- Bank OZK (Clearwater, FL)
- …a company. We're nationally recognized as an industry leader in financial services . That means we combine exceptional service with innovative technologies to ... situations. + Ability to build and maintain business relationships and provide excellent customer service . + Ability to work extended hours, including evenings… more
- Banc of California (Tampa, FL)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... and profilers when necessary. + Prepare and obtain executed service agreements and supporting documents for each new client....business opportunities + Strong knowledge of an array of financial products and services and a good… more
- Cherry Bekaert (Tampa, FL)
- …firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance, and tax services to our clients. We are looking for a Tax ... you will work closely with the Managing Partner - Tax Services . You'll be responsible for helping...process model for packaged (bundled) solution sets across existing tax service offerings + Drive solution set… more
- Cherry Bekaert (Tampa, FL)
- …Work (https://www.cbh.com/about/awards-and-recognition/) , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud ... respect and confidence of the partners/directors by consistently demonstrating excellent customer service , quality work products, and professional integrity. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …within a team environment. + Lead others in providing a high level of customer service + Establish and maintain effective working relationships with external ... of tax -exempt lending. + Deep knowledge of tax -exempt entities to include understanding of the financial...credit policies + Marketing bank deposit products. + Negotiating tax -exempt loan terms. + Maintaining a customer … more
- H&R Block (Largo, FL)
- …+ Bachelor's degree in accounting or related field + Previous experience in a customer service or retail environment + Experience working in a fast-paced, ... open. A Typical Day Joining H&R Block as a Tax Associate means you will have the support of...growth, increase client retention, and offer additional products and services + Provide clients with IRS support + Support… more
- H&R Block (Pinellas Park, FL)
- … situations concisely via phone, email and chat + Experience utilizing effective customer service techniques + Analytical and problem-solving skills + Successful ... stronger every year. Joining H&R Block as a Remote Tax Professional means you'll serve clients with diverse ...growth, increase client retention, and offer additional products and services + Understand that teamwork is essential to our… more
- Truist (Tampa, FL)
- …with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND ... investment solutions to help clients work toward their long-term financial goals. 2. Set the strategic direction of the...Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …changing priorities in a fast-paced work environment. + Provide a high level of customer service in a calm, courteous and professional manner. + Establish and ... contact with internal and external customers to provide detailed financial planning consultative services . **Essential Duties and...in the field at branches. + Writes articles on financial , income tax , retirement, risk management and… more
- GE Aerospace (Clearwater, FL)
- …Description Summary** Responsible for driving technical accounting compliance, financial and operational internal controls, process simplification, and operational ... excellence to deliver accurate actual financial reporting and analysis. Interprets internal and external business challenges and recommends best practices to improve… more
- PwC IT Services Co. (Tampa, FL)
- **Line of Service ** Internal Firm Services **Industry/Sector** Not Applicable **Specialism** IFS - Internal Firm Services - Other **Management Level** ... professional and technical standards (eg refer to specific PwC tax and audit guidance), the Firm's code of conduct,...requirements. This position will be part of PwC IT Services (US) LLC, a member of the PwC network… more
- PwC IT Services Co. (Tampa, FL)
- **Line of Service ** Internal Firm Services **Industry/Sector** Not Applicable **Specialism** IFS - Internal Firm Services - Other **Management Level** Senior ... professional and technical standards (eg refer to specific PwC tax and audit guidance), the Firm's code of conduct,...requirements. This position will be part of PwC IT Services (US) LLC, a member of the PwC network… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …effective working relationships. + Handle stressful situations and provide a high level of customer service in a calm, courteous and professional manner. + Apply ... and self-direction when performing tasks. + Provide a high level of customer service at all times. **Educational/Previous Experience Requirements** + High… more
- Citizenship and Immigration Services (Tampa, FL)
- …Directs staff who perform professional, technical, and administrative work. Identify significant customer service issues and priorities for the field office. ... analyses, evaluates alternatives, and develops new or alternative strategies to improve customer service issues and priorities; Directing staff who perform… more
- TEKsystems (St. Petersburg, FL)
- …performance Qualifications: + At least 2 years of RECENT experience within the financial services , ideally the retirement planning industry OR Bachelor's degree ... Job Summary: This person will be responsible for supporting the Retirement Plan Services department. The majority of their role will involve processing forms and… more
- Kelly Services (Tampa, FL)
- …an **AR Credit and Collections Specialist** with a world-class equipment and services company that sustainably advances the noble work of agriculture and ... + Communicate, as needed, with top management at the customer level and internally. + Reconcile activity for a...reconciliation issues such as short pays, short ships and tax issues. + Run aging reports and work reports… more
- H&R Block (Tampa, FL)
- …and address performance concerns Your Expertise + Prior experience working in a customer service , shift leader, or similar role + Experience supervising or ... customer -centric team of associates and accelerate their seasonal tax business by managing a single H&R Block ...Serve as point of contact for onsite escalated client service concerns + Ensure clients are scheduled properly and… more
- Zelis (St. Petersburg, FL)
- …client requirements. + 1099 Tax Services Support: Oversee tax -related transaction processing, inquiry resolution, and service cycle management. + EDI/ERA ... and Competencies + Experience in healthcare payment operations, revenue management, financial services , or similar operational environments. + Strong… more
- H&R Block (Seminole, FL)
- …as a Multi-Unit Team Leader, you'll provide leadership over three H&R Block tax offices. Using your people management experience and passion for helping people, ... you'll provide leadership to the customer -centric teams in the offices you manage to accelerate...in the offices you manage to accelerate their seasonal tax business. You'll serve as the front-line manager responsible… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …partners and with clients. **Ability to** + Identify and position the products and services financial advisors use in financial planning. + Think quickly ... net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and...to deadline pressure. + Provide a high level of customer service and commitment to a supportive… more
