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Customer Service Salary in Boca Raton, FL

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Cashier & Front End Services
Walmart, Boca Raton
What you'll do atYou play a major role in how our customers feel when they leave the store. You might be the first, last, and sometimes only associate a customer interacts with. That's why it's so important to smile, greet, and thank every customer. You are an ambassador of Walmart.The pace can be intense, especially in the evenings, weekends, and holiday seasons. There are times when you must juggle several tasks in a short amount of time while helping customers: scan items, explain a price, bag items properly, count cash back, and keep your area clean--you get the idea! It takes a special person who is positive, can multi-task and has a passion for customer service and helping others.At Walmart, we offer competitive pay as well as performance-based incentive awards and other great benefits for a happier mind, body, and wallet. Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off benefits include parental leave, family care leave, bereavement, jury duty, and voting. Other benefits include short-term and long-term disability, company discounts, Military Leave Pay, adoption and surrogacy expense reimbursement, and more.You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job classification and length of employment. It will meet or exceed the requirements of paid sick leave laws, where applicable. For information about PTO, see https://one.walmart.com/notices.Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to bachelor's degrees, including English Language Learning and short-form certificates. Tuition, books, and fees are completely paid for by Walmart.Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to a specific plan or program terms. For information about benefits and eligibility, see One.Walmart.com.The hourly wage range for this position is $14.00 to $26.00.*The actual hourly rate will equal or exceed the required minimum wage applicable to the job location.Additional compensation includes annual or quarterly performance incentives.Additional compensation in the form of premiums may be paid in amounts ranging from $0.35 per hour to $3.00 per hour in specific circumstances. Premiums may be based on schedule, facility, season, or specific work performed. Multiple premiums may apply if applicable criteria are met. Duties and Responsibilities CashierSmile, greet, and thank customers with a positive attitudeStand for long periods of time while checking out customers quickly and accuratelyKeep your area clean and presentableAnswer customer questions and help them with their needsBe available to assist associates across the store as neededCart and JanitorialEnsure customers have a great first and last impressionGather carts from the parking lotOperate equipment to move carts from the parking lot to inside the storeClean restrooms, salesfloor, and parking lot as neededHave a positive attitude in all weather conditions.* For a complete list of duties and responsibilities, please see the actual job description.#storejobs About WalmartAt Walmart, we help people save money so they can live better. This mission serves as the foundation for every decision we make, from responsible sourcing to sustainability-and everything in between. As a Walmart associate, you will play an integral role in shaping the future of retail, tech, merchandising, finance and hundreds of other industries-all while affecting the lives of millions of customers all over the world. Here, your work makes an impact every day. What are you waiting for?Walmart, Inc. is an Equal Opportunity Employer- By Choice. We believe we are best equipped to help our associates, customers, and the communities we serve live better when we really know them. That means understanding, respecting, and valuing diversity- unique styles, experiences, identities, abilities, ideas and opinions- while being inclusive of all people.All the benefits you need for you and your family Multiple health plan options, including vision & dental plans for you & dependents Financial benefits including 401(k), stock purchase plans, life insurance and more Associate discounts in-store and online Education assistance for Associate and dependents Parental Leave Pay during military service Paid Time off - to include vacation, sick, parental Short-term and long-term disability for when you can't work because of injury, illness, or childbirth Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific plan or program terms. For information about benefits and eligibility, see One.Walmart.com/Benefits.Frequently asked questions On average, how long does it take to fill out an application?On average, it takes 45-60 minutes to complete your application for the first time. Subsequent applications will take less time to apply as our system saves some of your application information. Please note that some positions require the completion of assessments in order to receive consideration for that role. Those would take additional time. Can I change my application after submitting?No, you cannot change your application after submitting, so please make sure that everything is finalized before you hit the submit button. How do you protect my personal information?Processing of information on paper is minimal, and Walmart processes application information using an applicant tracking system (ATS). Access to the data within the ATS is restricted to authorized personnel, and the system itself is held to high security standards by Walmart. What are the recommended Internet Browsers for applying for open roles?Internet Explorer 8.0+Firefox 4.0+Safari 4.0+Chrome 12+
Customer Service Rep - Auto Warranty Claims
Roth Staffing Companies, Boca Raton
