Client Services Associate

06889 Westport, Connecticut Brewer Morris

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Job Description

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This range is provided by Brewer Morris. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $10,000.00/yr

Additional compensation types

Annual Bonus

Role Duties & Responsibilities:

  • Case management of inbound buyback/restructure opportunities through liaising with policy holders with empathy, professionalism, and effective creative solutions;
  • Performing qualitative due diligence on current opportunities by assessing potential risk factors on individual cases, and becoming familiar with the applicable laws and regulations on a state by state basis;
  • Generation of quotes for policy holders by gaining an understanding of the key financial drivers and dynamics of each case;
  • Management of leads using internal Customer Relationship Management (CRM) system; and predicting, avoiding and/or resolving challenges as they arise with initiative and persistence;
  • Creation and maintenance of client/customer reporting on a weekly, monthly, quarterly basis;
  • Maintenance of internal process and procedure documents;
  • Analysis and reporting of customer feedback/surveys; and
  • Identification of new opportunities to continually grow the business.

Job Qualifications and Requirements:

  • 2-4 years experience in customer service or client facing role;
  • Strong customer-centric mindset and ability to build and maintain strong, collaborative, and effective relationships internally and externally;
  • Project management experience, demonstrating the ability to problem solve and identify creative solutions;
  • Ability to thrive in a fast-paced environment;
  • Exceptional organizational skills with a high consideration to detail and accuracy;
  • Comfort with Microsoft Office suite (MS Excel, MS Word, MS PowerPoint);
  • Financial services/ insurance experience a plus; and
  • Experience with CRM systems a plus.

A background check and pre-employment screening is required and must be successfully completed prior to employment.

Seniority level
  • Seniority level Associate
Employment type
  • Employment type Full-time
Job function
  • Job function Customer Service and Administrative
  • Industries Insurance and Financial Services

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Manager Client Services (Hybrid)

11717 Brentwood, New York Broadridge Financial Solutions

Posted 18 days ago

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Job Description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.
We are seeking a Manager, Client Services to join our dynamic team of client advocates. In this essential leadership role, you will be a trusted liaison for our clients, cultivating enduring relationships and ensuring their needs are met with excellence. As a champion for superior service delivery, youll collaborate across functions, manage client engagements, and help your team thrive in delivering solutions that exceed expectations.
We are made up of high-performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means youll be assigned to a Broadridge officeandgiven the flexibility to work remotely a few days a week.
Key Responsibilities
+ Develop and nurture productive, professional relationships with key client contacts by consistently providing outstanding support, service, and value.
+ Own and resolve client issues from inception to resolution, offering thoughtful updates and proactive communication throughout the process.
+ Anticipate client needs and reach out with suggestions to help them achieve critical business objectives.
+ Partner with internal teams to articulate client requirements and set clear turnaround expectations.
+ Lead the creation, presentation, and follow-up on business review meetings with clients, collaborating internally to deliver actionable feedback.
+ Work side-by-side with Account Management teams to identify and pursue new business opportunities.
+ Serve as a mentor, escalation point, and role model for Relationship Administrators, directly managing and developing a team.
Required Qualifications
+ BA/BS degree required.
+ Proven experience building strong client relationships with superb written and verbal communication skills.
+ Exceptional organizational skills, attention to detail, and a demonstrated ability to multitask in a fast-paced environment.
+ Strong self-motivation and adaptability to various client needs and dynamic situations.
+ Intermediate to advanced proficiency in Microsoft Office suite (Word, Excel, PowerPoint).
+ Experience supervising or mentoring direct reports.
+ Demonstrated intellectual curiosity, with a commitment to continuous learning and process improvement.
Compensation range: $80,000 - $90,000. Bonus Eligible.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visit for more information on our comprehensive benefit offerings
#LI-DS1 #LI-Hybrid
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyones unique perspective.
US applicants: Clickhere ( to view the EEOC " Know Your Rights " poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at or by sending an email to .
Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference ( . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.
LinkedIn ( ( ( Muse ( is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive , and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.
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Tax Manager I Private Client Services

