794 Customer Service Representatives jobs in Shakopee
Client Services Associate
Posted 2 days ago
Job Viewed
Job Description
Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking a Client Service/Account Management Associate to provide efficient support to clients, advisors, and external parties while ensuring high client satisfaction.
Key Responsibilities
- Enter and maintain accurate client information in firms systems.
- Review new business, renewals, and endorsements for accuracy.
- Respond to client inquiries promptly and professionally.
- Assist with rating new business and providing marketing recommendations.
- Prepare proposals to help clients understand their options.
- Follow up on outstanding items and manage open activities.
- Identify cross-selling and up-sale opportunities.
- Report and monitor claims, ensuring proper follow-up per procedures.
- Maintain up-to-date knowledge of policies.
- Build strong relationships with 3rd parties, producers, and teammates.
- Preferred Experience: Client support in financial services with insurance industry experience.
- Licensing: State insurance license (or willingness to obtain).
- Technical Skills: Proficiency with systems, Microsoft Office, and data entry.
- Soft Skills: Strong communication, customer service focus, and organizational abilities.
- At least one year of experience in client support in financial services with insurance industry experience.
- Possession of the appropriate securities and insurance licenses.
- Strong proficiency in computer applications, including Microsoft Office Suite and data entry tools.
- Excellent communication skills, with the ability to engage professionally with clients and team members.
- Solid understanding of financial services and insurance products.
- Ability to manage multiple tasks efficiently while maintaining attention to detail.
- Commitment to reliable attendance and adherence to company policies.
- Familiarity with customer service standards and the ability to uphold organizational values.
Qualifications
This role offers the chance to make a meaningful impact while working in a collaborative, fast-paced environment.
Requirements
Client Services Representative
Posted 8 days ago
Job Viewed
Job Description
Job DescriptionThis person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo).What You Will Do: Act as a liaison between the registered representatives and their clients. Answer phones, schedule appointments, and prepare materials for client meetings. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. Prepare and complete client paperwork and follow up tasks to support registered representative. Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. Organize client events and follow up tasks. Maintain client records and retention management within corporate requirements. Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews). Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met. Educate clients on account services, capabilities, and new technology. Complete required corporate training on new technologies and follow implementation guidelines. Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner. Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes.What You Will Have: High School Diploma or GED Experience in an administrative or customer service role Strong time management skills Excellent written and verbal communication skills Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programsWhat is Nice to Have: Previous experience in assisting Registered Representatives/Financial Advisors Financial services and/or banking background Bachelor's degree in Finance, Business, Marketing, or Communications Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors About UsWhat we give you in return:Not many teams can say that they support people's dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.About Cetera Financial Group:Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology."Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Client Services Associate
Posted 13 days ago
Job Viewed
Job Description
Client Service Associate
Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking a Client Service/Account Management Associate to provide efficient support to clients, advisors, and external parties while ensuring high client satisfaction.
Key Responsibilities
· Enter and maintain accurate client information in firms systems.
· Review new business, renewals, and endorsements for accuracy.
· Respond to client inquiries promptly and professionally.
· Assist with rating new business and providing marketing recommendations.
· Prepare proposals to help clients understand their options.
· Follow up on outstanding items and manage open activities.
· Identify cross-selling and up-sale opportunities.
· Report and monitor claims, ensuring proper follow-up per procedures.
· Maintain up-to-date knowledge of policies.
· Build strong relationships with 3rd parties, producers, and teammates.
Qualifications
· Preferred Experience: Client support in financial services with insurance industry experience.
· Licensing: State insurance license (or willingness to obtain).
· Technical Skills: Proficiency with systems, Microsoft Office, and data entry.
· Soft Skills: Strong communication, customer service focus, and organizational abilities.
This role offers the chance to make a meaningful impact while working in a collaborative, fast-paced environment.
Ready to Apply? Contact Douglas Rickart at , connect with him on LinkedIn, or click the application link to get started!
Requirements
- At least one year of experience in Client support in financial services with insurance industry experience.
- Possession of the appropriate securities and insurance licenses
- Strong proficiency in computer applications, including Microsoft Office Suite and data entry tools.
