• Hired by Matrix (Bowling Green, NY)
    …by joining a global financial institution? If so, our client is hiring a Client Tax Representative ! What You'll Do: Assists Financial Advisors with calls ... of withholding and reporting. Must be familiar with the various types of client account classifications, tax document requirements and associated withholding and… more
    JobGet (09/15/24)
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  • Wilmington Savings Fund Society (Wilmington, DE)
    …team and across departments.Identify and pursue new business opportunities, client acquisition, and strategic partnerships.Expand the Bank's Cash Connect services ... to enhance market share, deepen client relationships and customer satisfaction.Build and maintain strong relationships with key clients and stakeholders, acting as… more
    JobGet (09/15/24)
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  • Tax Client Representative

    JPMorgan Chase (Newark, DE)
    …'s investments from global tax authorities. You have found the right team! As a Tax Client Representative Associate within the Client Tax ... tax documentation + Develop a deep understanding of the client 's business, structure, and tax strategy to ensure all entitled tax benefits are received… more
    JPMorgan Chase (08/23/24)
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  • Tax Research Representative -S

    H&R Block (CO)
    **534158BR** **Title:** Tax Research Representative -S **What you'll do ** **:** H&R Block, the world's leader in tax preparation services, is looking for ... or part-time position assisting our Tax Institute's Tax Research Analysts solve their client 's ...the upcoming 2024 tax season! As a ** Tax Research Representative ** , you will be… more
    H&R Block (09/06/24)
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  • Tax Customer Service Representative

    Mass Markets (Savannah, GA)
    …Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation inquiries + Document client interactions ... individual and possess excellent communication skills, we need your help answering tax related questions and offering advice. You will by provide expert guidance,… more
    Mass Markets (06/29/24)
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  • Association Services Client Services…

    Truist (St. Petersburg, FL)
    …America) **Please review the following job description:** Provide the perfect client experience to external clients (eg management companies, associations and ... homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the client in a non-facing environment.… more
    Truist (08/13/24)
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  • Ally Invest - Trading and Client Service…

    Ally (Austin, TX)
    …your opportunities be, too? **The Opportunity** The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer ... multi-task environment. * Experience in leveraging organizational skills to support client needs, focusing on execution, accuracy and efficiency. * Experience… more
    Ally (08/31/24)
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  • Client Services Representative

    TEKsystems (Lake Mary, FL)
    TEKsystems is hiring a large group of Client Service Representatives to work for a client located in the Lake Mary, FL area. These positions will offer a HYBRID ... position is open due to rapid growth with the client . Job Description . Provides quality customer service and...-Critical Illness, Accident, and Hospital -401(k) Retirement Plan - Pre- tax and Roth post- tax contributions available -Life… more
    TEKsystems (09/18/24)
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  • Client Services Representative

    TEKsystems (Westborough, MA)
    IMMEDIATE BANKING CALL CENTER REPRESENTATIVE OPENINGS FOR A LARGE BANKING ORGANIZATION MONDAY-FRIDAY ** 8 HOUR SHIFT BETWEEN 8AM-8PM (SCHEDULE ASSIGNED IN ADVANCE) ... Critical Illness, Accident, and Hospital 401(k) Retirement Plan - Pre- tax and Roth post- tax contributions available Life Insurance (Voluntary Life & AD&D for… more
    TEKsystems (09/18/24)
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  • Client Service Representative

    Paychex (High Point, NC)
    …call queue handling client calls to process payroll, enter payroll and tax information and answer questions for clients in multiple states. + Learn and maintain ... knowledge of the payroll processing system, wage and tax laws to develop a trusted relationship with our...and handle escalations. + Take initiative to elevate the client experience, quickly resolve situations and focus on one… more
    Paychex (08/28/24)
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  • Client Service Representative

    Paychex (Allentown, PA)
    …call queue handling client calls to process payroll, enter payroll and tax information and answer questions for clients in multiple states. + Learn and maintain ... knowledge of the payroll processing system, wage and tax laws to develop a trusted relationship with our...and handle escalations. + Take initiative to elevate the client experience, quickly resolve situations and focus on one… more
    Paychex (08/06/24)
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  • Client Digital Sales Representative

    ADP (Allentown, PA)
    …As a Digital Sales Associate, you will sell ADP solutions, including payroll, tax , human resources, and benefits to new and existing clients using the latest ... human resources technology, offering the latest AI and machine learning- enhanced payroll, tax , human resources, benefits, and much more. We believe our people make… more
    ADP (09/10/24)
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  • Client Service Representative

    Kestra Financial (Bellaire, TX)
    …retiring soon. Our practice is largely focused upon helping clients pay less tax and not outlive their money. Position Duties and Responsibilities: . Maintain ... . Process distributions, Roth conversions, and other transactions. . Respond to client inquiries. . Scheduling meetings with clients. . Assist clients with website… more
    Kestra Financial (08/02/24)
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  • Tax Senior, Unclaimed Property Tax

    Deloitte (Columbus, OH)
    …and provide state tax consulting and compliance services to a diverse client base in various industry sectors. You will continue to grow your technical knowledge ... Are you a strategic and creative Unclaimed Property Tax professional who enjoys working on complex state...assessment, audit, or voluntary disclosure agreement process. + Developing client , legal counsel, and state representative written… more
    Deloitte (08/10/24)
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  • Expat Tax Advisor - S

    H&R Block (CO)
    tax preparation company. As a representative of H&R Block Expat Tax Services, you are responsible for developing client relationships and providing high ... information and feedback to clients as it relates to tax preparation and refer any unresolved client concerns to management. + Work with client service… more
    H&R Block (09/06/24)
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  • Client Services Representative

    TEKsystems (Lake Mary, FL)
    …+ | Critical Illness, Accident, and Hospital + | 401(k) Retirement Plan - Pre- tax and Roth post- tax contributions available + | Life Insurance (Voluntary Life ... & AD&D for the employee and dependents) + | Short and long-term disability + | Health Spending Account (HSA) + | Transportation benefits + | Employee Assistance Program + | Time Off/Leave (PTO, Vacation or Sick Leave) About TEKsystems: We're partners in… more
    TEKsystems (09/19/24)
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  • Securities Services - Global Custody Tax

    JPMorgan Chase (Boston, MA)
    …expertise, leadership and guidance to business partners in relation to the custody tax product, and engaging in industry representative efforts related to new ... Vice President you will act as the face of the Tax Product with clients by supporting client meetings, requests for proposals, and deal presentations. In this… more
    JPMorgan Chase (08/02/24)
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  • Payroll Support Representative

    ADP (El Paso, TX)
    …a** **Payroll Support Representative -- Level I.** The Payroll Support Representative supports Major Accounts Comprehensive Services Client users on WFN, ... needed 3. Researches Benefit Accruals recalculates and imports corrections. + Assists Client with tax changes for understanding, conducts research and follow-ups… more
    ADP (09/13/24)
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  • Tax Supervisor

    SpartanNash (Byron Center, MI)
    …and individual tax returns for clients. + Review and/or prepare quarterly tax estimated payments. + Ensure client financial statements are prepared in ... Services area to include, but not limited to, preparation/review of various tax returns, estimates and financial statements while acting as a financial advisor… more
    SpartanNash (07/12/24)
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  • Business Support Rep - Mortgage Tax

    FirstBank PR (San Juan, PR)
    BUSINESS SUPPORT REPRESENTATIVE (MORTGAGE TAX & ESCROW) Our Company AtFirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ... the time by regulation with the letter. . Responsible for determining if client has property tax debt and manage adequate re payment which may require an escrow… more
    FirstBank PR (09/17/24)
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