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TAX SENIOR MANAGER, PRIVATE CLIENT SERVICES

Performs Tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities including preparation and review of gift tax and estate tax returns. Manages client enga...

CompanyBdo Consulting
AddressNashville, TN
CategoryInformation Technology
Job typePermanent
Date Posted 2 weeks ago See detail

Tax Senior Manager, Private Client Services

Bdo Consulting

Nashville, TN

Performs Tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities including preparation and review of gift tax and estate tax returns. Manages client enga...

2 weeks ago seen See more...

Tax Manager, Private Client Services

Bdo Consulting

Boston, MA

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people...

2 weeks ago seen See more...

Client Service Associate

Gemharvest

Chadds Ford, PA

$80,000 - $95,000 a year

Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients, building and maintaining client relationships. Participate in the growth of a gro...

2 weeks ago seen See more...

client service representative

Vca Animal Hospitals

Roanoke, VA

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

2 weeks ago seen See more...

Director, Client Services

Epsilon

Brooklyn, NY

Manage a team of account managers that work across Yieldify's US book of business. Define strategy for activating Yieldify across newly signed clients. Create training materials for onboarding new service team hires. Collaborate w...

2 weeks ago seen See more...

Quarry Scalehouse Clerk/Customer Service

Apac

Tulsa, OK

$18 - $19 an hour

401(k). Dental insurance. Health insurance. Paid time off. Vision insurance. 10 hour shift. 8 hour shift. Monday to Friday....

a week ago seen See more...

Client Service Representative

Vca Animal Hospitals

New York, NY

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

3 weeks ago seen See more...

Client Service Representative

Vca Animal Hospitals

Abingdon, VA

ESSENTIAL FUNCTIONS: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms Scheduling and confirming appointments Placing outbound calls for follow-ups...

3 weeks ago seen See more...

Client Service Representative-GSA

Bsc America/Bel Air Auto Auction

Bel Air, MD

$30.7K - $38.9K a year

401(k). 401(k) matching. Dental insurance. Employee assistance program. Health insurance. Health savings account. Life insurance. Paid time off. Paid training. Referral program. Tuition reimbursement. Vision insurance. 8 hour shif...

3 weeks ago seen See more...

Veterinary Client Service Representative

Dundee Animal Hospital

Dundee, IL

From $15 an hour

handling a high volume of calls throughout the day. appointment scheduling & confirmation. taking prescription requests in person/over the phone/via fax. updating electronic patient records & attaching records/images. checking in/...

3 weeks ago seen See more...

Operations Client Service Associate 2

State Street

Sacramento, CA

Not disclosed

Perform for operational tasks. Focus on processing for day to day business in hedge fund accounting. Work with managers on client specific projects and initiatives. Learn and understand the operating environment and help managemen...

3 weeks ago seen See more...

customer service representative - tax clerk.

Spherion

Atlanta, GA

$20.00 per hour

Under the supervision of the Assistant Finance Director, the purpose of this position is to provide excellent customer service to all citizens and perform all activities relating to tax administration.Duties include maintaining an...

2 weeks ago seen See more...

Client Service Representative

Magellan Financial

Biloxi, MS

$60,000 - $80,000 a year

Masterful handling of annuity and life insurance applications, ensuring precision and client satisfaction. Expert management of new account paperwork and ACAT processes, contributing to our seamless client onboarding experience. C...

3 weeks ago seen See more...

Retirement Plan Client Services Technician

Sentry Insurance

Goldsboro, NC

$41.4K - $52.4K a year

Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines Monitor incoming email and voice messages while corresponding with clients to provide accurate in...

3 weeks ago seen See more...

Associate Director, Health & Benefits, Client Service Team

Willis Towers Watson

Illinois, United States

Serving as lead project manager for clients; materially contributing to project plan creation and leading the team on delivery; ensuring progress against established objectives, budgets, timelines, deliverables and quality standar...

3 weeks ago seen See more...

Director, Health & Benefits, Client Service Team

Willis Towers Watson

Minnesota, United States

Leading the Client Service Team in the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards. Proactively advising clients and ensuring the...

