907 Customer Service Representatives jobs in Tampa
Client Services Consultant
Posted 2 days ago
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Job Description
Are you passionate about health and wellness? Do you find joy in helping others?
Our state-of-the-art cryo therapy and medical spa is looking for dynamic and versatile consultants to join our team and provide top notch service to our clients.
Who we are:
Ultra Cryo & Recovery is a family-owned and operated full-service cryotherapy wellness and recovery center with multiple locations in Polk County, dedicated to promoting healthy, natural healing with concierge service. We offer a range of services including cryotherapy, EMS Body contouring, medical weight loss solutions, and aesthetic injections in a relaxing and educational environment.
L = Loyalty
T = Trustworthy
A = Attentive
What you need:
Passion for wellness - Understands and values holistic health, cryotherapy, and recovery treatments.
Customer Focus - Loves engaging with clients and providing an outstanding experience.
Energy and Positivity - Thrives in a fast-paced environment and maintains an uplifting attitude.
Sales Savvy - Can confidently educate and convert leads into loyal customers.
Team Spirit - Collaborates well with others to maintain a supportive work culture.
Reliability & Professionalism - Takes initiative, is punctual, and maintains a high level of integrity.
Growth-Minded - Open to continuous learning and development in the wellness industry.
What youll do:
Perform a wide variety of services, including cryo treatments, skin care services, and recovery therapies
Ensure client comfort & safety during treatments, following all protocols
Assist with maintaining cleanliness and organization of treatment rooms and equipment.
Help manage inventory of supplies and report any needs or shortages
Track client progress & ensure all services are properly documented
Consult with clients to understand their needs and recommend appropriate treatments
Advising clients on any post treatment instructions
Drive sales by educating clients on our products and services
Build lasting relationships with clients through ongoing care and engagement.
Identify opportunities to upsell or cross-sell additional services and products to existing clients to enhance their treatment experience.
Maintain a clean and organized work environment
Maintain a professional, welcoming, and friendly environment for all clients
Stay updated on the latest trends and techniques in the wellness industry
Requirements:
Previous experience in aesthetics, skincare, or wellness-related services is preferred.
A deep understanding of cryotherapy or willingness to learn is required.
Strong customer service skills with a passion for delivering exceptional client care.
Ability to upsell or cross-sell services to enhance client satisfaction without pushing sales consultations.
Excellent communication and interpersonal skills, with a professional and positive attitude.
Ability to maintain a high level of attention to detail in a fast-paced environment.
Capable of following strict protocols and safety guidelines for cryotherapy treatments.
Must be able to work collaboratively with a team while taking ownership of client service.
Commitment to ongoing education and training in the wellness industry.
Opportunity to receive multiple certifications and training.
Access to complimentary services offered by our facility.
Enjoy a 50% discount on injections administered at our facility.
Opportunity to earn commission based on performance and sales.
Enjoy the chance to grow your career with ongoing development opportunities and clear paths for advancement within the company.
Ready to make a difference in the world of wellness? Apply now and be a part of our dedicated team!