11775 Melville, New York CBIZ

Posted 1 day ago

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Job Description

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

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

Essential Functions and Primary Duties

  • Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
  • Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
  • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
  • Understand the client's organization, procedures and internal policies
  • Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
  • Manage and retain multiple client relationships, engagements and special projects
  • Develop overall engagement budget
  • Consistently meet charge hour goals
  • Responsible for billing and realization on assigned clients; explain variances
  • Supervise, train and mentor staff; listen and communicate effectively
  • Foster a team environment; demonstrates support of management and decisions and build a positive culture
  • Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
  • Additional responsibilities as assigned
Preferred Qualifications
  • Master's degree in accounting, Taxation or related field
Minimum Qualifications Required
  • Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field
  • 5 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology


The annual salary target for this job in this market is $130,000-$165,000. The specific compensation for this role will be determined based on the 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, should you become a full-time team member, 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, paid holidays, paid vacation, sick leave and much more.

#LI-CL1 #LI-Hybrid
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Tax Manager I Private Client Services

10730 Woodbury, New York CBIZ

Posted 3 days ago

Job Viewed

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Job Description



Status Category:
Full-Time

Exempt/Non-Exempt:
Exempt

Job Code:
FS213TC

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

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

Essential Functions and Primary Duties

  • Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
  • Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
  • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
  • Understand the client's organization, procedures and internal policies
  • Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
  • Manage and retain multiple client relationships, engagements and special projects
  • Develop overall engagement budget
  • Consistently meet charge hour goals
  • Responsible for billing and realization on assigned clients; explain variances
  • Supervise, train and mentor staff; listen and communicate effectively
  • Foster a team environment; demonstrates support of management and decisions and build a positive culture
  • Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
  • Additional responsibilities as assigned

Preferred Qualifications

  • Master's degree in accounting, Taxation or related field

Minimum Qualifications Required

  • Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field
  • 5 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology

The annual salary target for this job in this market is $130,000-$165,000. The specific compensation for this role will be determined based on the 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, should you become a full-time team member, 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, paid holidays, paid vacation, sick leave and much more.

#LI-CL1 #LI-Hybrid

CBIZ.Jobs Category: Tax

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling (toll free) or send an email to

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.

Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.

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Tax Senior Manager - Private Client Services (PCS) (Melville)

11747 Melville, New York EisnerAmper LLP

Posted 10 days ago

Job Viewed

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Job Description

full time
Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth within our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the listed locations below.

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:
  • Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.

  • Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families.

  • Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities.

  • Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.

  • Take on the primary review of complex tax returns and maintain regular communication with clients.

  • Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.

  • Provide training and supervision to staff members, including reviewing and evaluating their work.

  • Occasional local travel to clients' locations may be required.

  • Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.

  • Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.

  • Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.

  • Hold self and direct reports responsible for achieving developmental goals

Basic Qualifications:
  • Bachelor's Degree in Accounting or equivalent field is required

  • 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation

  • Recent Public Accounting experience

  • CPA or IRS Enrolled Agent Certification required

Preferred/Desired Qualifications:
  • Master's Degree in Taxation or relevant field

  • Experience using GoSystems or CCH Axcess tax software

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law.

About our Private Client Services (PCS) Team:

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email:

#LI-AW1

#LI-Hybrid

Preferred Location:

New York

For NYC and California, the expected salary range for this position is between

12000

and

2000

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 Senior Manager | Private Client Services (PCS) (Melville)

11747 Melville, New York CBIZ

Posted 10 days ago

Job Viewed

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Job Description

full time



Status Category:


Full-Time




Exempt/Non-Exempt:


Exempt




Job Code:


