Client Service Position Jobs in Usa
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| Woodridge, IL 60517 Wage: $17.00 per hour Job Type: Full-time 3pm
- 11pm Unit: Adult At Woodridge Interventions our job is helping the lives of others.
We're looking for those who share our desire to provide the best quality care to our patients and lead the fight against the opioid epidemic, be part of MAKING A DIFFERENCE in our community! Who We Are: Abraxas Youth & Family Services is a national nonprofit human services provider dedicated to Building Better Futures for at-risk youth, adults, and families.
Our diversified array of services includes alternative education, outpatient counseling, in-home services, shelter, detention, residential treatment and re-entry/transition services.
Since 1973, Abraxas team members have positively impacted the lives of those we serve and the communities in which they live.
Substance Abuse Technicians are responsible for: Monitoring, observing, and ensuring the safety and well-being of clients in a substance abuse treatment program Providing motivational and educational support and guidance to assist clients in meeting therapeutic goals Scheduling and coordinating client transportation and assisting with planning client recreational events Supporting treatment plans by reporting client observations and contributing to decisions concerning therapy, discipline and privileges Other duties as assigned Job Requirements: High school diploma or equivalency required Must be at least 21 years of age Minimum of 6 months of training or equivalent knowledge of substance abuse treatment theory and practice preferred Previous work experience with the program specific population in a residential or outpatient setting is preferred Must be able to respectfully interact with substance abuse clients and form a working therapeutic alliance Valid driver’s license in state of hire and good driving record required Physical Requirements: Ability to walk or move about facilities for up to two hours at a time, to monitor and interact with clients Ability to speak with others in order to exchange information and provide support Ability to proofread and check documents and files for accuracy on a regular basis Ability to respond to telephones and pages, and to hear and detect alarms and unusual noises Ability to drive an automobile or van and remain alert to traffic conditions, and to identify and comply with traffic signals and signs Why Should You Consider Abraxas? At Abraxas, we celebrate the richness of our diverse employees and the communities we serve.
We are actively committed to building a culture of awareness and belonging, as we strive to ensure we are a welcoming, inclusive, and culturally competent organization.
As we work to make a difference in people’s lives, we are dedicated to respect, equity, and the engagement of those we serve and our employees.
As a Trauma-Informed Care Organization, we firmly believe in recovery and that our clients can lead fulfilling and meaningful lives, and we consider it an honor and a privilege to assist them in their journey.
Whether you’re looking to begin a rewarding career or you’re a seasoned professional wanting a new challenge, we have a place for you and opportunities for development at all levels.
At Abraxas, everything we do centers around people.
That is why we are committed to providing you with competitive pay and comprehensive benefit options that help make your life easier and healthier, with a focus on providing choice when it comes to physical, emotional and financial wellness.
Our benefit options meet you where you are in your life and set you up for success both in and outside of work.
If you want to have a positive impact in the lives of others, come join us! Equal Opportunity Employer Abraxas Youth & Family Services, an affiliate of Apis Services Inc., offers a rewarding career for those passionate about making a difference in the lives of others.
Abraxas is a great place to start your career whether you have a high school diploma or GED, military experience, some college, or a bachelor or advanced degree.
If you are interested in counseling, juvenile justice, psychology, social work, teaching or just want to make a difference, we have a career path for you/ About Company: Apis Services, Inc.
(a wholly owned subsidiary of Inperium, Inc.) provides a progressive platform for delivering Shared Services to Inperium and its Constellation of affiliate companies.
Allowing these entities to advance their mission and vision.
By exploring geographical program expansion and focusing on quality outcome measures to create cost savings that result in reinvestment into the organizations stakeholders through capacity creation and employee compensation betterment.
Apis Services, Inc.
and affiliate’s provide equal employment opportunities for all employees and applicants for employment in compliance with all federal and all applicable state and local laws and regulations, including nondiscrimination in hiring and employment.
All employment decisions are made without regard to race, color, religion, gender, national origin, ancestry, age, sexual orientation, gender identity and expression, disability, genetic information, marital status, pregnancy/childbirth, veteran status or any other basis protected by law.
This policy of non-discrimination and equal employment opportunities extends to every phase and aspect of hiring and employment.
This position will be based in our NYC office (hybrid).
The position provides client accounting analysis and estimation, tracking, and accurate reporting of unbilled legal expenses (accruals) and collaboration with legal business services professionals to meet reporting deadlines.
Coordinates client accrual requests end-to-end.
Prepares/forwards accrual requests, runs the relevant unbilled/accrual data, and compiles for distribution.
Validates and reconciles matter/billing details across E-Billing platforms and Aderant to ensure accurate routing.
Maintains accrual request administration and distribution controls for deadlines and formatting as required by client.
Oversees matter cleanup and resolves missing/unclear matter identifiers to ensure complete and accurate accrual reporting.