#J-18808-LjbffrClient Services Representative
Posted 9 days ago
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Job Description
The Client Services Specialist is an invaluable member of the hospital team who works directly with a Hospital Manager and supporting medical staff to provide exceptional customer service while maintaining a smooth and efficient flow of clients and p Client Service, Representative, Hospital, Retail, Client, Patient
Senior Client Services Coordinator
Posted 1 day ago
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Job Description
Make your next move an expert one. At Colliers its not our success that sets us apart, its how we achieve it. Our people are passionate, take ownership and always do whats right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career. ***This is an onsite role based out of our Tampa, FL. office*** About You: We're seeking a motivated and ambitious individual to support our Southeast Industrial Capital Markets team , focusing on design and preparation of marketing materials in InDesign. Additional responsibilities include transaction coordination, database management, and marketing content creation. You are exceptionally detail-oriented, skilled in design, and passionate about commercial real estate. In essence, you thrive in fast-paced environments, excel under pressure, task prioritization and completion. You are self-motivated, proactive, and resourceful, with strong time management skills for multitasking. Most importantly, you seek an opportunity to advance your career in commercial real estate within a supportive team environment. In this role, you will Assist in managing the transaction process from start to finish, including the preparation of investment memoranda, client coordination, market data and research, and management of the due diligence process. Manage team workflow and delivery deadlines for materials both internally to team members and externally to clients Assist in client events including aiding in creating events, scheduling, event flyers, and occasionally on-site support during events (some local travel may be required) Schedule travel for brokers including hotels and airfare Partner with the team on various analytical work related to the companys existing pipeline and deal flow. Create and format proposals, presentations, correspondence, RFPs using MS Word, Excel, PowerPoint, and Adobe InDesign. Coordinate due diligence process among all parties in the transaction process. Compile market data (rent comparable analysis, sales comparable analysis, demand drivers, etc.) Review real estate documents (financial statements, leases, etc.) to verify and abstract imperative information. What you bring Bachelors degree in business, Marketing, Communications Real Estate, Finance, or related discipline. 2-4+ years of work experience in real state, marketing, finance, capital markets, or related industry. Intermediate proficiency with Adobe InDesign, Illustrator, Photoshop. Intermediate knowledge of Microsoft Office Suite (especially Excel). Excellent organizational, interpersonal, writing, and communication skills with ability to communicate analytical and marketing data effectively. #LI-SD1 #LI-Onsite Make your next move an expert one and join us as we lead the industry into the future. Applicants must be currently authorized to work in the United States on a full-time basis. The employer will not sponsor applicants for work visas. Applications will be accepted on an ongoing basis. Direct applicants only please, no agencies. Colliers respects diversity and is an equal opportunity employer. No employee or applicant for employment will be discriminated against on the basis of any actual or perceived membership in any protected category including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact (e-mail removed) for assistance.
Operations Client Services, Analyst
Posted 2 days ago
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Job Description
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
Job SummaryThe Operations Client Services team is seeking a candidate that is ambitious and enjoys taking on exciting new challenges. The ideal candidate thrives in a fast-paced environment, collaborates with cross-functional teams, promotes critical thinking, and is a natural problem solver. The role involves aspects of Accounting, Compliance, Corporate Finance, Revenue Management, and Risk Mitigation. To support the day-to-day operations, the Analyst will oversee and participate in a variety of imperative work-streams including Production Support, Operational Process Improvements, and Technology Product Management. The candidate will be expected to balance Production responsibilities and be comfortable driving/executing organizational change strategy to better serve our clients. The Analyst position will report directly into the Vice President of Operations Client Services.
Responsibilities- Monitoring of Accounting Controls and Reconciliations.
- Oversee daily General Ledger balances.
- Responsible for Incoming Partner Revenue Management.
- Coordination of Systematic Off-Schedule Payments to Clients.
- Contribute to Continuous Process Improvement workstream.
- Liaise and provide cross-functional support between Operations and Deposit Services on compliance matters, general requests.
- Solicit and Review Client Payment Fiscal Year Calendars.
- Provide oversight on key policies and procedures.
- Support key risk metrics, policies, and procedures.
- Coordinate, compile and review data, reports and other materials as requested for Partner Revenue and Irregular Deposit Account Cycle Management.
- A Bachelor's degree.
- 1-4 years experience within Financial Services.
- Fluency in English; fluency in additional languages considered a plus.
- Excellent interpersonal and organizational skills.
- Microsoft Office (Excel, PowerPoint, Word, Outlook); intermediate to advanced.
- Familiar with Global Pay Plus. Not required, but considered a plus.
- Familiar with EFT's. Not required, but considered a plus.
- Highly organized with exceptional attention to detail and follow-through skills.
- Ensure risk/compliance guidelines are followed at all times.
- Strong Project Management skillsets; understanding of waterfall and agile principles.
- Familiar with either the Project Management Professional (PMP) designation, or Lean Six Sigma (LSS) certificate program as it relates to project management.
The typical base pay range for this role is between $66K - $85K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.
