Client Services Representative

• Prepare and review federal and state tax returns for partnerships, S corporations, C Corporations, individuals, and some trust and estate engagements
• Review workpapers, trial balances, and supporting documentation for accuracy and completeness
• Take ownership of assigned engagements and drive projects through completion
• Research tax issues and identify planning opportunities for clients
• Collaborate with clients to gather information and resolve tax-related questions
• Respond to review comments and manage revisions efficiently
• Support tax planning and consulting engagements across various industries
• Mentor and develop junior team members through coaching and work review
• Build strong client relationships through proactive communication and exceptional service
• Work closely with managers and partners to deliver high-quality client outcomes
• Develop technical expertise on complex business and individual tax matters
• Collaborate with experienced tax professionals and gain exposure to leadership

Senior Tax Associate – Private Client Services

• Work closely with relationship managers and business partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial deposit clients
• Provide high level of client service for all products and services via phone, email and other communication channels
• Serve as subject matter expert for Deposit and Treasury Management products
• Act as Commercial Banking's primary customer contact for servicing all clients
• Receive guidance from Sr. CCS Representative on complex issues
• Respond to banking questions and provide guidance with account implementation, funds transfer/stop payment requests, transaction posting problems and error resolution
• Communicate with Relationship Managers, provide updates on client matters, make recommendations and ensure issues needing immediate attention are resolved timely
• Answer incoming calls from Treasury Management customers and internal staff, delivering exceptional service and pursuing one-call resolution
• Respond to deposit and Treasury Management client questions and resolve issues timely and effectively
• Escalate complex issues to Sr. CCS Representative when needed
• Demonstrate compliance with bank regulations and keep up to date on regulation changes
• Follow Bank policies and procedures, compliance regulations, and complete required training
• Maintain working knowledge of Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other applicable regulations
• May coach, mentor, train others, and teach coursework as subject matter expert
• Actively learn, demonstrate, and foster Columbia corporate culture
• Take personal initiative and serve as a positive example
• Embrace the vision to become "Business Bank of Choice"
• Perform other duties as assigned

Client Services Representative jobs in Oregon

Senior Tax Associate – Private Client Services

Commercial Client Services Representative