internal departments · Collaborate with internal business units to evaluate, identify, and resolve risk to projects · Proactively identify areas for process improvement across all areas if the organization to ensure project excellence; collaborate with business units to implement such improvements · First line of contact for pre/post sales implementation in geographic market · Participate on weekly Market calls · Promote and demonstrate the behaviors consistent with CoreSite's culture and 8 Guiding Principles · Proactively identify project improvement opportunities · Respond to email and phone inquiries · Other projects and duties are assigned Knowledge, Skills & Abilities: · Ability to thrive in a hybrid work environment that consists of four days onsite per week · Extreme attention to detail is mandatory · Strong understanding of electrical and mechanical systems in use in a data center environment and IT Infrastructure · Passionate drive to deliver world-class customer service · Strong interpersonal skills are required · Superior project management skills · Ability to work well under pressure and meet deadlines · Innovative and influential, with the ability to drive stakeholders to meet defined timelines and deliverables · Positive, energetic work approach and flexible in support of a high-growth, highly dynamic work environment · Consistent exercise of independent judgment and discretion in matters of significance · Regular, consistent and punctual attendance. Must be able to work nights and weekends, variable schedule(s) and overtime as necessary · Strong understanding of business process analysis, with experience identifying opportunities for improvement and recommending solutions · Excels in a team-oriented work environment · Excellent interpersonal, verbal and written communication skills · Advanced computer skills (primarily Excel and Microsoft Project) · Flexibility and creativity to meet customer needs · Ability to work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Education/Experience: · Project Management Professional (PMP) Certification is required · At least 5 years' experience in customer service · Co-location or data center or telecommunications experience strongly preferred · Bachelor's Degree or equivalent years of experience · Salesforce experience a plus Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the job's essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the job's duties, the employee is occasionally required to stand; walk; sit; use hands to handle, or feel objects; reach with hands and arms; climb stairs; balance; stoop or kneel; talk and hear. The employee must occasionally lift and/or move objects weighing up to 25 pounds. Benefits Not only does CoreSite have a fun, team-focused work environment, but we also offer great benefits to all employees regularly scheduled to work more than 20 hours a week! First-day medical insurance through Cigna with generous premium cost coverage Dental insurance through Delta Dental Vision insurance through VSP Telemedicine through MDLive for Cigna Healthcare and dependent care flexible spending account (FSA) plans Health saving account (HSA) plans for employees participating in the High Deductible Health Plan Life, AD&D, short-term disability, and long-term disability insurance fully paid by the company Voluntary coverage benefits for supplemental life, critical illness, accident, and hospital insurance First-day eligibility for 401(k) savings plan through Fidelity, which includes an attractive matching company contribution Discretionary annual bonus and equity incentive plan Employee stock purchase plan (ESPP) with a 15 percent discount 16 days of paid time off (PTO) 11 paid company holidays and additional floating holidays School visitation and elder care paid time off Parental leave, adoption and surrogacy benefits, and family planning/fertility support Wellness reimbursement program & wellness incentive program Free parking or a company contribution toward a public transit pass Education reimbursement and student loan debt assistance program Employee assistance program, childcare resources, personal finance management support, and student loan debt assistance program Pet insurance Charitable matching program Please note that all offers of employment are contingent upon the successful completion of a background check and, where permitted by law, a 5-panel drug test conducted after the offer letter is signed, which will screen for THC, opiates, PCP, cocaine, and amphetamines. Thank you for your understanding and cooperation. Applicant Privacy Notice : CoreSite is committed to protecting the privacy and security of personal information submitted by applicants. The California Consumer Privacy Act (CCPA) requires us to provide you information about our personal information handling practices. As a result, we're providing this Privacy Notice that describes how we collect, use, share, and update personal information from individuals who wish to be considered for employment with CoreSite. To read the Applicant Privacy Notice, please go to Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Project Management and Information Technology Industries IT Services and IT Consulting Referrals increase your chances of interviewing at CoreSite by 2x Sign in to set job alerts for “Project Manager” roles. Intern, Project Manager, Product Development New York City Metropolitan Area $77,000.00-$0,000.00 2 weeks ago New York, NY 116,000.00- 166,000.00 1 week ago Associate Project Manager, On Demand Operations New York, NY 100,000.00- 115,000.00 4 days ago New York, NY 98,000.00- 105,000.00 3 weeks ago New York, NY 129,000.00- 185,000.00 1 week ago New York, NY 95,000.00- 105,000.00 6 days ago New York, NY 65,000.00- 85,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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About the latest Customer service representatives Jobs in Paterson !