Our Culture Principles- Client Centric
- People Focused
- Listen Up. Speak Up.
- Innovate & Simplify
- Own & Execute
Senior Client Services Coordinator
Posted 3 days ago
Job Viewed
Job Description
Make your next move an expert one.At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.Why Colliers?Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.***This position is an Onsite role based out of our Tampa, FL. office.***About youWe're on the lookout for a dynamic Senior Client Services Coordinator who thrives on providing top-notch support to brokers and clients alike!As a Senior Client Services Coordinator, you're at the forefront of the action, delivering exceptional support to a team of brokers. From project management to marketing wizardry, you're the go-to guru for all things real estate. You have a passion for proposal creation and presentation. You're ready to tackle any client-facing challenge, or transaction administration task that comes your way.In this role, you will.Balance multiple activities and projects at a time for multiple members of the team, and track action items.Participate in management and coordination of transaction and due diligence processes. entering deal sheets, submitting completed trade record, and supporting paperwork.Execute marketing campaigns, including scheduling campaigns, maintenance of mailing lists, and running campaign reports.Create marketing flyers and update as needed to show changes in project. Update Brokers' recent transactions on applicable websites.Monitor competitor research and data collection, and liaise with appropriate departments to obtain data, such as company and title searches, and property particulars (e.g. financial, marketing, research).Coordinate market reports and conduct basic comparative analyses. Develop pitches and presentations for a varied range of clients and brokersWhat you'll bring3+ years of relevant experience.Bachelor's degree preferably in Real Estate, Business, Marketing, or similar field.Proficiency in Adobe InDesign and MS Office Suite (Word, Excel, PowerPoint, Outlook)Ability to work under pressure, deal with multiple deadlines, effectively handles stressful situations, and work with minimal direction/supervision.Excellent communication (follow-through and follow-up) skills, and ability to meet commitments and deadlines.#LI-SD1#LI-OnsiteMake your next move an expert one and join us as we lead the industry into the future.Applicants must be currently authorized to work in the United States on a full-time basis. The employer will not sponsor applicants for work visas.Direct applicants only please, no agencies.Colliers respects diversity and is an equal opportunity employer. No employee or applicant for employment will be discriminated against on the basis of any actual or perceived membership in any protected category including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact for assistance.
Client Services Consultant II
Posted 1 day ago
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Job Description
Role Value Proposition:
The Client Services Consultant II is tasked with providing outstanding service to large National Accounts group benefits customers within the Southeast Customer Unit. The Client Services Consultant II acts as the primary point of contact for their designated group of customers, collaborating closely with the Account Executive and other internal stakeholders to effectively manage customer relationships and deliver administrative support for MetLife's products and services.
Key Responsibilities:
· Provides exceptional customer service to support ongoing customer delivery and customer satisfaction. This entails accountability for day-to-day support of customer requests, inquiries, and problem-solving escalated customer matters.
* Supports and attends onsite and virtual customer benefit fairs.
* Leads projects and prepares and attends stewardship meetings and finalist meetings.
* Participates in the RFP process for assigned customers and identifies possible plan design alternatives for customers.
* Collaborates and acts as an extension of the customer's HR Benefits team to assist with problem resolution and troubleshooting.
* Participates in customer account audits and strategic planning process.
* Partners with financial team in completion of customer reports; analyzing results and identifying trends. This also includes providing timely ad hoc and scheduled customer reporting.
* Leads and coordinates implementation of the addition of MetLife products.
* Participates in strategy meetings, establishes specific processes and reports, reviews contract documents, creates process manuals and inputs and ensures accurate input of data in MetLife systems, develops and leads customer presentations.
* Maintains awareness and knowledge of MetLife's and competitors' products and trends.
* Perform other related duties as assigned or required.
Essential Business Experience and Technical Skills:
Required:
* 1+ year of relevant experience, such as account management, client service, or group benefits experience
* Strong proficiency with Microsoft Office Suite (particularly Excel, Word, PowerPoint, Teams, Outlook Mail) and must be familiar with Webex and Zoom meeting applications.