Coordinates follow-ups, handles accrual exceptions and applies documented special routing requirements for specific partners/clients.
Navigates various E-Billing platforms.
Clearly communicates and responds to inquiries and requests made by clients, attorneys, and business services professionals.
Coordinates Client Accounting efforts on AR & Unbilled outstanding balances in collaboration with billing, secretarial, and other Firm business services professionals.
Research A/R & Unbilled balances for Firm wide clients.
Documents meetings/discussions with billers, partners and clients for actions and/or later follow-up.
Communicates issues and escalate as needed.
Interacts daily with the E-Billing, Billing & Collection teams.
Actively seeks to enhance knowledge of all Client Accounting procedures and processes.
Maintains complete and up-to-date files for each partner and/or client.
Demonstrates effective interpersonal, written, and verbal communication skills to facilitate effective work relationships with others.
Manages Firm resources responsibly.
Complies with and understand Firm operation, policies, and procedures.
Performs other related duties as assigned.
Qualifications Experience with Aderant, Bill Blast and client eBilling platforms (e.g., CounselLink, Legal Tracker, Collaborati).
Proficiency in Microsoft Office, especially Excel (e.g., pivot tables, v-lookups), with the ability to learn new software and operating systems.
Demonstrates excellent interpersonal, written, and verbal communication skills.
Highly organized with strong attention to detail and the ability to manage competing deadlines.
Ability to handle sensitive client matters with professionalism and discretion.
Ability to organize and prioritize work.
Ability to work well in a demanding and fast-paced environment.
Ability to handle multiple projects and shifting priorities.
Education and Experience Bachelor's degree Minimum of three years of Billing or Collections experience in a law firm or professional services environment The starting base salary for this position is expected to be within the range listed under Salary Details.
Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.
Salary Details $75,000
- $85,000
EQUIPMENT REQUIRED: Large SUV or pickup truck REQUIRED, (4x4 NOT required, trailer NOT required).
Safety boots, safety glasses, gloves, vest will be provided by company TOP THINGS: Strong coordination abilities, Good computer skills (excel, outlook), Good Driving.
A successful candidate will have demonstrated ability of independently scheduling, organizing, and executing field visits with concurrent projects.
* A suitable candidate will have a demonstrated ability to manage test sample inventories including coordinating delivery, processing, and labeling new samples, performing preliminary inspections, communicating sample status with engineers and stakeholders, tracking on-site materials, and dispositioning of samples.
*The ideal candidate will have basic understanding of electric utility construction processes with an understanding of Client standards and work procedures as a plus.
*The right candidate will have a strong background in supply chain management.
*An Ideal candidate will have a strong background in project and construction management.
*A successful candidate will have an excellent driving record and a current drivers license.
*They will be confident driving large vehicles with long distances.
* A successful candidate will have demonstrated experience providing training.
*Strong oral and written communication skills with a customer focus and a can-do attitude are required.
*The right candidate will participate in a team environment with engineers in brainstorming, troubleshooting, and problem-solving efforts.
Assist in miscellaneous engineering/test projects as necessary Responsibilities Safety: Demonstrate safe working practices at all times.
Strong focus on customer, general public and employee safety in all work practices.
Job Management: Collaborate well with team members and clients to schedule and arrange transportation of materials.
Detail Oriented in the managing test sample inventory Quality Improvement: Identify continuous improvement opportunities within the supply chain process Reporting: Track Samples in SharePoint and Microsoft Excel databases.
Put together simple inspection reports for ATS Failure Analysis Engineers Client Management: Consulting experience is a plus, excellent communication skills (oral and written) are essential.
Successful candidates should work well with others and have a client focus.
Job requires developing and promoting strong client relationships, having a can do attitude and being sensitive to client issues.
Role Responsibilities: Tracking of A-Tags, B-Tags, Forced Outages, and Opportunistic Events o Partner with key client personnel for each operating area to obtain data for component sample selection Collect and Schedule field components o Personal vehicle needs to accommodate sample collection (preferably truck or large SUV, 4x4 not required) o Ability to manage personal workload and communicate effectively with Field Personnel Improve the process for collecting (e.g.
Adjust LC Tag, training, collection points) o Coordinate with ATS and Field Personnel o TD-1957P should be utilized/followed Opportunistic o Training field supervisors on what ATS is looking for o Create a feedback loop from collection results to Field Supervisors o SAP LC long text work with CERT to add/collect components As Needed o Receive and log samples at ATS o Provide testing support as needed o Build a sustainable process for 2026, including establish pickup routes to minimize drive time.