FS214TC




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

  • Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
  • Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
  • Reviews tax procedures, engagement workpapers and financial statements without supervision
  • Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm's documentation standards
  • Reviews advanced level return from a detail and top-side perspective
  • Reviews required communications to the client, ensuring their completeness, accuracy and compliance with Firm and professional guidelines
  • Addresses questions on advanced technical accounting matters from team members and upper-level client management
  • Monitors that tasks are assigned and completed on a timely basis and reviews workflow
  • Oversees Seniors and Staff coordinating the day-to-day duties of planning, tax work, and wrap-up
  • Manages multiple assignments inside an engagement
  • Communicates with Director and/or Partner on work status and client issues that arise
  • Conducts research, consults with team members, draws conclusions and prepares memos based on target issues
  • Performs a detailed review of team's workflow and monitors that tasks are assigned and completed on a timely basis; supervises, trains and mentors staff
  • Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel
  • Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
  • Identifies opportunities to leverage staff including designing staffing structure of engagement
  • Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements

Preferred Qualifications

  • Master's degree in accounting or taxation
  • 7+ years of relevant work and industry experience within Private Client Services
  • Prior experience reviewing Form 990
  • Prior experience managing engagements and clients
  • Formal mentoring relationships with all levels of staff
  • Ability to work independently, but also work well with others
  • Software Experience - CCH ProSystem, Microsoft Office 365 preferred

Qualifications Required

  • Bachelor's degree required
  • 8 years experience in public accounting or related field
  • 5 years supervisory
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on business needs

The annual salary target for this job in this market is $160,000 - $195,000. The specific compensation for this role will be determined based on the 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, should you become a full-time team member, 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, paid holidays, paid vacation, sick leave and much more.

#LI-DNI





CBIZ.Jobs Category: Tax

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling (toll free) or send an email to .

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.

Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.





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Tax Senior Manager, Trust & Estate - Private Client Services (PCS) (Melville)

11747 Melville, New York EisnerAmper LLP

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

full time
Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below.

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

    • Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts

What Work You Will be Responsible For:
  • Overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations.

  • Providing expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.

  • Leading the review of complex tax returns and maintaining regular communication with clients.

  • Cultivating and nurturing relationships with clients, staff members, and external vendors.

  • Providing training and supervision to staff, including reviewing and evaluating their work.

  • Occasional local travel to clients' locations may be required.

  • Actively soliciting new client relationships and participating in seminars to expand networking opportunities.

  • Staying updated on changes in tax laws, regulations, and standards, and applying new knowledge to client engagements.

  • Collaborating with other tax professionals to coordinate efforts and ensure effective service delivery.

  • Holding self and team accountable for achieving developmental goals.

Basic Qualifications:
  • Bachelor's Degree in Accounting or related field

  • 8+ years of experience in tax compliance, specializing in individual, fiduciary, estate, and gift taxation

  • Recent Public Accounting experience

  • CPA or IRS Enrolled Agent Certification

Preferred/Desired Qualifications:
  • Master's Degree in Taxation or relevant field

  • Experience with GoSystems or CCH Axcess tax software

We value diversity and strive to create inclusive environments where colleagues can succeed. EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, age, marital status, disability, or other protected characteristics.

About our Private Client Services (PCS) Team:

The PCS team connects family-owned, closely held businesses and high net worth individuals with solutions to meet their financial goals. We foster a culture of accountability, teamwork, creativity, and genuine care, providing proactive solutions for our clients' future.

About EisnerAmper:

EisnerAmper is a leading accounting, tax, and advisory firm with approximately 450 partners and 4,500 employees worldwide. We help clients navigate pressing issues today and position them for success tomorrow.

Our clients include financial institutions, startups, public companies, high net worth individuals, and more across various industries. For accommodations during the application process, please email

#LI-AC1

#LI-Hybrid

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Call Center Supervisor

06601 Bridgeport, Connecticut Maximus

Posted 6 days ago

Job Viewed

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Job Description

Permanent
Description & Requirements

Maximus is currently hiring for a Call Center Supervisor to support our Louisiana Enrollment Broker team. This is a remote opportunity. The Call Center Supervisor is responsible for managing a remote team of 10-12 colleagues. The Call Center Supervisor will support a team of Enrollment Broker to help our customers with their Medicaid applications.