- Excellent communication skills, with the ability to engage professionally with clients and team members.
- Solid understanding of financial services and insurance products.
- Ability to manage multiple tasks efficiently while maintaining attention to detail.
- Commitment to reliable attendance and adherence to company policies.
- Familiarity with customer service standards and the ability to uphold organizational values.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Client Services Project Coordinator
Posted today
Job Viewed
Job Description
Title: Project Coordinator (Part Time approximately 25-30 hours per week)
Compensation: $22-$28 per hour
Location: Hopkins, MN (Onsite)
About The Job:
Lakeside HR Group has been engaged by our client to recruit for a Client Services Project Coordinator to join their team. Our client is a small, people-focused company known for creating products that help foster engagement, build trust, and drive retention among employees and clients. Their team-oriented culture and fast-paced environment make this a great fit for someone who enjoys meaningful, high-impact work with a close-knit group.
This is a part-time, onsite role (approximately 25-30 hours per week) ideal for someone who thrives on managing details, supporting creative initiatives, and contributing to a mission-driven business. The ideal candidate is tech-savvy, highly organized, and comfortable juggling multiple projects with confidence and professionalism.
Key Responsibilities:
- Manage and coordinate client projects, including communication with stakeholders, milestone tracking, product purchasing, and shipping processes
- Research and source products for inclusion in client proposals and support program implementation
- Provide thoughtful client engagement, including phone and in-person interactions
- Use project management tools and proprietary systems to ensure timely and accurate execution
- Perform administrative tasks and proactively resolve issues as they arise
- Support office operations and help maintain an efficient, welcoming environment
Required Skills:
- Tech-savvy and comfortable using Apple computers
- Proficient in Microsoft 365 (Word & Excel), Google Suite, QuickBooks, Canva, and email tools
- Excellent communication skillsboth written and verbal
- Strong organizational skills with the ability to multitask and prioritize
- Problem-solving mindset with a hands-on, process-oriented approach
- High attention to detail and accountability
- Willingness to handle light physical tasks (e.g., carrying packages, using stairs/ladders)
Benefits:
- Flexible, part-time schedule
- Close-knit, collaborative team culture
- Opportunity to make a direct impact on high-visibility projects
- Exposure to creative branding, recognition, and engagement strategies
About Lakeside HR Group:
At Lakeside HR Group, we understand that finding the right job is essential for your career success. We are a boutique-style human resources consulting and recruiting firm dedicated to providing personalized, tailored solutions. When you partner with us, you are not just getting a recruiter; you are getting the entire Lakeside team working together to support your career goals.
Partner with us at Lakeside HR Group, where we are more than just a recruiting firm; we are your partners in achieving your career aspirations.
Specialist, Prime Client Services
Posted 9 days ago
Job Viewed
Job Description
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
As a Specialist, Prime Client Services you'll join a high performing team of client servicing professionals whose performance is critical to Coinbase achieving its mission. You will serve as a subject matter specialist for Coinbase's institutional suite of products (Prime, Custody), providing premier client service and operations to our most valued institutional clients and coverage teams. Diligent, insightful, and have a bias towards action, you will play a crucial role in the success of the *Institutional Operations Services* organization as we help build the crypto economy.
The role goes beyond being the face of Coinbase for our top tier clients as team members are also expected to have a high level of system, product and crypto expertise to ensure client queries are managed autonomously within our exceeds client expectations client model.
*What You'll Be Doing (i.e., Job Duties)*
* Act as a product and service expert for Coinbase's institutional clients, providing end-to-end support across their lifecycle on the platform.
* Navigate and execute complex workflows, including analytics, account maintenance, client management, incident and escalation management, billing, audit processes, reporting, allocations, cold storage, and wallet management.
* Deliver direct client service and support to institutional clients through phone, email, and video calls, ensuring queries are resolved with accuracy and professionalism.
* Facilitate client demo calls, serving as a subject matter expert for the Prime Broker suite of services, and address technical cryptocurrency-related questions.
* Operationalize new and existing policies, processes, and procedures, ensuring alignment with risk and control requirements.
