Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: Tax Specialization: - Develop and maintain an in-depth understanding of technical and practical issues related to partnership taxation. - Engage in process improvement and team-building initiatives. - Maintain and develop client relationships, acting as a guide...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services is tasked with leveraging their educational background and professional experience to deliver tax compliance and consulting services to high net-worth clients. Key responsibilities include: - Managing tax...
retaining, and growing a portfolio of assigned clients through... proactive relationship management, onboarding coordination, performance analysis, and cross-functional partnership. This role is the primary liaison between clients and internal teams, ensuring strong customer service, timely issue resolution, and continuous improvement....
Client Performance Specialist About the Organization Law firm has been a trusted leader in the financial services and real estate industry for over 25 years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that...
- Local at the company is responsible for providing... to clients using the company's TurboTax products. Key responsibilities... include: - Delivering hands-on tax advice and preparation services for clients, managing a range of tax situations from simple to complex, including personal...
Firm Marketing Consultant The candidate will call on Law Firms presenting our unique online marketing solutions. Develop new accounts while servicing existing business. Coordinate marketing campaigns with marketing in DMA. Provide expert level customer service. Structure, develop and manage a...
Title: Manager, Business Tax Services Alternative Investments Job Responsibilities: - Oversee client portfolios of various sizes and scopes within the alternative investment fund industry, including private equity, real estate, and/or hedge funds. - Act as the first point of contact for internal and...
to provide administrative oversight for a contract portfolio. This includes responsibilities such... as review, negotiation, correspondence, documentation, and strategic go-to-market activities between the company and clients. The Senior... Associate acts as the lead for both internal/external data calls and...
Client Relations Specialist About the Organization Law firm has been a trusted leader in the financial services and real estate industry for over 25 years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that...
Client Performance Specialist Job Responsibilities The Client Performance Specialist plays a crucial role in supporting the Client Relations Specialist and Operations by focusing on monitoring client performance metrics, identifying trends and risks, and collaborating with Operations to drive remediation and continuous...