At Maximus we offer a wide range of benefits to include:
- Work/Life Balance Support - Flexibility tailored to your needs!
- Competitive Compensation - Bonuses based on performance included!
- Comprehensive Insurance Coverage - Choose from various plans, including Medical, Dental, Vision, Prescription, and partially funded HSA. Additionally, enjoy Life insurance benefits and discounts on Auto, Home, Renter's, and Pet insurance.
- Future Planning - Prepare for retirement with our 401K Retirement Savings plan and Company Matching.
- Paid Time Off Package - Enjoy PTO, Holidays, and extended sick leave, along with Short and Long Term Disability coverage.
- Holistic Wellness Support - Access resources for physical, emotional, and financial wellness through our Employee Assistance Program (EAP).
- Recognition Platform - Acknowledge and appreciate outstanding employee contributions.
- Tuition Reimbursement - Invest in your ongoing education and development.
- Employee Perks and Discounts - Additional benefits and discounts exclusively for employees.
- Maximus Wellness Program and Resources - Access a range of wellness programs and resources tailored to your needs.
- Professional Development Opportunities: Participate in training programs, workshops, and conferences.

Essential Duties and Responsibilities:

- Supervise the work of call center staff to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems as needed

- Interview and recommend hiring and promotion of contact center staff, through partnering with Talent Acquisition and Human Resources

- Develop work schedules and assign duties to direct report personnel to ensure efficiency

- Evaluate employees' job performance and recommend appropriate personnel action, including disciplinary action, performance improvement plans, and termination through partnering with Human Resources

- Discuss job performance concerns with employees to identify causes and issues and work closely with Human Resources on resolving problems

- Ensure compliance with company Wage & Hour policy, including ensuring non-exempt employees get their rest & meal breaks

- Provide support and identify training needs and development opportunities, through weekly coaching sessions with direct reports

- Perform operational tasks to assure project and program service level requirements and goals are met, including analyzing direct reports' quality performance and trending call types, and providing coaching on a regular basis

- Participate in meetings and recommend changes to policies and procedures

- Assume leadership responsibility for departmental tasks and call center activities as required

- Support and enforce call center expectations

- Oversee the work of subordinates to facilitate productivity or to overcome difficult aspects of work.

- Assist direct reports with escalated issues or cases as needed- Perform other duties as assigned by leadership

- Maintain a high level of confidentiality while performing all work tasks
- Perform other duties as assigned by leadership.

Minimum Requirements

- Bachelor's degree in related field.

- 3-5 years of relevant professional experience required.

- Equivalent combination of education and experience considered in lieu of degree, or demonstrated ability to perform the role successfully.

- 6 months of Call Center Supervisor experience supporting a remote team required.
- Medicaid or health plan experience preferred.
- Must be willing and able to work Monday- Friday 9:00am-6:00pm Eastern Standard Time (EST).
- Microsoft application experience required.

Home Office Requirements:
- Internet speed of 25mbps or higher required (you can test this by going to />- Connectivity to the internet via either Wi-Fi or Category 5 or 6 ethernet patch cable to the home router.
- Must currently and permanently reside in the Continental US.

EEO Statement

Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.

Pay Transparency

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.

Minimum Salary

$

44,800.00

Maximum Salary

$

55,000.00

Apply Now

Bilingual Supervisor - Call Center

06601 Bridgeport, Connecticut Maximus

Posted today

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Job Description

Permanent
Description & Requirements

Maximus is looking to fill a Bilingual Non-Surge Supervisor position. This position supports our CDC INFO program. The supervisor role specializes in supervising and evaluating customer service teams to ensure adherence to quality standards. It includes providing coaching and development opportunities, managing confidential information, and driving operational efficiency in fast-paced, deadline-oriented environments. This role requires fluency in both English and Spanish , including the ability to read, write, and speak both languages.