* Excellent organizational, interpersonal, and communication skills, both written and verbal.
* Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness.
* Must be comfortable speaking and presenting in front of customers.
* Ability to balance autonomous work with collaborative environments; effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible.
* Ability to balance customer expectations with MetLife capabilities.
* Self-motivated to learn more about the business and is proactive in personal development.
* 10% travel requirement.
Preferred:
* Knowledge of group benefits products, particularly Accident & Health and Life, preferred knowledge of Disability & Dental.
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
Client Services Representative (Pest Control)
Posted 4 days ago
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Job Description
At HMG Pest Solutions, we believe exceptional service starts with strong communication, clear knowledge, and a people-first approach. As a Client Services Representative, you'll play a hands-on role in helping homeowners protect their properties through personalized pest control solutions while representing one of the most trusted names in the industry.
This is more than a job; it's a starting point. We're looking for candidates who are eager to grow, willing to learn, and ready to make a lasting impact in the communities we serve. The right fit for our Client Services Representative team is:
- Personable, dependable, and motivated to help others
- Comfortable working in the field and speaking with new people daily
- A strong communicator with a positive, solution-focused mindset
- Open to feedback and committed to continuous improvement
- Organized, goal-oriented, and ready to take initiative
As a Client Services Representative, your job is to connect with homeowners, assess their needs, and guide them toward the most effective pest control options. You'll become a trusted resource, delivering confidence and clarity at every step. Your primary responsibilities as a Client Services Representative will include:
- Introducing pest control solutions to homeowners through community outreach
- Educating potential customers about service options, safety practices, and treatment timelines
- Assisting with service selection, pricing breakdowns, and enrollment details
- Answering homeowner questions with professionalism and care
- Building positive relationships that encourage referrals and repeat business
- Gathering feedback to help improve service delivery and client satisfaction
We don't expect you to come in with all the answers. What we do expect is curiosity, coachability, and a commitment to learning. Here's what you'll gain in your first 60 to 90 days:
- In-depth product knowledge of pest control treatments, processes, and benefits
- Hands-on training in homeowner communication, territory outreach, and service walkthroughs
- Weekly performance coaching to improve presentation skills and customer conversations
- A mentor-led onboarding experience that sets the foundation for long-term success
- Clear advancement opportunities into leadership, team training, or client relations
If this sounds like a good fit, we'd love to hear from you! Submit your resume today and a member of our team will be in touch.
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US Seasonal Tax-Private Client Services Senior Manager

Posted 11 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - Private Client Services - *Remote*** ** **
Private Client Services (PCS) is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
**The opportunity**
You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams.
**Your key responsibilities**
As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our Private Tax clients. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.
**Skills and attributes for success**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Influencing skills, and the confidence and curiosity to question existing processes
+ The ability to produce technical writing and research in a tax context
+ Experience performing high quality review of complex tax returns
+ Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance
+ Experience with federal and state personal and trust income tax
+ A thorough understanding of estate and wealth planning
+ Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
+ Comfort with working remotely in a virtual team environment
**To qualify for the** **role** **you must have** ** **
+ Valid US Certified Public Accountant (CPA) license or active state bar membership
+ A bachelor's degree in Accounting, Finance, Business, or a related discipline
+ A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps
+ Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
**Ideally,** **you'll** **also have**
+ A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $120/hr to $150/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Tax Services Manager - Financial Services Organization - Private Client Services, EDGE

Posted 11 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
The opportunity
EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation.
Your key responsibilities
A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.
Responsibilities include
+ Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
+ Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
+ Ability to lead projects and work independently, with guidance in only the most complex situations
+ Incumbent has specialized depth and/or breadth of expertise
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Support effective long-term relationships and manage workflow effectively with our clients
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
+ Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to team members
Skills and attributes for success
+ Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
+ Experience presenting in client conversations regarding complex or difficult topics
+ Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments, team members and deadlines simultaneously
To qualify for the role you must have
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Proficient in the use of various tax and accounting technologies
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
What we look for
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $87,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 122,600 to 212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .