Administrative - Client Services I Client Services I
Posted 1 day ago
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Genesis10 is seeking a Client Services Analyst with our financial services client in Pittsburgh, PA. This is a six-month contract to hire position requiring 5 days onsite. This position pays $20.00 per hour -$22.00 per hour, depending on skill and experience level. Summary and responsibilities: Assist multiple Operations teams who support Investment Management, Banking, and Loan products throughout the life of an account. The functional work performed supports processes related to Account Openings, KYC, Securities Processing, Various Cash Activities, Fees, Tax, Mortgage and Loan Origination/Advances/Payments, Deposits, Accounting, Reconciliations, Records Management, and Account Closings. Data entry and review of sensitive client information across multiple systems and processes Document management, including scanning, filing, and vault maintenance Processing of incoming and outgoing mail, which includes checks, proxies, loan documentation, statements, and various client communications. Various project support tasks Required skills: Strong attention to detail with the ability to process critical data accurately and timely manner Excellent client service skills using both written and oral communication Experienced user of Microsoft Office products, basic understanding of Excel High organizational ability while being able to prioritize multiple tasks in a changing environment Ability to work in a fast-paced, deadline-driven environment with a sense of urgency Ability to work independently and in a team setting. Bachelor's degree If you have the described qualifications and are interested in this exciting opportunity, apply today! About Genesis10 Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years. Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Client Services Associate
Posted 1 day ago
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Care Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric therapy, nursing, and school-based services. We seamlessly integrate into children's lives by bringing individualized care to children where they live, work, and play. Our pediatric specialists are committed to providing high-quality pediatric services that help children and families live their best lives. We empower our community of clinicians to meet children where they are by providing the support and resources necessary to decrease administrative burdens. This focus allows our clinicians to obtain optimal work-life balance. We are looking for a critical thinker and proactive Client Services Associate in our Pittsburgh, PA office that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position Types Available: Full-Time, In Office Client Services Associate responsibilities include: Coordinates and schedules referrals for new and existing home care services. Provides continuity of care in coordinating referrals. Communicates to each caregiver all pertinent information regarding client care. Keeps caregiver calendars and client information accurate and current. Communicates to the departmental Director all pertinent information regarding client/caregiver issues. Routinely interact with personnel such as clients, family members, and care managers to facilitate home care services. Comprehensive Ability to: Exhibit an eagerness to work in a team-based environment, while taking independent responsibility for all referrals received. Accept changes in duties or new assignments with a positive attitude in a fast-paced environment. Work with a sense of urgency while maintaining a high level of detail. Use language that consistently reflects a thorough understanding of the home care industry. Qualifications: High School Diploma or GED required; college degree is preferred. Previous experience in recruiting, scheduling, or sales preferred. Strong computer skills with proficient knowledge of Microsoft Word, Outlook, and Excel required. Must possess strong interpersonal and customer service skills. Must be able to solve complex problems and function effectively in a fast-paced work environment. Ability to read, write and communicate in English. Bilingual (Spanish/English) preferred. What we Offer: A supportive and collaborative work environment. Opportunity to Join a Rapidly Growing, Fast-Paced Organization! Comprehensive benefits package, including health, dental, and vision insurance. Generous Paid Time Off 401K A chance to make a meaningful impact in the lives of children and families. Annual Salary Range: Full-Time, In Office: $50,000.00 Quarterly bonuses *Compensation dependent on experience. Location: Pittsburgh, PA / Hybrid If you are the best at what you do, and are ready to work with an innovative, positive and supportive organization, please contact us today. Care Options For Kids is an equal opportunity employer. The Equal Employment Opportunity Policy of Care Options For Kids is to provide a fair and equal employment
Client Services Associate
Posted 1 day ago
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Client Services Associate | Pittsburgh, PA Join a team where precision meets purpose.Are you detail-driven, highly organized, and ready to be the backbone of a high-performing operations team? We're looking for a Client Services Associate to support critical functions across Investment Management, Banking, and Loan operations - from the moment an account opens to its closing chapter.Location: Pittsburgh, PA What You'll Do:Be a vital part of our operations network by assisting teams responsible for:Account Openings, KYC, and Securities ProcessingCash Movements, Fee Processing, and Tax ActivitiesLoan Origination, Advances, and PaymentsDeposit Management, Accounting, and ReconciliationDocument Vault Maintenance and Account ClosingsKey Responsibilities:Accurately enter and review sensitive client data across multiple platformsManage essential documents: scanning, filing, and organizing physical recordsHandle daily mail flow, including checks, loan documents, statements, and moreSupport team projects and assist with operational initiativesWhat We're Looking For:Must-Haves:Impeccable attention to detail and data accuracyExcellent communication skills - both written and verbalStrong Microsoft Office skills (especially Outlook and Word)Highly organized, able to prioritize in a dynamic environmentProactive mindset with the ability to work independently and in a teamThrive in a fast-paced, deadline-driven environmentBonus Points (Preferred Skills):Basic understanding of Microsoft Excel and AccessPrior experience with operations, financial services, or records managementQuick learner with a positive, client-first attitudeWhy Join Us?Be part of a reputable organization supporting high-impact financial operationsGain hands-on experience across multiple business functionsWork with a collaborative, professional team in a growth-focused environmentApply today and bring your attention to detail to the heart of our operations.#LI-ES1
Client Services Coordinator
Posted 1 day ago
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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 Pittsburgh, PA. office***
About you
You are an experienced professional looking to take the next step of your career in commercial real estate! Your background includes delivering exceptional brokerage support to internal and external clients. In this position, you will be supporting marketing, operational duties, and transactional management with a high level of business acumen and entrepreneurial spirit - which means YOU will be an integral part of the team's success.
In this role, you will.
- Create/format proposals and presentations collaborating with Colliers Marketing to help curate team marketing collateral
- Create and send tenant/property eblasts, create market surveys, and tour books, schedule tenant tours, process executed lease/amendment paperwork, create vouchers, collect pertinent documentation
- Help oversee the team's transactions, tracking critical dates and regularly updating clients and colleagues
- Maintain company databases to track prospects and business opportunities
- Bring a great attitude in learning the business and local marketplace by attending local business and industry events, networking, and participating in client meetings
- At least 1-2+ years of sales or administrative experience in a professional environment (preferably real estate, sales, legal, architectural, construction or related)
- Commercial real estate experience is an asset
- Adobe Creative Suite (InDesign) experience preferred
- High proficiency in MS Office Suite (Word, Outlook, Excel, PowerPoint)
- High level of initiative and excellent communications skills, both oral and written
#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.
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 Specialist
Posted 2 days ago
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Genesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a six-month + contract-to-hire position. This position will require working onsite 5 days a week. Compensation: $20.00 - $22.00 per hour, W2, depending on skill and experience level. Responsibilities Assist multiple Operations teams who support Investment management, banking, and loan products throughout the life of an account. Supporting client-facing teams, nationwide, in cash disbursements and supporting functions. Executes activities associated with facilitating cash movement for Wealth Management clients on IM and banking platforms Review documentation to ensure compliance with risk and compliance procedures Enter transactional details to facilitate cash movement Outgoing cash movement includes, foreign and domestic wires, ACH, checks and internal transfers Foster strong partnerships with client-facing staff nationwide Data entry and review of sensitive client information across multiple systems and processes Various project support tasks Required Skills Ability to work in a fast-paced, deadline-driven environment with a sense of urgency Strong attention to detail with ability to process critical data accurately and timely Excel skills Highly organized and able to prioritize a large account load in a fast paced environment Excellent client service skills using both written and oral communication Ability to work independently and in a team setting Self-motivated and driven associate who wants to learn Familiarity with cash distributions is a plus Bachelor's degree preferred If you have the described qualifications and are interested in this exciting opportunity, apply today! About Genesis10: Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years. Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as the Best Company for Career Growth, Diversity, and Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #INDGEN10
Concierge/Client Services Specialist
Posted 2 days ago
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Join one of the most innovative, forward-thinking law firms in the country. As a member of the Concierge and Client Services team at Saxton & Stump team, you'll be joining a culture of excellence and teamwork, mixed with a strong focus on investing in our team and the community. We understand that the new legal environment requires a different type of approach to all aspects of the business, and we've built that into the way we recruit, the way we structure our team, and the way we value customer service.This individual will ensure that clients have an exceptionally positive experience when working with our organization. This role is highly visible, often serving as the first point of contact between Saxton & Stump and clients visiting or calling our offices. The selected candidate will have a significant impact on the overall client experience and the perception of our brand. A portion of time will be dedicated to administrative support for the firm's attorneys. Responsibilities Concierge and Administrative legal tasksFront desk and reception duties, greet clients and visitors with a smile and ensure five-star hospitality is provided during the visit Answer and direct incoming calls on a multi-line phone system and assist with responding to inquiries.Process outgoing mail and packages dailyAssist Concierge Services Manager with scheduling conference rooms and communicating effectively with all team members to ensure schedule coordination.Place catering orders for food, beverages, and refreshments as neededProvide overall office management maintaining public spaces, including conference rooms, lobby, and breakrooms.Backup to the Concierge Services team for meeting set up, supply ordering, as needed.Prepare all meeting rooms with proper equipment, technology, and accessories, as needed.Support Attorney CLE Registration and Yearly license renewalsProvide legal administrative support to the attorneys and paralegals to include but not limited to mailings, client communications, printing and scanning projects, expense reports and other projects as assigned. RequirementsSkills/ExperienceHigh energy and genuine enthusiasm for achieving five-star internal and external client service.Demonstrate the ability to think strategically, anticipate work needs and find solutions to overcome obstacles independently.Tech-savvy with the ability to learn new systems and processes quickly.Demonstrated ability to communicate confidently and collaborate with individuals at all levels of the organization.Must be well-organized and detail-oriented with excellent written and verbal communication skills and maintain a positive attitude.Must have excellent time management skills.Ability to work independently and in a team setting.Friendly and welcoming attitude, with the spirit to serve.Ability to multi-task and work within deadlines.Successfully navigate a fast-paced professional services environment and prioritize and adapt to changing workload demands.Self-motivated and proactive, recognizing tasks that need to be completed and willing to complete them with a positive attitude. Qualifications/Requirements1-3 years of experience in a professional environment is preferredAbility to be flexible to the needs of the firm based on events. May require some evenings and weekend hours at timesLegal administration or related field preferredProficiency in Windows 10 and Microsoft Office, including Word, Excel, PowerPoint, Outlook, and TeamsFamiliar and comfortable with video conferencing software (Microsoft Teams, Zoom, GoTo Meeting, or similar) - preferred but not requiredPA Notary preferredCompensationSalary is negotiable, Saxton & Stump offers a competitive salary, as well as a comprehensive benefits package, including medical, dental, and vision insurance, a 401k plan, and the opportunity for professional growth.Who We AreJoin one of the most innovative, forward-thinking law firms in the country. As a member of the Saxton & Stump team, you'll be joining a culture of excellence and teamwork, mixed with a strong focus on investing in our team and the community. We understand that the new legal environment requires a different type of approach to all aspects of the business, and we've built that into the way we recruit, the way we structure our team, and the way we value customer service. Apply today and be a part of the future of legal and consulting services.
Account Manager II - Client Services

Posted 10 days ago
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At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Account Manager II within PNC's Client Services organization, you will be based in Kansas City, Pittsburgh, Little Rock, or Birmingham .
**Job Description**
+ Under supervision, responsible for developing and maintaining assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients.
+ Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. This includes leveraging industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.
+ Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. May work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines.
+ Participates in the analysis, assessment and documentation of client requirements. Forecasts and tracks key account metrics. May identify customization needs, and work with service partners to decision/implement.
+ Manages processes outlined in the contract and partners to resolve challenges regarding implementation and production issues. Serves as an escalation point for high severity requests or issues. Works towards finding the best solution to maintain a positive client relationship.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations
**Competencies**
Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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Client Services Analyst II (remote)

Posted 10 days ago
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**Job Summary:**
The Key Client Service Analyst, part of the Key Client Services team, is responsible for managing an assigned portfolio of NRG's highest valued customers and brokers by delivering exemplary personalized customer service. This role involves regular collaboration with multiple functional groups to assist in managing the service needs of the portfolio. The analyst will perform analysis and resolve issues while contributing to the development of new processes and procedures to enhance customer experience, aiming to retain and expand customer relationships throughout the service lifecycle.
**Essential Duties/Responsibilities:**
+ Act as the main contact for lifecycle interactions with high-value customers and brokers across NRG's products and markets
+ Build and sustain strong relationships internally and externally to quickly and accurately resolve issues for customers and brokers
+ Oversee end-to-end service including but not limited to customer onboarding, account setup, and timely resolution of any issues arising throughout the customer lifecycle
+ Analyze routine reports (daily, monthly, quarterly) for accuracy and completeness
+ Create and prepare reports based on specific contractual agreements or ad-hoc requests utilizing large data sets, SQL queries or other internal sources
+ Drive operating costs reductions by advocating for electronic billing and payment across the assigned customer portfolio, serving as the intermediary between technical teams
+ Act as lead for NRG's customer portals as it relates to activities supporting the Key Client Services customer and broker portfolios
+ Identify and address opportunities for process improvement within Key Client Services, drive initiatives that streamline operations, enhance team efficiency, and elevate the overall customer experience.
+ Contribute to initiatives aimed at enhancing the customer experience across the organization, by providing support for ongoing projects, including training for other Customer Care teams
+ Regularly engage with assigned customers and brokers to ensure that service delivery meets their expectations and provide insights to the direct Manager
+ Deliver an exceptional customer experience and proactively address any service delivery gaps identified through Net Promoter Scores or feedback surveys
+ Protect revenue streams by handling contract amendments using departmental procedures, analyzing requests, validating data, contacting customers for clarification, follow up on status, and communicating enrollment exceptions promptly
**Working Conditions:**
+ Travel could be expected by no more than 25%
**Minimum Requirements:**
+ Bachelor's degree in operations, business management, data science, information systems or related areas
+ 5+ Years of relevant work experience
+ Highly proficient in both oral and written communication
+ Must possess a positive, can-do attitude
+ Demonstrated proficiency in managing self-directed time, priorities and general workload while adhering to deadlines
+ Excellent analytical & problem-solving skills, combined with the ability to provide high levels of customer satisfaction
+ Proficient in using Microsoft Excel and PowerPoint
**Additional Knowledge, Skills and Abilities:**
+ General knowledge of Microsoft SQL server, Power BI and Artificial Intelligence tools are considered a plus
+ An understanding of North American gas and power markets and competitors would be considered an asset
**Physical Requirements:**
+ Frequent opportunity to move about
The base salary range for this position is: $39,120-70,440. The base salary range above represents the low and high end of the salary range for this position. Actual salaries will vary based on several factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Other rewards may include annual bonus, short- and long-term incentives, and program-specific awards. In addition the position may be eligible to participate in the benefits program which include, but are not limited to, medical, vision, dental, 401K, and flexible spending accounts.
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
Official description on file with Talent.
Tax Services Manager - Financial Services Organization - Private Client Services, EDGE

Posted 10 days ago
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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?
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Senior Tax Analyst - Private Client Services
Posted 15 days ago
Job Viewed
Job Description
As a trusted advisor in the professional services industry,you know what matters most to clients: Big thinking with a personal focus. Youalso know what matters most to your own success, including: career growth,work-life flexibility, leadership that cares about your ability to succeed, theopportunity to give and receive one-on-one coaching and mentoring, as well aslearning opportunities that inspire professional development. Experience themall at Schneider Downs, where we've been providing accounting, tax, consulting, business advisory and wealth management services through our team of innovative thought leadersfor over 65 years. Start building a career with people motivated to help yousucceed-and enjoy more of what counts .
As a Senior Tax Analyst - Private Client Services , you will prepare and review tax returns of individual, fiduciary and closely-held businesses, as well as research and analyze a wide range of tax issues and tax implications. You will be a critical member of the engagement team working on compliance and consulting projects related to tax planning opportunities and the tax implications to the client. In this role, you will support a diverse client base in various industries and assist firm leadership in identifying new opportunities and assist in obtaining new engagements.
Learn more about what it's like working at Schneider Downs here:
Schneider Downs has embraced the hybrid work model, so this role will have flexibility working from home, as well as in the office.
WHAT YOU'LL DO
- Act as a trusted member of the engagement team and provide various tax compliance and advisory services
- Prepare and review returns for engagements for a variety of clients, including reviewing tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities
- Stay informed of current and proposed tax legislation, communicating potential impacts to clients and assist with planning
- Proactively communicate with engagement team and client on complicated tax matters and specialty tax practices
- Maintain and develop strong client relationships on various tax consulting/compliance engagements
- Manage engagement workflow, engagement team resources and engagement billing
- Work as part of a coordinated client service team approach, working with other practice units to provide industry knowledge and insight to clients in a variety of industries
- Review engagement profitability and prepare and analyze monthly billing for assigned engagements
- Work as a team on internal initiatives that promote firm growth, culture, technical tax content development and technological advances
- Bachelor's or master's degree in Accounting
- Minimum of three years of public accounting experience, or relevant private family office experience providing tax planning services, or preparing and reviewing client work papers and income tax returns
- CPA license eligibility
- Highly motivated self-starter with ability to prioritize tasks and complete assignments within time constraints and deadlines
- Strong leadership, project management, organizational and analytical skills
- Excellent verbal and written communication skills
- Strong knowledge of Microsoft Office 365, including Word, Excel and Power Point
WHERE CULTURE COUNTS
At Schneider Downs, our culture is our identity. And it'sour culture of care that makes us unique. Even as we grow, we work hard toretain this culture to continuously promote a positive, supportive workenvironment through our core values: Care & Respect, Integrity, Be Great, Adaptive and We Not Me.
ENJOY MORE OF THE THINGS THAT MATTER MOST
- Competitive compensation
- Insurance, including health, dental, and vision,that begin on day one
- 20+ days of paid time off and 13 paid holidays
- Flex Fridays and office closures for summer andwinter breaks
- Parental leave, family care leave, and volunteertime
- 401(k) plans and profit sharing
- CPA exam bonus, education assistance program, andpet insurance
A PLACE WHERE INCLUSIVITY COUNTS
Schneider Downs is an Equal Opportunity Employer. Allqualified applicants will receive consideration for employment without regardto race, color, religion, sex, sexual orientation, gender identity, nationalorigin, disability, veteran status, and other protected characteristics. Webelieve a culture of care that celebrates diversity, equity, and inclusioncontributes to a better company, better client services, and a better world.
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