3 weeks ago seen See more...

Client Service Associate

Escalon Services, Inc.

San Mateo, CA

$61.8K - $78.3K a year

Bachelors degree required. At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs. Excellent written and verbal communication skills. St...

3 weeks ago seen See more...

Head of Client Services, North America

The Social Element

Chicago, IL

$57.9K - $73.4K a year

Lead and develop high value relationships with our incredible clients: Youll build and sustain senior and executive-level relationships with client partners, becoming a trusted marketing partner through a strong understanding of...

3 weeks ago seen See more...

Veterinary Client Service Representative

England Animal Hospital

Fairhaven, MA

Up to $19 an hour

Veterinary Client Service Representative. No. 401(k). 401(k) matching. Dental insurance. Employee assistance program. Employee discount. Flexible schedule. Health insurance. Health savings account. Life insurance. Paid time off. R...

3 weeks ago seen See more...

Loan Services Clerk

Alliance Bank

Cape Girardeau, MO

$33.2K - $42K a year

Organizes, Maintains, updates, and verifies loan records are complete and accurate. Daily balances loan activity with general ledger accounts and reviews reports. Answers routine inquiries from customers about loans and transactio...

3 weeks ago seen See more...

Client Service Agent

Fox Insurance & Investments

New Albany, IN

From $24 an hour

Paid time off. Day shift. Monday to Friday. Customer service: 3 years (Required). Property & Casualty License (Required)....

3 weeks ago seen See more...

Guest Services Desk Clerk

Festival Foods

Wisconsin, United States

Takes ownership in order to take care of guest needs directly either by face-to-face, electronically, or telephone and responding to guest inquiries promptly. Responds to guest inquiries regarding offers, promotions, and events Ad...

2 weeks ago seen See more...

Float Spa Team Member (Customer Service / Client Experience Specialist)

East Coast Float Spa

West Chester, PA

$13 - $20 an hour

Ensure clients receive consistently outstanding service that will leave them talking about us in a positive way. Interact with clients in the Front Lobby and in the Post Float Lounge. Up-sell and cross-sell different services and...

2 weeks ago seen See more...

Client Service Rep (Entry Level CSR)

Burletto, Inc

Uniondale, NY

$900 - $1,500 a week

Acquiring and establishing new accounts. Meeting and retaining existing clients. Conduct presentations customized to the needs of the individual. Attending business meetings for product knowledge, training, development, and networ...

3 weeks ago seen See more...

Veterinary Receptionist - Client Service Representative

Sunset Veterinary Clinic

Edmond, OK

$14 - $17 an hour

401(k). 401(k) matching. Dental insurance. Employee discount. Flexible schedule. Health insurance. Life insurance. Paid time off. Professional development assistance. Referral program. Retirement plan. Vision insurance. 10 hour sh...

3 weeks ago seen See more...

Veterinary Client Service Representative/Receptionist

Nuevo Road Animal Hospital

Perris, CA

Up to $20 an hour

Employee discount. Flexible schedule. Paid time off. Retirement plan. 8 hour shift. Day shift. Weekends as needed. Perris, CA 92571: Relocate before starting work (Required)....

3 weeks ago seen See more...

LICENSED Client Service Professional - Phoenix, United States - Charles Schwab

Charles Schwab

United States

Series 7, 63 (or equivalent), required with registration in all 50 states. Flexibility to work Monday-Friday anytime between 6:30am 7:00pm Local AZ Time based on contact center needs. Strong candidates will have robust written a...

3 weeks ago seen

Client Service Representative

Vca Animal Hospitals

Cape May Court House, NJ

Access to the people and financial resources of a large veterinary community. Growth & leadership opportunities. Career development programs. Veterinary Technology degree tuition support and scholarships. Veterinary Technician lic...

3 weeks ago seen See more...

Client Service Representative

Vca Animal Hospitals

United, PA

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

3 weeks ago seen See more...

Financial Center Client Service Representative

Bank Of America

Los Angeles, CA

We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Key resp...

3 weeks ago seen See more...

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