Tax Operations Leader: Pipeline & Client Service
Socket.dev
Focus Partners Wealth seeks an experienced Tax Administration & Operations Manager to lead the tax return pipeline, onboarding, and data governance. You will drive process improvements while partnering with wealth management, compliance, and finance teams to deliver exceptional client service in a fast-paced environment. The role is on-site with a path to hybrid after six months, offering growth opportunities within a growing firm. #J-18808-Ljbffr Socket.dev
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Operations Leader: Pipeline & Client Service in Saint Louis, MO vacancy
- Focus Partners Wealth is seeking a Tax Administration & Operations Manager to oversee the tax return pipeline, coordinate client onboarding, and maintain critical data with an emphasis... ...on timely delivery and exceptional client service. The role drives process improvements,...PipelineTax
$80k - $95k
Focus Partners Wealth seeks a Tax Administration & Operations Manager to lead the tax return pipeline, onboarding, data management, and operational excellence in a fast-growing firm. This predominantly on-site role in St. Louis offers growth opportunities, with a hybrid...PipelineTax- ...Group is a specialized business tax consulting firm focused on... ...to delivering exceptional client service while maintaining a professional... ..., oversee daily office operations, and serve as a reliable point... ...CRM records (Zoho), update pipelines, and generate basic reports....PipelineTaxCasual workWork at office
$23.8 - $27.65 per hour
...provider of wealth management services including financial planning, estate and tax planning, investment... ...to ensure each client's financial journey is... ...provides administrative, operational, and project support to... ...Salesforce/Quest) to track pipeline activity, ensure data...PipelineTaxHourly payFull timeWork at officeShift workCommerce Bank
Saint Louis, MO1 day ago- ...expanding strategic client relationships by... ...ensuring exceptional service delivery while... ...Acquisition, executive leaders, and RMC partners... ...Development, Operations, Marketing, Client... ...client activity, and pipeline information within... ...with employment, tax, immigration, and...PipelineTaxContract workWork at officeLocal areaRemote workRelocationRelocation packageFlexible hours
Impact Group
Saint Louis, MO3 days ago $88.8k - $102.1k
...opportunities for Armanino's service lines. Research... ..., and service-line leaders. Collaborate with Business Development, Client Management, Firmwide Account... ..., meeting-generation, pipeline, and other performance... ...consulting, technology, tax, and other professional...PipelineTaxContract workLocal areaFlexible hours$75k
...Direct message the job poster from Financial & Tax Architects We are a growing financial services firm dedicated to helping clients achieve security and confidence in... ...etc.) to build and maintain a strong talent pipeline. Conduct phone screens and interviews, evaluating...PipelineTaxTemporary workWork at officeLocal areaFlexible hoursFinancial & Tax Architects Inc
Saint Louis, MO4 days ago$10k
...proactively developing a robust donor pipeline, and aligning donor passions... ...in United Way's programs and services. General Responsibilities:... ...Way.Collaborate with senior leaders and volunteer ambassadors, when... ...planned giving opportunities, and tax-smart philanthropic...PipelineTaxTemporary workWork at officeFlexible hoursAfternoon shiftUnited Way
Saint Louis, MO9 days ago$134k
...Administrative, Customer Service) Minimum USD $1... ...with U.S. GAAP and is a key leader within the controllership... ...keep pace with an active M&A pipeline. This is a high-visibility... ...-functionally with FP&A, Tax, Treasury, Legal, and Operations to support strategic...PipelineTaxFull timeWork at officeAdvantage Solutions
Saint Louis, MO1 day ago- ...providing the trusted local news and services that matter most. With 64... ...to build and maintain strong client relationships. This role... ...offerings to develop a robust pipeline of prospective clients and stay... ...% - 80% of their pay on a pre-tax basis to TEGNA's 401(k). Contributions...PipelineTaxFull timeTemporary workPart timeWork at officeLocal areaImmediate startShift work
TEGNA
Saint Louis, MO2 days ago $110k - $120k
...growth, ROI, and program impact.Operating with high autonomy, you’ll... ...accurate renewal and expansion pipelines, scenarios, and risk signals... ...navigate health and social services, and set out to improve that... ...Veterans Spending Accounts We offer tax-advantaged health savings...PipelineTaxWork experience placementLive inImmediate startRemote workWork from homeFlexible hoursGrabJobs
Saint Louis, MO1 day ago$59k - $72k
...and affordable home counseling services. The Officer will serve as an... ...Track and monitor portfolio, pipeline, and leads and provide... ...related mortgage lending or operations experience. Previous sales... ...associates may take advantage of pre-tax health savings accounts and...PipelineTaxTemporary workWork at officeLocal areaImmediate startFlexible hours- Greenprint Capital is seeking an Associate to join its Tax Credit Transfer team, supporting the sale and transfer of ITCs and PTCs across... .... Louis, MO is preferred but not required. The role focuses on pipeline management, drafting and negotiating term sheets and transfer...PipelineTax
- A specialized business tax consulting firm is looking for a Business Office Administrator / Executive Assistant to support the President, manage daily operations, and handle client communication. This role demands organizational skills and professionalism, with tasks including...TaxWork at office
- ...drive initiatives across individual, corporate, foundation, and tax-credit programs. You will partner with the Executive Director to... ..., strengthen donor retention, and scale giving with disciplined pipeline management and data-driven decisions. #J-18808-Ljbffr Archdiocese...PipelineTax
- Greenprint Capital seeks a Senior Associate to join its Tax Credit Transfer team in St. Louis, MO. The role supports the tactical execution of Section 6418 tax credit transfers, including pipeline management and drafting term sheets. You will coordinate due diligence,...PipelineTax
- ...comprehensive health care services, and reduce... ...clinical leadership, and operational teams to ensure provider... ...clinical and operational leaders to understand staffing... ...strong recruitment pipelines using national, regional... ...Accounts (FSA) : Save tax-free on medical and dependent...PipelineTaxFull timeTemporary workLocal areaImmediate startRemote workHome officeMonday to FridayFlexible hoursDay shift
So IL Health Care Foundation
East Saint Louis, ILmore than 2 months ago - ...Description We are a fast-growing, client-centric wealth management... ...systems, marketing, and operational support to scale their income... ...retirement income planning, and tax-aware strategies.... ...to document meetings, track pipeline, and manage next steps. Collaborate...PipelineTax
Compass Retirement Solutions
Saint Louis, MOa month ago $54.9k - $97.87k
...our products, education, and services, MedInsight is making an impact... ...Executives (AEs), to achieve pipeline goals. They will also partner... ...pipeline growth within existing client accounts by partnering with the... ...Spending Accounts (FSA) Pre-tax savings for dependent care, transportation...PipelineTaxFull timeTemporary workWork experience placementRemote workFlexible hours- ...strategist and a frontline fundraiser: this leader builds the advancement plan, carries a... ...corporate, foundation, and state and federal tax credit programs. This individual will... ...strengthen the long-term health of the donor pipeline through retention, portfolio growth, and...PipelineTaxAfternoon shift
Archdiocese of St. Louis Missouri
Saint Louis, MO3 days ago $55.4k - $113k
...the only professional services firm with a separate business... ...team! We help our clients transform. Together we... ...tools (e.g. Git, CI/CD pipelines) Experience working... ...us in our team-led and leader-enabled hybrid model.... ...assurance, consulting, tax, strategy and transactions...PipelineTaxSummer holidayFlexible hours$17 - $20 per hour
...assist with application/screening steps Track leads, manage leasing pipeline, and maintain strong prospect communication Support renewals by... .../OneSite, MRI, AppFolio, etc.) Luxury, lease-up, rehab, or tax credit (LIHTC) experience Bilingual (Spanish) is a strong plus Note...PipelineTaxHourly payImmediate startWeekend workThe Liberty Group
Saint Louis, MO1 day ago$124k - $280k
...develop robust data solutions for clients. They play a crucial role in... ...and implementing data pipelines, data integration, and data transformation... ...(e.g. refer to specific PwC tax and audit guidance), the Firm... ...that enhance healthcare operations. As a Senior Manager, you...PipelineTaxPwC (US)
Saint Louis, MO5 days ago$150k
Stable General Contractor with a strong pipeline in St. Louis Opportunity to take ownership and manage the full scope of a project About Our Client Nationwide, full-service multifamily design-build general contractor working in the St. Louis area. The position uses values...PipelineContract workFor contractorsFor subcontractor- ...Promote Bank products and services to existing and potential clients in the community... ...community Manages a clean pipeline of loans in process coordinating... ...(such as income tax return, bank account number... ...deadlines Ability to operate related equipment to perform...PipelineTaxWork at officeLocal areaImmediate start
Hancock Whitney
Saint Louis, MO4 days ago $80k - $95k
...Wealth is seeking a Tax Administration & Operations Manager to join our... ...detail-oriented, and client-focused Tax Administration... ...a key operational leader responsible for... ...overseeing the tax return pipeline, coordinating client... ...exceptional client service. This position...PipelineTaxWork at office- ...own meetings, pitch dental practices on Wisdom’s service offerings, and close business. You’ll also upsell clients on add-on services to expand their scope over... ...the US. What You’ll Do Build and manage a sales pipeline of independent dental offices and small group practices...PipelineWork at officeRemote work
GrabJobs
Saint Louis, MO4 days ago - ...business opportunities, fostering client relationships, and... ...and success of the related services, Project Solutions, Direct Hire... ...clients Build and maintain a pipeline of potential clients through... ...Employee Compensation & PD Operations Tax Managing Director, Private Client...PipelineTaxShorter hoursFull timeWork at office
$91k - $145.6k
...analyze both structured and unstructured data for machine learning pipelines. Tune and optimize models for accuracy, efficiency, and... ...virtual) fitness center programs Associate discount program Associate Tax Prep benefit Note: This posting includes required pay range information...PipelineTaxMinimum wageTemporary workLocal area- ...bringing in net-new clients, expanding our... ...the HCA and payroll services market, and positioning... ...and sustainable pipeline. Position our... ..., or business leaders a plus. ~ Bachelor... ...expertise in accounting, tax, advisory,... ...jurisdictions, CBIZ CPAs operates under its previous...PipelineTaxContract workShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Operations Leader: Pipeline & Client Service. Be the first to apply!
Related searches