* Support product launches by driving operational readiness and ensuring seamless integration for institutional clients.
* Serve as a key member of the global 24x7 operating model, balancing deep product expertise with high-touch client support.
* Collaborate with internal teams, including Sales, Account Management, Program Management, Engineering, and Product, to resolve issues, surface client feedback, and drive product enhancements.
* Lead or contribute to cross-functional projects with alignment to organizational OKRs, leveraging effective project management skills.
* Identify gaps in processes, policies, or tools, and recommend or implement improvements to enhance client service delivery.
*What We Look For In You (Requirements):*
* Passionate about Coinbase's mission, with a focus on delivering exceptional client servicing experiences while maintaining operational risk and control standards.
* 4+ years of experience supporting high-priority institutional clients in compliance, trading, product support, payments, or fraud.
* Strong knowledge of cryptocurrency, global financial markets, and trading platforms, with the ability to turn technical concepts into actionable solutions.
* Proven ability to manage high-stakes interactions and resolve complex technical and operational issues under pressure.
* Excellent communication skills for effective collaboration across teams and with clients.
* Flexibility to work shifts, including weekends, in a dynamic 24/7 environment.
*Nice to Have (Preferred Qualifications):*
* Bachelor's degree in Finance, Business, Economics, or a related field preferred.
* Work experience in customer support roles focused on Institutional Client Services or High Net Worth Individuals (HNWIs).
* Industry experience within Traditional Finance, Crypto, or Fintech.
* Familiarity with financial technologies like digital banking, trading platforms, or payment solutions.
* Hands-on experience with complex financial products or crypto custody solutions in regulated environments.
* Located in or able to work Eastern or Central Time Zone hours.
Job #: P71800
#LI-Remote
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$45.68-$53.75 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact mailto:
Tax Manager - Private Client Services
Posted today
Job Viewed
Job Description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are 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 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 demonstrating proficiency in reviewing complex returns, managing staff and conducting research. 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 innovative 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
-
Responsible for training, supervising and ongoing development of associates and seniors.
Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
Build impactful relationships with clients and maintain relationships with firm leadership.
Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.
Take responsibility for accurate time and billing for self and team.
Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.
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
Mentor and coach junior team members.
Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.
-
Bachelor's Degree in Accounting or equivalent field is required
4+ years of tax compliance and/or tax consulting experience in public accounting or public/Coporate mix
CPA or IRS Enrolled Agent Certification required
-
Master's Degree in Taxation or relevant field
Experience using GoSystems or CCH Axcess tax software
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law
About our Private Client Services (PCS) Team:The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.
About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
For Minnesota candidates, the expected salary range for this position is between $80,000 and $140,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Should you need any accommodations to complete this application please email:
#LI - Hybrid
#LI - RB2
Preferred Location: Minneapolis#J-18808-Ljbffr
Tax Manager - Private Client Services
Posted 6 days ago
Job Viewed
Job Description
Are you a tax professional who thrives on navigating the complexities of individual tax planning? Do you enjoy working with high-net-worth clients, advising on gift and estate tax, foreign entity reporting, and cross-border issues? Want a company that recognizes the importance of your personal life as well as your professional one?
If so, we want YOU to be our next Tax Manager !
GTN is searching for our next great Tax Manager to join our growing Private Client Services practice. In this role, you will contribute to GTN's growth by working directly with high-net-worth individuals, managing complex tax engagements that may include trusts, estates, gifting, foreign financial reporting, and cross-border matters.
Love working with and mentoring a team to help them grow in their career? Can't get enough of helping clients solve complex issues? Interested in expanding your business development skills? As a GTN Tax Manager, all of this is possible and more.
Who is GTN? We are a professional services firm that specializes in providing mobility tax services to corporate programs and individual clients. At GTN, we foster an entrepreneurial, fun environment that is balanced, respectful, encouraging, and flexible; your ongoing development is a top priority and one of our core values.
You will work full-time with flexibility options that support balance with your personal life. This position can be remote from anywhere in the continental US.
Is this you?
- GTN's Core Values are your core valuesPlay well with others, Possess a humble spirit, Be passionate, Seek growth, and Own it
- You have experience working with high-net-worth individuals, including those with complex tax profiles involving trusts, estates, gifting, and cross-border considerations
- You consider yourself experienced in reviewing and signing US 1040 tax returns for individuals with complex domestic and international tax situations
- You're familiar with key compliance processes for private clients and are excited to learn about or increase your knowledge of gift and estate tax, foreign entity reporting, simple trust compliance, and expatriation tax
- You're energized by helping clients navigate unique tax planning opportunities and solving complicated personal tax issues
- You're proud of your bachelor's degree and CPA or Enrolled Agent designation
- You have experience in US individual/private client tax compliance and consulting and enjoy having a supervisory role on teams
- You are excited to use your strong technical knowledge of US federal and state tax laws for individuals
If this sounds like you, let's talk!
Many companies can offer a great compensation package, good benefits, and a professional work environment with opportunities to grow. At GTN, we do this and more through recognizing your contributions to GTN's success, encouraging you to remain balanced in your personal and professional life, encouraging open and honest communication and feedback, and providing opportunities so you may go as far as you want to within the firm. We think this is just the right way to do business.
Check out Glassdoor to hear what our employees are saying about working at GTN.
At GTN you will enjoy a comprehensive benefits package designed to promote financial security, health, and work-life balance. Eligible employees receive a generous PTO plan, paid volunteer time, 401k with company match, competitive medical, dental and vision benefits, remote work options, and flexible work hours including increased flexibility during summer months.
Find out why you would love working at GTN by learning more about our company culture and the rewards of working with us at
A reasonable estimate of the compensation range is $90,000 - $165,000. Actual compensation is determined by a wide range of factors including, but not limited to, relevant individual tax experience, qualifications, certifications and licensures, skills, and geographic location.
GTN is an equal opportunity employer M/F/D/V
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Tax Manager - Private Client Services
Posted 6 days ago
Job Viewed
Job Description
Join to apply for the Tax Manager - Private Client Services role at 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 are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career youll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.
Job Description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career youll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking a Tax 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 demonstrating proficiency in reviewing complex returns, managing staff and conducting research. 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 innovative 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
- Responsible for training, supervising and ongoing development of associates and seniors.
- Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
- Build impactful relationships with clients and maintain relationships with firm leadership.
- Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.
- Take responsibility for accurate time and billing for self and team.
- Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.
- 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
- Mentor and coach junior team members.
- Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.
- Bachelors Degree in Accounting or equivalent field is required
- 4+ years of tax compliance and/or tax consulting experience in public accounting or public/Coporate mix
- CPA or IRS Enrolled Agent Certification required
- Masters Degree in Taxation or relevant field
- Experience using GoSystems or CCH Axcess tax software
About our Private Client Services (PCS) Team:
The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients problems, but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what youre passionate about, but pursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, its important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
For Minnesota candidates, the expected salary range for this position is between $80,000 and $40,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Should you need any accommodations to complete this application please email:
- Hybrid
- RB2
Preferred Location:
Minneapolis Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Accounting
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Greater Minneapolis-St. Paul Area
130,000.00
-
145,000.00
2 weeks ago
Hudson, WI
100,000.00
-
140,000.00
1 month ago
Greater Minneapolis-St. Paul Area 1 week ago
MinneapolisSaint Paul, WI
130,000.00
-
195,000.00
3 days ago
St Paul, MN
90,000.00
-
115,000.00
5 months ago
St Paul, MN
85,000.00
-
115,000.00
5 months ago
Edina, MN
70,000.00
-
85,000.00
1 week ago
Minneapolis, MN 110,000 - 180,000 1 week ago
St Paul, MN 115,000 - 160,000 1 week ago
St Paul, MN 80,000 - 95,000 5 months ago
Greater Minneapolis-St. Paul Area 90,000 - 135,000 1 week ago
Senior Manager/Director, Tax - High Net WorthGreater Minneapolis-St. Paul Area 110,000 - 130,000 27 minutes ago
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#J-18808-LjbffrClient Services Manager- Charlotte, NC
Posted 3 days ago
Job Viewed
Job Description
**Starting pay:** 65,000-72,000
**Let's talk about Canteen One!** We are the national account management arm for Canteen, the largest and most experienced food and retail service company in the United States. We help our clients take the best breaks possible by providing unique and customized office coffee, vending, market, and pantry programs from coast-to-coast.