Our client is an automotive warranty sales industry leader and they are looking for a customer service representative to assist the credit unions and their members throughout the claims process. This is a temp to permanent position that allows working remotely 4 days per week and 1 day per week in their Boca office. Ideal candidate is an effective communicator over the phones with experience in a call center environment. Automotive industry and warranty knowledge a major plus. This is an opportunity to be part of an amazing team and company that prides itself on its products but also its customer service as evident by their high google ratings. Responsibilities:• Ability to manage high volume inbound and outbound calls daily from members and credit unions (up to 50 calls per day)• Assisting members, credit, unions, and associates in resolving claim issues or other inquiries or concerns• Act as subject matter expert by explaining and educating the member on the vehicle service agreement they have purchased and advising on best solution• Provide exceptional service and sales support by working with other departments and following up daily to avoid any further disruption to the member• Assist in finding and setting up rental for the member while vehicle is under repair• Other duties as assignedQualifications:• High School Diploma• Previous automobile warranty customer service background a major plus• Previous call center experience• Excellent verbal communication skills-speak clearly• Experience in handling difficult customer service calls with a caring attitude (claims denials, etc)• Ability to work extended and/or flexible hours and Saturdays as requiredIf you are interested in growing your career in a hybrid (4 days remote) capacity while joining a fantastic, supportive team, please apply above or email your resume (in Word) to . Should you meet the qualifications of the above position you will be contacted for interview.All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
Sales Training Program - Financial Services
Freedom Mortgage, Boca Raton
Freedom Mortgage Boca Raton, Florida, United States of America Early and Emerging Careers JR101900 Full time HybridThe Sales Training Program - Financial Services is designed to successfully onboard College Graduates for an entry level position and to give them a cogent understanding of the mortgage industry. Program participants have a chance to develop rapport-building and sales savvy skills, to help master software proficiency, provide tools for the successful completion of all SAFE Act federal and state-specific licensing exams, and to understand operations within the mortgage industry.Essential Job Duties and Responsibilities: Opportunity to grow as a mortgage professional.Assignment of a coach to each First Flyer; providing support throughout the first year at Freedom Mortgage.Expectation to successfully pass the S.A.F.E. exam and to attend company events.Credits to be accumulated by the trainee in order to graduate from the program into his/her new career through: Completing projects, attending Soft Skills training sessions, passing the exam, completing goal worksheets, earning positive reviews throughout the different job rotations, etc..Ability to advance careers at Freedom Mortgage through the knowledge acquired in the program.Maintain regular and punctual attendance. Comply with all company policies and procedures..Other Related Duties:Performs other related duties as assigned.Supervisory Responsibilities:This position is an individual contributor with no direct reports and has no supervisory responsibilities.Qualifications:To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.Education and/or Experience:Bachelor's degree (B.A) from four-year College or University.Excellent verbal and written communication skills.Motivated, hard-working and self-starter.Ability to calculate figures and amounts such as discounts, interest, commissions and percentages.Proven ability to handle multiple projects and meet deadlines.Excellent problem resolution and consultative sales skills.Able to organize, establish priorities and analyze.Able to work independently, self-driven, highly motivated and results oriented.Outstanding customer service skills.Stay current on mortgage and housing industry news and trends.Language Skills:Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.Mathematical Skills:Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.Reasoning Ability:Ability to carry out detailed written and/or verbal instructions. Ability to solve problems involving concrete variables in standardized situations. Ability to define problems, collect data, establish facts, and draw valid conclusions.Certificates, Licenses, Registrations:None requiredWork Environment:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.Physical Demands:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.Equal Employment Opportunity:Freedom Mortgage is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.Americans with Disabilities Act:Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.Job Responsibilities:The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. Freedom Mortgage Corporation may change the specific job duties with or without prior notice based on the needs of the organization.PI239395800
Customer Service Rep
CAI, Boca Raton
Customer Service RepReq number:R2314Employment type:Full timeWorksite flexibility:OnsiteJob SummaryAs the Bilingual Customer Service Representative, you will be responsible for responding to all customer inquiries.Job DescriptionWe are looking for a Bilingual Customer Service Representative to respond to all customer inquiries by utilizing information learned during training. This position will be full-time and onsite. What You'll DoRespond to all customer inquiries by utilizing information learned during trainingIdentify customer needs to ensure the customer is provided complete and accurate informationProcess required transactions via customer-based applicationsMaintain a thorough knowledge of programs, policies, and technologyCommunicate effectively in a warm and empathetic mannerAdhere to confidentiality requirements and laws to ensure information is disseminated only to authorized individualsWhat You'll Need Required:Customer Service ExperienceBilingual Spanish speakerThe ability to convey complex information in clear and concise terms to ensure customer understandingAbility to communicate effectively, verbally and in writingStrong work ethicEffective and accurate written and verbal communication skillsEffective problem-solving skillsCan navigate multiple applications and research solutions with easeAssisting and guiding customers to the best solution for their issueProvide calm conflict resolution and problem solvingAbility to maintain composure in a fast-paced environmentStrong time management skillsPhysical DemandsAbility to safely and successfully perform the essential job functions consistent with the ADA and other federal, state and local standards Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc. Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor Reasonable Accommodation StatementIf you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to [email protected] or (888) 824 - 8111.Equal Employment Opportunity Policy StatementIt is the policy of CAI not to discriminate against any employee or applicant due to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran. It is also the policy of CAI to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Employees and applicants of CAI will not be subject to harassment due to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited.