Location: West Henrietta, New York, 14586
Duration: 6 months (Aprox)
Work Schedule: Monday - Friday, 9:00 AM - 6:00 PM
Description:
We are seeking a detail-oriented and proactive Accounts Receivable Associate to provide back-office support to our clients. This role is responsible for posting daily cash receipts, ensuring accuracy across all invoices, and identifying potential fraud through verification processes. The ideal candidate will thrive in a fast-paced environment and demonstrate strong analytical and organizational skills
Key Responsibilities:
- Accurately post all incoming cash to the correct client accounts and invoices based on remittances provided.
- Ensure all cash is processed and posted within the same business day.
- Verify that all invoices have appropriate backup documentation and seek clarification on any discrepancies.
- Follow up with internal teams to resolve missing or incorrect information.
- Research, reconcile, and analyze all data received to ensure financial accuracy and compliance with company standards.
- Maintain consistency and accuracy in accounting and financial transactions, adhering to internal controls and policies.
- Monitor for and help identify potential fraudulent activity during verification processes.
Skill Requirements
- Minimum 2 years of Accounts Receivable experience (high-volume cash application experience preferred).
- High school diploma required
- Strong understanding of accounting principles, particularly in accounts receivable processes.
- Proven ability to manage a high volume of payments efficiently and accurately.
- Proficient in Microsoft Excel and other accounting systems/software.
- Excellent verbal and written communication skills.
- Strong analytical, organizational, and time management skills.
- Detail-oriented, customer-focused, and able to work under pressure with minimal supervision.
Education & Experience:
- High school diploma required.
The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.
Job Responsibilities:
- Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
- Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
- Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
- Performs more moderately complex special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.
- Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.
Job Requirements:
- Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
- Minimum experience required: 4 5 years customer service and sales experience, (including in the financial Services industry).
- Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
- Ability to train and mentor others, including products and platform procedures.
- Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
- Experience in financial services industry, preferred.
- Experience with using and demonstrating digital products and self-service technologies, preferred.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.
Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
The opportunity
EY's FSO EDGE Real Estate, Hospitality and Construction (RHC) practice provides comprehensive and specialized tax assistance tailored to the unique needs of our clients. You will work alongside our practice office professionals who are knowledgeable and experienced in a wide range of tax areas, processes, and compliance.
Your key responsibilities
A Services Manager in FSO EDGE RHC will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure partnership taxation, REITs taxation and qualification, partnership allocations, and tax compliance are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team.
Responsibilities include
- Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
- Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
- Ability to lead projects and work independently, with guidance in only the most complex situations
- Incumbent has specialized depth and/or breadth of expertise
- Support effective long-term client relationships by demonstrating your knowledge of the real estate, hospitality, and construction industry. communications with client tax liaisons, client administration teams, and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
- Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
- Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
- Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
- Provide effective leadership, formal and informal feedback, and coaching to team members
Skills and attributes for success
- Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
- Experience presenting in client conversations regarding complex or difficult topics
- Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
- Ability to manage multiple work assignments, team members and deadlines simultaneously
To qualify for the role you must have
- Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
- Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
- Broad exposure to real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring
- Experience managing budgets, people, and projects
- Excellent teaming, leadership, organizational, and verbal/written communication skills
- Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
What we look for
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis.
Corebridge helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial Retirement Education Center (REC). The REC offers a unique opportunity to launch your career within the Financial Services industry by facilitating remote partnerships with Financial Advisors across the country to support the existing clients of Corebridge Financial.
As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer groups. This individual will be aligned with the needs of plan sponsors and the employees eligible for the applicable retirement savings plan.
What you'll do as an In-plan Client Support Advisor:
- Actively contact existing plan participants over the phone to educate employees on their investment products and services currently enrolled/available
- Create a targeted approach to increase plan participation and plan health metrics with the partnered Advisor Team
- Adapt a client first approach to provide an exceptional client experience
- Educate and service 10-12 clients daily
- Identify additional/future client needs and refer the client to their local advisor
We provide the support. You create the possibilities.
This position combines the challenges and continual learning opportunities associated with financial advising with the objective of providing a positive client experience with every interaction. Individuals who excel as an In Plan Client Support Advisor come from different professional backgrounds, so no prior financial services experience is required. Our goal is to develop individuals who work hard, have a drive for accomplishment, a concentration in financial services, and an aspiration to continue learning and growing professionally.
What our employees love most about working at the Retirement Education Center:
- This is a salary paid position with a monthly incentive bonus
- Company paid licensing (includes exams, materials and study time)
- Servicing existing clients (no cold calling or prospecting)
- Ongoing training & development including mentorship
- Work/life balance including 24 days of paid time off in first year + holidays
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) match
- Flexible work environment with the opportunity to work remotely
- Access to Employee Resource Groups within the Corebridge Financial organization to network with colleagues
Requirements:
- Bachelor's Degree or Equivalent
- 2+ Years proven track record in customer service/experience, strong interpersonal and communications skills, demonstrated team building, leadership and the ability to manage multiple complex strategies concurrently.