Director, Client Services (New York)

10261 Pelham Bay, New York Recruiting From Scratch

Posted 1 day ago

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Job Description

full time

Who is Recruiting from Scratch :

Recruiting from Scratch is a talent firm that focuses on placing the best candidate for our clients. Our team is 100% remote and we work with teams across North America, South America, and Europe to help them hire.

Location: New York City Company Stage: Series B Fintech Company Office Type: Onsite (5 days per week) Salary: $170,000 - $30,000

Company Description: Our client is revolutionizing the financial technology space with an innovative banking and spend management platform serving businesses of all sizes. As a fast-growing fintech startup backed by significant venture funding, they've built a product that combines corporate cards, banking, treasury, and expense management into one seamless platform. They pride themselves on delivering exceptional customer service as a core competitive advantage.

What You Will Do:

  • Lead and scale a global customer service organization of 15-20 team members and multiple managers, driving exceptional customer experiences
  • Develop and implement strategic initiatives to enhance service quality, operational efficiency, and team performance
  • Create and optimize quality assurance programs, training protocols, and performance metrics
  • Partner with senior leadership to align customer service strategy with overall business objectives
  • Drive continuous improvement in key metrics including CSAT and NPS
  • Build and nurture a high-performance culture across distributed teams
  • Implement and optimize support infrastructure and processes to scale with rapid growth

Ideal Candidate Background:

  • 7+ years of experience in customer experience/support roles, with 3+ years of people management experience
  • Proven track record of building and scaling support teams in high-growth technology companies
  • Experience managing distributed teams and developing customer service professionals
  • Strong operational background with demonstrated success in process improvement and team optimization
  • Experience with Zendesk or similar customer support platforms
  • Background in high-touch, quality-focused support environments
  • History of driving measurable improvements in customer experience metrics

Preferred:

  • Fintech or financial services industry experience
  • Experience working in venture-backed startups
  • Track record of implementing successful quality assurance and training programs
  • Background in building support documentation and protocols
  • Experience managing teams across multiple locations

Compensation and Additional Information:

  • Competitive base salary range: 170,000 - 230,000
  • Comprehensive benefits package
  • Opportunity to make significant impact in a high-growth environment
  • Position includes regular travel to international offices
  • Professional development and growth opportunities
  • Located in a prime NYC location

This role represents an exciting opportunity for a customer experience leader who thrives in fast-paced environments and is passionate about building exceptional service organizations. The ideal candidate will combine strategic thinking with operational excellence to drive results in a dynamic, high-growth environment.

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Tax Director I Private Client Services

07961 Morristown, New Jersey CBIZ

Posted 2 days ago

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Job Description

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Essential Functions and Primary Duties

  • Expand revenue of existing clients
  • Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
  • Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
  • May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
  • Serve as key client contact; viewed as a trusted business advisor by clients
  • Ensure quality control standards are met
  • May work directly with clients and manage staff
  • Maybe the internal advisor on technical matters as a Subject Matter Expert
  • Maybe a member of the Senior Operations Management Team
  • Drive a team environment; demonstrate support of management decisions and builds a positive culture
  • Additional responsibilities as assigned
Preferred Qualifications
  • Master's degree preferred in Accounting, Taxation or related field preferred
Minimum Qualifications
  • Bachelor's degree required
  • 8 years of experience in public accounting or related field
  • 6 years of supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proven high level of business integrity, client service and leadership skills
  • Must be able to travel based on client and business needs

#LI-CL1

#The annual salary target for this job in this market is $170,000 - $250,000. The specific compensation for this role will be determined based on education, experience and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.LI-Hybrid
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Project Manager / Private Equity Client Services

07653 Paramus, New Jersey IDEX Consulting

Posted 20 days ago

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Job Description

We've been retained to lead the search by a global broking house in their search for a Project Manager to sit within the firm's M&A practice and provide first class client service to the firm's private equity clients and their portfolio companies.

You will ensure that all PE clients and portfolio companies have access to any relevant services or products that can be additive to their mergers and acquisitions activity. You will also take responsibility for maintaining existing relationships with the firm's private equity client base and other key stakeholders within the business.

We are keen to speak with individuals with exposure to working with private equity funds, their portfolio companies, or first-to-second year insurance professionals with a strong client management skill set.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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