Customer Service Representative
Roth Staffing Companies, Boca Raton
Our client is seeking a warm and charismatic Customer Experience Representative to join their Delray Beach team! As the first point of contact for their high-end showroom, the ideal candidate should have experience greeting and assisting customers both in person and over the phone with the goal of creating an exceptional experience for each customer.This position is 100% onsite - Local Candidate Only!Responsibilities:Greet customers in person and over the phone in a warm and cheerful manor.Answer incoming calls timely and professionally.Ensure the front desk and showroom are clean and presentable at all times.Thoroughly and thoughtfully communicate with each customer to fully understand their needs before taking action.Route calls to the appropriate party seamlessly.Use judgment to assess when to escalate calls to another party within the organization.Ability to complete administrative tasks as needed.Requirements:3+ years of Customer service and/or Administrative experience.Positive and Outgoing demeanor.Ability to prioritize and move between tasks.High attention to detail.Ability to work collaboratively and independently.All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
Call Center Customer Service Representative
Nation Safe Drivers, Boca Raton
Nation Safe Drivers is one of the largest suppliers of auto-related, supplemental products since 1962. Our expertise is to develop and market specialty "niche" products to the Automotive and Insurance industries. Currently we are looking for a customer service call center agent for our Dispatch/Roadside department. Dispatch/Roadside Specialists perform a critical role assisting customers who are in need of roadside assistance by contacting and managing service providers in a fast-paced, quickly changing environment. This position must effectively handle multiple situations simultaneously, remain professional and productive under pressure, and analyze situations quickly to make effective decisions is valued and instrumental to ensuring an exceptional customer service experience. The best customer service call center agents are genuinely excited to help customers. They're patient, empathetic, and passionately communicative. Customer service call center agents can put themselves in their customers' shoes and advocate for them when necessary and problem-solving comes naturally. If this sounds like a job you would excel at, please do not hesitate to complete the application as we are looking to fill the position quickly with the right person. Why Work with Us?Employee Stock Ownership - Earn company shares annually (free) based on years of service.Culture - Everyone is considered part of the work family where the employee experience takes precedent. Casual work attire in the call center.Benefits - Medical, Dental, Vision, 401K, Pet Insurance, Short & Long-Term Disability, Supplemental Life.Compensation - Competitive base pay based on experience plus monthly bonus potential.Employee Perks - Reward and recognition programs. Discount programs.Career Path & Advancement Opportunities - Focus on promoting from within and training paths.Fun Events & Team LunchesCall Center Agent Job Responsibilities:Dispatches roadside assistance requests in a timely manner to service providers using a variety of communication channels.Communicate with service providers the pertinent information needed to provide timely assistance.Answering inbound phone calls, providing exceptional customer service to clients and customers.Communicate to the customer via outbound calls when necessary to provide and/or resolve logistical issues or provide status updates.Effectively uses computer systems for tracking, information gathering, and/or troubleshooting.Escalates service issues, concerns, complaints and incorrectly created calls.Effectively manage time pertaining to call metrics, breaks and lunches.Meet daily and monthly performance objectives as outlined in our Standard Operating Procedure.Ensure you are at your desk, ready and in available status at the start of your shift.Ensure calls are properly documented.Track and email excessive cost to assigned supervisor.Clearly communicate service delays or delays in completing your work to your supervisor.Education/ Work Experience and Job Competencies:Associate's Degree or High School diploma/GED with minimum 1 year customer service experience preferred but not requiredJob Competencies:Must maintain highest level of confidentiality at all timesMust demonstrate a positive attitude with both internal & external membersExcellent interpersonal communication skills (verbal and written)Must have working knowledge of Excel, Word, and OutlookAbility to multi-task, follow up, and meet deadlines/goalsStrong attention to detailMust demonstrate polite and professional demeanorMust be very proficient with inbound and outbound callsMust understand and operate in accordance with Company Policy and Procedures at all timesNSD is an equal opportunity employer and a drug free workplace.NSD maintains a drug-free workplace and performs pre-employment substance abuse testing.