- Ability to pass Securities Industry Essential, Series 7, Series 66 and Life and Health Variable Life Insurance license within allotted time.
- Experience in developing trusting relationships with clients
- Ability to collaborate and drive results
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
We are a fast-growing marketing agency specializing in customer acquisition. Were hiring Client Acquisition Specialists who enjoy working with people and want to build real communication and marketing skills.
In this role, youll engage directly with customers during in-person campaigns, represent client brands, and help expand our clients customer base. No experience is required we provide full training, mentorship, and a clear path for advancement.
What Youll Do
- Connect with customers face-to-face
- Present client products and services
- Build trust through professional communication
- Track daily performance goals
- Work with a motivated team
What We Offer
- Training and coaching
- Career growth and leadership opportunities
- Supportive, team-oriented culture
Required qualifications:
- Legally authorized to work in the United States
KYC Analyst
Location: New York, NY (Downtown)
Department: Compliance
About:
A leading digital asset and blockchain-focused Financial Services Firm which providing institutional-grade trading, investment banking, asset management, and principal investment solutions within the cryptocurrency and digital asset ecosystem. The Firm serves institutional investors and high-net-worth individuals globally.
Position Summary:
The Firm is seeking a detail-oriented and highly motivated KYC Analyst to join their Compliance team in New York. This role will focus on performing daily KYC due diligence procedures for both institutional and high net-worth individual clients trading across a comprehensive cryptocurrency book.
The ideal candidate will have a strong background in performing KYC vetting procedures for various client risk levels as well as additional experience within client onboarding and regulatory compliance within institutional financial services, with crypto-related KYC experience considered a strong plus.
Key Responsibilities:
- Conduct comprehensive KYC due diligence reviews for institutional and high-net-worth clients.
- Perform client onboarding, including identity verification, beneficial ownership analysis, and source of wealth/source of funds reviews.
- Assess and risk-rate clients in accordance with internal policies and regulatory requirements.
- Review necessary documentation (e.g., formation documents, organizational charts, shareholder registers).
- Escalate high-risk clients and complex structures to Compliance leadership as appropriate.
- Perform ongoing monitoring and periodic reviews of existing client accounts.
- Collaborate with Trading, Operations, Legal, and Compliance teams to ensure timely onboarding and regulatory adherence.
- Maintain accurate documentation and audit-ready files in internal systems.
- Stay current on evolving AML/KYC regulations and crypto-specific compliance risks.
Qualifications:
- 3+ years of KYC vetting and due diligence experience required, preferably within an institutional financial services, investment banking, and/or capital markets trading environment.
- Experience conducting KYC due diligence for cryptocurrency clients and digital asset accounts is strongly recommended.
- Solid understanding of AML regulations, OFAC sanctions screening, and risk-based onboarding frameworks.
- Experience reviewing complex ownership structures and institutional client documentation.
- Strong analytical, organizational, and documentation skills.
- Ability to manage multiple onboarding cases simultaneously in a fast-paced environment.
- Excellent written and verbal communication skills.
- Bachelor’s degree required; CAMS or similar certification a plus.
Preferred Experience:
- Prior experience at a cryptocurrency exchange, digital asset trading firm, fintech, or capital markets broker-dealer group.
- Familiarity with blockchain analytics tools and transaction monitoring platforms recommended.
- Exposure to global regulatory frameworks governing digital assets.
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC’s reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
- Lead in line with our values and brand.
- Develop new ideas, solutions, and structures; drive thought leadership.
- Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
- Balance long-term, short-term, detail-oriented, and big picture thinking.
- Make strategic choices and drive change by addressing system-level enablers.
- Promote technological advances, creating an environment where people and technology thrive together.
- Identify gaps in the market and convert opportunities to success for the Firm.
- Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the International Tax Services Generalist - CS team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects, maintaining executive-level client relations. You are crucial in driving business growth, shaping client engagements, and mentoring the future leaders, while upholding PwC's reputation for quality, integrity, and inclusion.
Responsibilities
- Set strategic direction for technology-enabled tax advisory services
- Lead business development to drive growth
- Oversee multiple impactful projects
- Maintain executive-level client relationships
- Mentor and develop future leaders
- Shape the direction of client engagements
- Implement digitization and automation initiatives
- Adhere to tax regulations and standards
What You Must Have
- Bachelor's Degree in Accounting
- A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study can be considered in lieu of a Bachelor's Degree in Accounting
- 6 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Corporate and partnership taxation knowledge
- Assisting financial services companies with tax impact
- Tax structuring of funds and financial assets
- Enhancing tax efficiencies of cross-border flows
- Developing and sustaining meaningful client relationships
- Leading teams to generate vision and direction
- Utilizing automation and digitization in tax services
- Evaluating and negotiating contracts
- Leveraging pricing tools for strategies
The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
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