Client Services Representative

• Prepare federal and state returns, extensions, and quarterly projections, primarily for high-net-worth individuals, trusts, and affiliated entities
• Review tax work of staff and interns and provide feedback, training, and mentoring
• Review tax information and coordinate with clients and staff while building relationships
• Assist with coordinating day-to-day planning, tax work, and delivery of finished work product
• Perform tax research and resolve issues
• Identify and communicate tax matters to Managers and Partners

Senior Tax Consultant – Private Client Services

• Maintain and manage ongoing relationships with existing clients through communication, satisfaction feedback, complaint resolution, and prompt responses to information and report requests
• Lead and coordinate new business and market development initiatives by identifying potential clients, cultivating relationships, soliciting business, preparing and presenting proposals and pitches, and closing transactions
• Contribute to annual Client Services business planning and budgeting by setting financial and client satisfaction goals, proposing cost-justified programs and investments, and developing tactical plans
• Execute new business development strategy through market analysis, reporting, and recommendations to secure client relationships and market position
• Establish internal communication networks and client relationship management systems for effective information exchange and client communication
• Assist with promotional materials, brochures, business pitches, proposals, and RFP responses; present the Company’s offerings, services, and benefits
• Coordinate and finalize due diligence assignments and liaise with brokers for new fee management opportunities
• Improve client service and satisfaction by gathering and analyzing feedback, identifying issues, and implementing innovative, cost-effective solutions

Client Services Representative jobs in North Carolina

Senior Tax Consultant – Private Client Services

Senior Director, Client Services