Customer Service Order Entry
FlexShopper, Boca Raton
Job Responsibilities:Responsible for processing orders, including tracking, investigations, customer returns, cancellations, and fraud detection. Ensure timely and accurate processing of all orders to maintain customer satisfaction.Serve as a background operation system to address system issues or errors related to order processing promptly. Provide up-to-date information to the customer service team to handle inquiries efficiently.Customer Notifications:Ensure timely notification to customers via various channels (Freshdesk, SMS, outbound calls) regarding account and order-related issues.Inbound/Outbound Calls:Handle customer inquiries regarding order status, verification, returns, and occasional payment/frequency requests via inbound and outbound calls.Utilize the Calypso system to track manually created orders and review delivery statuses. Address customer concerns or requests for tracking and delivery confirmation via the Freshdesk ticketing system.Handle customer disputes regarding the delivery of merchandise. Initiate claims with carriers and vendors, investigate issues, and provide customers with updates on the outcomes of their investigations.Coordinate returns process in accordance with lease agreements. Work with vendors to obtain RMAs and return instructions, ensuring compliance with vendor return policies.Assist customers with cancellation requests via the Freshdesk ticketing system. Coordinate with vendors to confirm cancellations and update internal systems accordingly.Collaborate with the Risk department to report and investigate fraud claims. Reach out to customers for additional information and documentation to support fraud claims. Report all incidents to the Risk department for further investigation.Collaborate with instore vendors to create lease agreements for customers requesting service. Send approval emails outlining available payment options to ensure customers understand their leasing options.Schedule availability : 8:00 AM to 6:00 PM - Flexible to work weekendsQualifications:High School DiplomaMin two years of previous customer service experienceComputer proficiency with ExcelExcellent written/verbal communicationExcellent communication skills, both verbal and written.Strong attention to detail and accuracy.Ability to multitask and prioritize tasks effectively.Proficiency in using order management systems and ticketing platforms.
Tax Manager [Private Client Services]
CohnReznick, Boca Raton
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Manager to join the team in our Private Client Services practice in a hybrid or virtual capacity through our Boca Raton office.This is a virtual position. A virtual position does not require job duties be performed within proximity of a CohnReznick office location. As a virtual employee, you may be required to be present at a CohnReznick office with scheduled notice for client working, team meetings or training.YOUR TEAM. This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. We work with clients to help them achieve their goals around complex financial matters tied to their business, individual and familial needs. The right candidate will own the attributes of executive presence and emotional intelligence, as well as having a growth mindset. They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals.WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.YOUR ROLE. Responsibilities include but not limited to: Prepares trust, personal, partnership and S Corp tax returns not requiring advanced expertisePrepares amended tax returns not requiring advanced expertiseResponds to tax notices and does initial drafts of any related correspondence requiredWorks on client matters while maintaining confidentialityPossesses the technical knowledge sufficient to train and supervise entry-level associatesEstablishes proficiency at tax research, including knowledge of the reference sources available to the FirmAcquires the skills necessary to develop quality client relationships and loyaltyAssumes responsibility for completing engagements assignedComplies with all professional standards and ethicsDevelops new client contacts and relationships beneficial to the FirmConsistently meets established deadlines, ensuring that work/review processes are complete and adequate time has been provided for manager/partner review processesAchieves efficiency as measured by actual hours vs. budgeted hours per engagementDevelops an understanding of the Firm's practices, policies, procedures, and multi-disciplinary servicesYOUR EXPERIENCE. The successful candidate will have: 5+ years of work experience in another public accounting firmPCS experience requiredBachelor's Degree requiredCPA or Enrolled Agent licensure requiredStrong experience using Microsoft Office SuiteKnowledge of tax software such as CCH AxcessExceptional organizational and communication (verbal and written) skillsStudies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [email protected] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-Remote #LI-DA1/*generated inline style */
Tax Senior Associate [Private Client Services]
CohnReznick, Boca Raton