***Must be available to work Monday - Friday shift 11:30am-8pm EST.***

Essential Duties and Responsibilities:

- Supervise the work of call center staff to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems as needed

- Interview and recommend hiring and promotion of contact center staff, through partnering with Talent Acquisition and Human Resources

- Develop work schedules and assign duties to direct report personnel to ensure efficiency

- Evaluate employees' job performance and recommend appropriate personnel action, including disciplinary action, performance improvement plans, and termination through partnering with Human Resources

- Discuss job performance concerns with employees to identify causes and issues and work closely with Human Resources on resolving problems

- Ensure compliance with company Wage & Hour policy, including ensuring non-exempt employees get their rest & meal breaks

- Provide support and identify training needs and development opportunities, through weekly coaching sessions with direct reports

- Perform operational tasks to assure project and program service level requirements and goals are met, including analyzing direct reports' quality performance and trending call types, and providing coaching on a regular basis

- Participate in meetings and recommend changes to policies and procedures

- Assume leadership responsibility for departmental tasks and call center activities as required

- Support and enforce call center expectations

- Oversee the work of subordinates to facilitate productivity or to overcome difficult aspects of work.

- Assist direct reports with escalated issues or cases as needed- Perform other duties as assigned by leadership

- Maintain a high level of confidentiality while performing all work tasks
- Perform other duties as assigned by leadership.

Essential Duties and Responsibilities:

- Supervise the work of customer service representatives to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems as needed

- Interview and recommend hiring and promotion of contact center staff, through partnering with Human Resources

- Develop work schedules and assign duties to direct report personnel to ensure efficiency

- Evaluate employees' job performance and recommend appropriate personnel action, including disciplinary action, performance improvement plans, and termination through partnering with Human Resources

- Discuss job performance concerns with employees to identify causes and issues and work closely with the Human Resources on resolving problems

- Ensure compliance with company Wage & Hour policy, including ensuring non-exempt employees get the rest & meal breaks

- Provide support and identify training needs and development opportunities, through weekly coaching sessions with direct reports

- Perform operational tasks to assure project and program service level requirements and goals are met, including analyzing direct reports' quality performance and trending call types, and providing coaching on a regular basis

- Participate in meetings and recommend changes to policies and procedures

- Assume leadership responsibility for departmental tasks and contact center activities as required

- Support and enforce contact center expectations

- Participate in the work of subordinates to facilitate productivity or to overcome difficult aspects of work

- Assist direct reports with escalated issues or cases as needed

- Perform other duties as assigned by leadership.

Minimum Requirements:

- Bachelor's degree in relevant fields of study and 3+ years of relevant professional experience required, or equivalent combination of education and experience.

- Ability to manage a high level of confidentiality

- Proficient in Microsoft office suite

- Excellent organizational, written, and verbal communication skills

- Ability to perform comfortably in a fast-paced, deadline-oriented work environment

- Ability to work as a team member, as well as independently

- Must be able to remain in a stationary position for an extended period of time

- Ability to speak and read English and Spanish clearly, professionally, and fluently

Home Office Requirements:

- Hardwired internet (ethernet) connection.

- Internet download speed of 25mbps single upload or higher required (you can test this by going to Private work area and adequate power source.

- Video calls may be requested on occasion.

This position you will need to use your own device personal computer or laptop for training period (Tablets, iPads, and Chromebooks are not permitted.) Once training is complete, the program will provide you equipment to use.

Minimum Requirements

- Bachelor's degree in related field.

- 3-5 years of relevant professional experience required.

- Equivalent combination of education and experience considered in lieu of degree, or demonstrated ability to perform the role successfully.

CDC INFO experience preferred

EEO Statement

Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.

Pay Transparency

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.

Minimum Salary

$

44,000.00

Maximum Salary

$

48,500.00

Apply Now
 

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