Tax Director - Private Client Services AndersenTax Director - Private Client ServicesChicago, Illinois$166,000–$280,000 / yearThe Requirements: • At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience; • Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred); • Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA); • Demonstrated project management experience with strong organization skills and multi-tasking abilities. The Role: As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Tax Director - Private Client Services EisnerAmperTax Director - Private Client ServicesChicago, ILOur 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. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Tax Managing Director, Private Client Services bdo consultingTax Managing Director, Private Client ServicesChicago, IL$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesChicago, IL$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Rep., Client Services (CPD) Office DepotRep., Client Services (CPD)Itasca, IL$15.20–$25.84 / hourThe primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as: order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests. Pay, Benefits & Work Schedule: The salary range for this role is $15.20/hour to $25.84/hour, however all state and local minimum wages will be complied with, resulting in a possible adjustment to the salary range displayed.
Tax Senior Manager - Private Client Services EisnerAmperTax Senior Manager - Private Client ServicesChicago, IL$110,000–$180,000 / yearOur 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. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
Tax Partner- Private Client Services (Pcs) EisnerAmperTax Partner- Private Client Services (Pcs)Chicago, ILOur 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. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and their owners.
Client Services Lead, Enterprise Partnerships Attain DataClient Services Lead, Enterprise PartnershipsChicago, ILProven experience developing scalable playbooks, sales collateral, and operational workflows that enable non-technical teams to successfully sell and service complex data products. At Attain, your contribution will help us build a more equitable and efficient data sharing ecosystem-whether helping consumers access modern financial services or businesses leverage data to achieve better outcomes.
Tax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesChicago, IL$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Client Services Lead, Enterprise Partnerships AttainClient Services Lead, Enterprise PartnershipsChicago, ILProven experience developing scalable playbooks, sales collateral, and operational workflows that enable non-technical teams to successfully sell and service complex data products. At Attain, your contribution will help us build a more equitable and efficient data sharing ecosystem—whether helping consumers access modern financial services or businesses leverage data to achieve better outcomes.
Senior Manager - International Tax (Private Client Services) EisnerAmperSenior Manager - International Tax (Private Client Services)Chicago, IL$150,000–$210,000 / yearOur 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. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Senior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesChicago, Illinois$154,000–$219,000 / yearThe Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Account Director / Client Services & Delivery Lead DigitalAccount Director / Client Services & Delivery LeadChicago, ILWe're looking for an experienced Account Director / Client Services & Delivery Lead who thrives in a fast-moving agency environment. Coordinate multidisciplinary teams across Digital Marketing, SEO, Paid Media, Web Development, Design, Email & CRM.
Client Services Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsDowners Grove, IL$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
NewSr Client Services Manager - National Accounts CNA Financial Corp.Sr Client Services Manager - National AccountsDowners Grove, IL$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
NewClient Services Manager - Middle Market/Construction CNA Financial Corp.Client Services Manager - Middle Market/ConstructionChicago, IL$54,000–$103,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Coordinator, Warehousing Client Services Estes Forwarding WorldwideCoordinator, Warehousing Client ServicesJoliet, Illinois$20–$25 / hourFull timeA subsidiary of Estes Express lines with corporate located in Richmond, Virginia, EFW is uniquely backed by Estes Express Lines’ extensive line haul network providing EFW clients with a hybrid transportation network. Overview: Estes Forwarding Worldwide (EFW) is a leading domestic and international freight forwarder in the United States, providing customized logistics and warehousing solutions for clients around the world and across all industries via air, ground, and ocean freight.
Director Of Client Services BriljentDirector Of Client ServicesChicago, ILThe Director of Client Services plays a vital role in the organization by capturing new sales, establishing new client and partner relationships, identifying new opportunities outside of existing relationships and generating interest in Briljent's services in the state, federal or corporate sector in support of the execution of developed marketing plans. Education and Experience: Bachelor's degree in marketing, business, or a related field and five to ten years of experience in sales or business procurement, or an equivalent combination of education and experience.
Client Services Representative SagoClient Services RepresentativeChicago, ILThe world is transforming, and SAGO is continuously reaching new heights, redefining our solutions beyond our clients' wildest expectations, and making it smarter, faster, and easier to gain insights that matter. Experience: Previous experience in Hospitality, Hosting, Hotel or Wait Staff, Market Research, or related fields is preferred.
Client Services Manager: Vital Oversight Alera GroupClient Services Manager: Vital OversightChicago, IllinoisRemoteThis position is dedicated to the success of Vital Oversight and is responsible for tracking client work, coordinating internal team activities, compiling accurate client reports, ensuring Vital Oversight workbooks are populated monthly and tracked through to completion, and ensuring all deliverables are completed and communicated on time. Track all client-specific work, reporting deadlines, monthly Vital Oversight workbook population, carrier outreach, and follow-up items to ensure commitments are completed accurately and on time.