Tax Supervisor - Private Client Services (52382) Citrin Cooperman & Company LLPTax Supervisor - Private Client Services (52382)Durham, NCAs a Tax Supervisor in PCS, you will be responsible for: Prepare and review federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities. Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving strategies.
Client Support Specialist – Data Services, North Hills, NC AdvyzonClient Support Specialist – Data Services, North Hills, NCRaleigh, NCFull timePrimary Responsibilities Serve as the primary contact for clients via ticketing and phone, addressing inquiries specific to custodial data, performance calculations, new data feeds, data aggregation, account reconciliation, and account and security merges . As the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services.
Partner - Private Client Services (51530) Citrin Cooperman & Company LLPPartner - Private Client Services (51530)Durham, NCAs a Private Client Services Tax Partner, you will be responsible for: Responsibilities: Top-side/detail review of tax returns, income tax projections and tax workpapers. Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office.
Client Services Specialist- Marketing Cbre ValuationClient Services Specialist- MarketingRaleigh, NCCBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue).
Client Services Specialist (Remote) All Financial FreedomClient Services Specialist (Remote)Raleigh, NCRemoteExplain financial concepts related to protection, accumulation, and long-term planning. This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.4.
Client Services Representative Banc of CaliforniaClient Services RepresentativeDurham, North CarolinaAs the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses.
Virtual Travel Client Services Coordinator DreamstravelcrVirtual Travel Client Services CoordinatorRaleigh, North CarolinaRemoteWeare hiring a Virtual Travel Client Services Coordinator to assist clientsthroughout their travel journey. In this role, you will provide support, sharehelpful information, and ensure clients feel prepared for their trips.
Advisor, Client Accounting & Advisory Services Aprio Technologies, Inc.Advisor, Client Accounting & Advisory ServicesRaleigh, NC$110,900–$172,200 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Atlanta, GA / Austin, TX / Boston, MA / Charlotte, NC / Chicago, IL / Dallas, TX / Denver, CO / Fort Lauderdale, FL / Houston, TX / Nashville, TN / Philadelphia, PA / Phoenix, AZ / Raleigh, NC / Rockville, MD / Washington, D.C. Client Accounting Services - Professional Services CAS /.
2027 Tax Winter Intern - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)2027 Tax Winter Intern - Private Client Services (PCS)Raleigh, NCOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Senior Client Service Manager - Personal Lines Insurance Leader Marsh & McLennan Companies, Inc.Senior Client Service Manager - Personal Lines Insurance LeaderRaleigh, NCWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH). As our Client Service Senior Manager on the Personal Lines team, you'll be responsible for a personal lines account management team to deliver high-quality client service, support business growth, and achieve retention objectives.
NewClient Services Pace Analytical ServicesClient ServicesRaleigh, North CarolinaPromotes and supports the overall mission of Pace Analytical by demonstrating courteous and cooperative behavior when interacting with customers and staff; acts in a manner that promotes a harmonious and effective workplace environment. Work is subject to exposure to blood or bodily fluids, chemicals, fumes, gasses, noxious odors and related items in a lab and environmental setting.
Account Advisor, Private Client Services Sentinel Risk AdvisorsAccount Advisor, Private Client ServicesRaleigh, North Carolina$45,000–$65,000 / yeartransactions and other responsibilities Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance. Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency KNOWLEDGE, SKILLS, AND ABILITIES: Working knowledge of personal lines coverages and policies.
NewWork From Home - Client Services Representative AO Garcia AgencyWork From Home - Client Services RepresentativeWake Forest, North CarolinaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to: • No cold calling • Qualified lead program • Advancement based on performance • Weekly pay • Mentorship and complete training • Industry leading tools and technology access • Work from home (web conference-based presentations) Looking for candidates who hold the below characteristics: Passionate.
Client Service Representative - CSR Nuvo SolutionsClient Service Representative - CSRClayton, North CarolinaTechnical Aptitude: Comfortable learning and moving between multiple software systems (experience with Zoho, Google Workspace, or telecom carrier portals like OMNI/OPUS is a major plus, but not required if you are a fast learner). We need someone who will ensure that the phone is always answered, support tickets are always seeing active progress, and clients are getting proactive, regular updates.
Fleet Client Services Specialist II Cox AutomotiveFleet Client Services Specialist IIRaleigh, North CarolinaCox Fleet is the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium, and heavy-duty trucks and trailers. Cox Fleet also services customers utilizing its 20+ nationwide service centers; each offering select services, such as accident repair, paint, refurbishment, and heavy mechanical repair.
Client Services Analyst II, Pathology Administration WakeMed Health & HospitalsClient Services Analyst II, Pathology AdministrationRaleigh, North CarolinaFull timeResponsible for investigation of registration/ordering errors, performing education to staff regarding errors and correcting errors in multiple systems. Licensure: Not Applicable Education: Associate's Degree Required Experience: 3 Years Information Technology - Technical - Healthcare Preferred
Senior Client Service Manager-Consumer Goods (Remote) TELUS Agriculture & Consumer GoodsSenior Client Service Manager-Consumer Goods (Remote)Durham, NCRemoteYou'll partner with customers post-implementation to unlock the full value of TELUS Trade Promotion Management and Revenue Growth Management Analytics — helping them drive measurable ROI, strengthen competitive advantage, and achieve their business goals. Serve as the primary point of contact for assigned accounts, building trusted relationships with CPG brand managers, retailers, and key stakeholders across customer organizations.
Stormwater Client Service Manager/ Project Manager - NC HireOTSStormwater Client Service Manager/ Project Manager - NCRaleigh, North CarolinaManage stormwater planning and detailed design projects, overseeing contract document development (plans and specifications), stormwater analyses, report preparation, and other activities supporting planning, design, and construction services. Responsibilities: Grow our Client's local stormwater market presence through targeted business development efforts, including strengthening key client relationships and active participation in select professional organizations.
Client Service Delivery Senior Manager - Infrastructure Accenture PlcClient Service Delivery Senior Manager - InfrastructureRaleigh, NCThis role combines strategic account leadership with operational governance, requiring a leader who is equally comfortable in a boardroom presenting quarterly business reviews and, on the floor, driving incident resolution with technical teams Additionally, you have the communication and people skills to inspire teams to bring their A-game. Operating across the full infrastructure stack - hybrid cloud, on-premises, network, security, and end-user computing - the SDM serves as the primary executive relationship owner, ensuring contractual SLAs are met, operational excellence is sustained, and client satisfaction drives organic growth.
Client Service Director | Claims Industry & Liability Experience Required Sedgwick Claims Management Services, Inc.Client Service Director | Claims Industry & Liability Experience RequiredNCPRIMARY PURPOSE OF THE ROLE: To determine account management strategies related to client service plans; to be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; to provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models; and to oversee the work of other local Client Services staff. Ten (10) years related experience or equivalent combination of education and experience required to include two (2) years account manager experience or five (5) years adjuster experience including two (2) years in a supervisory capacity.