33 private client services senior associate tax jobs


Client Experience Associate

(us)

Confidencial

A company is looking for a Client Experience Associate Key Responsibilities: CX Operations: Responding to and managing client experience inquiries in various channels Ad-Hoc Tasks: Completing ongoing clerical, administrative, and routine tasks...


Vice President - Client Services

(us)

Confidencial

A company is looking for a Vice President - Client Services. Key Responsibilities: Lead client relations, operational effectiveness, revenue generation, and client retention Establish and maintain client account plans to achieve client...


Commercial Customer Service Associate

(us)

Confidencial

A company is looking for a Commercial Customer Service Associate - REMOTE in PST or MST. Key Responsibilities: Responsible for small to medium accounts Main contact for day to day customer needs Develop and maintain good working relationships...


VP Client Experience

(us)

Confidencial

A company is looking for a Vice President, Client Experience for a remote position in the United States. Key Responsibilities: Provide strategic leadership over all client accounts Lead agency?s service delivery process and client...


Associate Advisory Operations

(us)

Confidencial

A company is looking for an Associate, Advisory Operations. Key Responsibilities: Client relationship management of a multi-location practice Assisting with transaction processing and trade execution Supporting various client and...


Payroll Associate

(us)

Confidencial

A company is looking for a Payroll & People Associate for a remote part-time position. Key Responsibilities: Process bi-weekly payroll accurately and timely using ADP Workforce Now Maintain HRIS data, provide regular reporting on...


Associate Project Manager

(us)

Confidencial

A company is looking for an Associate Project Manager. Key Responsibilities: Champion the process and inspire trust in project management Keep clients informed and maintain a high level of client satisfaction Manage project schedules, control...


Senior Accountant

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Confidencial

A company is looking for a Senior Accountant (Remote). Key Responsibilities: Overseeing staff accountants and providing feedback through regular one-on-one meetings Performing month-end reviews and reconciling accounts against bank and credit...


Senior Manager Project Finance

(us)

Confidencial

A company is looking for a Senior Manager, Project Finance. Key Responsibilities: Lead project finance transactions and negotiations Review complex financial models and conduct due diligence Facilitate coordination between internal teams for...


Associate Principal - Market Research

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Confidencial

A company is looking for an Associate Principal in Market Research. Key Responsibilities: Expertise in quantitative research design and analytic approaches to address client business issues Demonstrate creativity and innovation in developing...


Senior Software Engineer

(us)

Confidencial

A company is looking for a Senior Software Engineer for a remote position. Key Responsibilities: Design, plan, and implement CI/CD pipelines and client-specific cloud solutions Scale cloud services to serve growing businesses Implement...


Customer Service Account Manager

(us)

Confidencial

A company is looking for a Customer Service Rep - Account Manager. Key Responsibilities: Provide exceptional customer service and support to clients Resolve technical issues and educate clients on using the hiring software Collaborate with...


Senior Internal Auditor

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Confidencial

A company is looking for a Senior Internal Auditor. Key Responsibilities: Develop audit scope, perform internal audit procedures, and prepare reports Guide and review work performed by internal audit staff Identify audit findings, develop...


Senior Project Manager Consulting

(us)

Confidencial

A company is looking for a Senior Project Manager, Consulting. Key Responsibilities: Contribute to strategic vision and operational design of the Consulting Group Design and implement successful project and client management strategies Support...


Senior Manager Product Management

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Confidencial

A company is looking for a Senior Manager of Product Management. Key Responsibilities: Lead and prioritize a team of Product Owners and Business Analysts Manage product teams, drive product strategy, and increase platform satisfaction Oversee...


Surplus Lines Manager

(us)

Confidencial

A company is looking for a Surplus Lines Manager. Key Responsibilities: Supervise Filing Services Team Leads and ensure timely and accurate completion of state regulatory surplus lines tax filings Monitor team progress and productivity to...


SVP Accounting

(us)

Confidencial

A company is looking for a Senior Vice President, Accounting. Key Responsibilities: Develop and implement accounting policies and procedures for compliance Manage the accounting close process and ensure accuracy of financial statements Lead...


Fraud Risk Analyst

(us)

Confidencial

A company is looking for a Fraud Risk Analyst Key Responsibilities: Review Customer Accounts for potential cases of fraud Work closely with Risk and Compliance team on proactive prevention strategies Build reports on Fraud monitoring for...


Customer Care Specialist

(us)

Confidencial

A company is looking for a Customer Care Specialist. Key Responsibilities: Answer incoming calls and assist customers with orders, product inquiries, and billing Guide customers through troubleshooting and usage of products/services Update...


Executive Assistant Sales Coordinator

(us)

Confidencial

A company is looking for an Executive Assistant and Sales Operations Coordinator. Key Responsibilities: Provide administrative support to the Director of Partnerships Support team and client communications Assist the sales team with various...


Principal Market Research Analytics

(us)

Confidencial

A company is looking for a Principal (Market Research & Analytics). Key Responsibilities: Drive business development activities and work with clients on commercial analytics Solve client business issues by leveraging expertise in...


Account Manager

(us)

Confidencial

A company is looking for an Account Manager in New York City. Key Responsibilities: Establish and grow relationships with executive sponsors and decision makers Actively manage the success of a portfolio of strategic customers Close renewal...


Inside Sales Representative

(us)

Confidencial

A company is looking for an Inside Sales - Health Insurance position. Key Responsibilities: Meet or exceed monthly sales targets Educate prospects on innovative insurance coverages for dental, eye care, and auditory services Create a regular...


Accounts Payable Clerk

(us)

Confidencial

A company is looking for an Accounts Payable & Cash Receipts Administrative Clerk. Key Responsibilities: Creation of new vendors and administration of vendor management system in Sage Intacct Review, creation, and assignment of vendor...


Engagement Leader

(us)

Confidencial

A company is looking for an Engagement Leader. Key Responsibilities Lead client engagements and develop team members Build and expand client relationships Coach and mentor client staff and team members Required Qualifications Masters level...


Onboarding Specialist

(us)

Confidencial

A company is looking for an Onboarding Specialist. Key Responsibilities: Make outbound calls to potential patients to introduce products and services Answer inbound sales calls, build rapport with patients, and provide information Achieve...


Customer Strategy Manager

(us)

Confidencial

A company is looking for a Customer Strategy Manager. Key Responsibilities: Maintain ownership of 12-20 large and mid-level accounts, building consultative relationships with clients Act as a strategic collaborator for clients, providing...


Institutional Giving Consultant

(us)

Confidencial

A company is looking for an Institutional Giving Consultant Key Responsibilities: Advise clients in ongoing relationship management for portfolios of current and prospective institutional funders Plan, manage, and execute foundation,...


Commercial Contracts Lawyer

(us)

Confidencial

A company is looking for a Commercial Contracts Lawyer. Key Responsibilities: Reviewing and negotiating engagement letters and commercial contracts Managing and deepening client relationships Collaborating with team members and assisting in...


US-qualified Contracts Attorney

(us)

Confidencial

A company is looking for a US-qualified Lawyer / Contracts Attorney for a remote position. Key Responsibilities: Reviewing and negotiating investment-related contracts Managing and deepening client relationships Collaborating with team members...