**Let's talk about Perks!**
At our North Loop Minneapolis office, we have an awesome office environment filled with perks! Free office coffee and pantry - One block from light rail transit- Dress for your Day - Canteen Avenue C (market)&Foodsby food delivery - Sporting event tickets frequently raffled off - Paid time off to volunteer for corporate sponsored events - Wellness programs . you get the idea!
**Let's talk about Opportunity!**
As part of Compass Group USA, the 6th largest employer in the world and leader in food service and support services, Canteen One provides you with an opportunity to work with Fortune 500 companies, and become part of a diverse team committed to attracting, retaining, and developing top level talent. If you are passionate about a customer-first, always friendly approach, we think you'll fit right in!
Canteen One offers a variety of career opportunities, including:
+ Customer Service
+ Accounts Receivable / Consolidation Services
+ Finance / Accounting
+ Client&Account Management
+ Vendor Relations / Operations
+ Information Technology
**great people. great services. great results.**
Each and every individual plays a key role in the growth and legacy of our company. We know the next big idea can come from anyone. We encourage developing and attracting expertise that differentiates us as a company as we continue to raise the bar.
**Job Summary**
The Client Services Manager has direct customer service contact with our clients in support of our vending programs by analyzing business performance and developing and executing new programs. This position assists in operational set-up, expediting day-to-day service problems, preparing Executive Summaries, proformas, conducting financial analyses, and making recommendations to improve profitability. The goal is to provide outstanding service to our customers that builds and sustains long-term relationships, resulting in high customer satisfaction and contract renewals and extensions.
**Essential Duties&Responsibilities**
+ Assure accurate and timely financial reporting
+ Inspect reports and summaries to look for possible gaps
+ Perform ongoing analysis of the portfolio of business managed by analyzing vendor, client, and Canteen One financial performance
+ Make recommendations and present information to the corporate client's contact
+ Assure accurate financial expectations for renewals/bids in working with the Sales group
+ Facilitate meetings with internal resources to address issues
+ Build, maintain, and sustain relationships with clients
+ Have quarterly meetings and business reviews with all top 20 customers
+ Serve as a communication point for all of Canteen One and ensure all relevant information is facilitated throughout the entire Canteen One organization
**Qualifications**
+ Bachelor's degree with a minimum of three years of service business/account management experience required, or a high school diploma with two years post-secondary education with an equivalent of five years of service business experience with three years in account management
+ Proven financial analysis skill set
+ Excellent interpersonal communication and negotiation skills coupled with a strong customer service orientation required
+ Demonstrated ability to use both analytical and intuitive judgment and sound decision-making in interpreting, developing, and applying new methods and policies that affect the business
+ Proven ability to work independently and to grow and maintain long-term positive internal and external work relationships
+ Demonstrated ability to prepare, analyze, and present business reviews to Client contacts that explain our programs in detail and make recommendations for additional growth opportunities
+ Timeliness and accuracy coupled with the demonstrated ability to prioritize and organize business requirements
+ High level of proficiency in Excel, Word, and Outlook required
+ PowerPoint software experience preferred
**Apply to Canteen One today!**
Click here to Learn More about the Compass Story ( Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
**Associates at Canteen One** **are offered many fantastic benefits.**
+ Medical
+ Dental
+ Vision
+ Life Insurance/ AD
+ Disability Insurance
+ Retirement Plan
+ Paid Time Off
+ Holiday Time Off (varies by site/state)
+ Associate Shopping Program
+ Health and Wellness Programs
+ Discount Marketplace
+ Identity Theft Protection
+ Pet Insurance
+ Commuter Benefits
+ Employee Assistance Program
+ Flexible Spending Accounts (FSAs)
+ Paid Parental Leave
+ Personal Leave
Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here ( for paid time off benefits information.
Req ID: 1444846
Canteen One
ISAAC Warren SMITH