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Senior Tax Associate to join the team in our Private Client Services practice in a hybrid or virtual capacity through our Boca Raton office.This is a virtual position. A virtual position does not require job duties be performed within proximity of a CohnReznick office location. As a virtual employee, you may be required to be present at a CohnReznick office with scheduled notice for client working, team meetings or training.YOUR TEAM. This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. We work with clients to help them achieve their goals around complex financial matters tied to their business, individual and familial needs. The right candidate will own the attributes of executive presence and emotional intelligence, as well as having a growth mindset. They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals.WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.YOUR ROLE. Responsibilities include but not limited to: Prepares trust, personal, partnership and S Corp tax returns not requiring advanced expertisePrepares amended tax returns not requiring advanced expertiseResponds to tax notices and does initial drafts of any related correspondence requiredWorks on client matters while maintaining confidentialityPossesses the technical knowledge sufficient to train and supervise entry-level associatesEstablishes proficiency at tax research, including knowledge of the reference sources available to the FirmAcquires the skills necessary to develop quality client relationships and loyaltyAssumes responsibility for completing engagements assignedComplies with all professional standards and ethicsDevelops new client contacts and relationships beneficial to the FirmConsistently meets established deadlines, ensuring that work/review processes are complete and adequate time has been provided for manager/partner review processesAchieves efficiency as measured by actual hours vs. budgeted hours per engagementDevelops an understanding of the Firm's practices, policies, procedures, and multi-disciplinary servicesYOUR EXPERIENCE. The successful candidate will have: 3+ years of work experience in another public accounting firmPCS experience requiredBachelor's Degree requiredCPA or Enrolled Agent licensure achieved or eligible to sit for the examStrong experience using Microsoft Office SuiteKnowledge of tax software such as CCH AxcessExceptional organizational and communication (verbal and written) skillsStudies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [email protected] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-DA1 #LI-Remote /*generated inline style */
Tax Senior Manager [Private Client Services]
CohnReznick, Boca Raton
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Senior Tax Manager to join the team in our Private Client Services practice in a hybrid or virtual capacity through our Boca Raton office.This is a virtual position. A virtual position does not require job duties be performed within proximity of a CohnReznick office location. As a virtual employee, you may be required to be present at a CohnReznick office with scheduled notice for client working, team meetings or training.YOUR TEAM. This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. We work with clients to help them achieve their goals around complex financial matters tied to their business, individual and familial needs. The right candidate will own the attributes of executive presence and emotional intelligence, as well as having a growth mindset. They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals.WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.YOUR ROLE. Responsibilities include but not limited to: Reviews trust, personal, partnership and S Corp tax returns not requiring advanced expertiseReviews amended tax returns not requiring advanced expertiseResponds to tax notices and does initial drafts of any related correspondence requiredWorks on client matters while maintaining confidentialityPossesses the technical knowledge sufficient to train and supervise entry-level associatesEstablishes proficiency at tax research, including knowledge of the reference sources available to the FirmAcquires the skills necessary to develop quality client relationships and loyaltyDevelop a professional relationship with the client. Gain the respect and confidence of the client by consistently demonstrating supreme customer service, quality work products, and professional integrity.Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics.Gain the respect and confidence of the CohnReznick team through effective client management, timely and accurate communication, and clear and concise team direction.Prepare timely and accurate bills for professional services rendered.YOUR EXPERIENCE. The successful candidate will have: Education: BS/BA accounting; CPA requiredMinimum 8+ years tax & accounting experience in public accountingExcellent analytical, technical, and auditing skills including knowledge in US GAAP, GAAS, and PCAOB rules and standardsExceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationshipsStrong leadership, and mentoring skills, coupled with excellent written, interpersonal, and presentation skillsComputer expertise including knowledge of audit-preparation software and an understanding of the impact of technologyStrong research skillsProven technical skills with MS Office applications such as Excel, Word, and Outlook; audit software, ProSystems or GoSystems, and CCH Engagament experience a plusSolid organizational skills with a demonstrated ability to multi-taskStudies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [email protected] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-Remote #LI-DA1 /*generated inline style */