Tax Operations Lead — Pipeline & Client Service
$80k - $95kFocus Partners Wealth
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 transition after six months. Base pay ranges from $80,000 to $95,000 per year, plus a comprehensive benefits package and potential bonus. #J-18808-Ljbffr Focus Partners Wealth
- Focus Partners Wealth seeks an experienced Tax Administration & Operations Manager to lead the tax return pipeline, onboarding, and data governance. You will drive... ..., and finance teams to deliver exceptional client service in a fast-paced environment. The role is on-site...PipelineTax
- ...Partners Wealth is seeking a Tax Administration & Operations Manager to oversee the tax return pipeline, coordinate client onboarding, and maintain critical... ...and exceptional client service. The role drives process improvements, leads cross-functional initiatives,...PipelineTax
- ...specialized business tax consulting firm focused... ...delivering exceptional client service while maintaining a... ...oversee daily office operations, and serve as a reliable... ...records (Zoho), update pipelines, and generate basic reports... ...responsibility and lead with honesty,...PipelineTaxCasual workWork at office
$23.8 - $27.65 per hour
...Commerce Trust has been a leading provider of wealth management services including financial... ..., estate and tax planning,... ...collaborate to ensure each client's financial journey... ...provides administrative, operational, and project... ...Salesforce/Quest) to track pipeline activity, ensure...PipelineTaxHourly payFull timeWork at officeShift work- ...expanding strategic client relationships by... ...ensuring exceptional service delivery while... ...Business Development, Operations, Marketing, Client... ...partnerships. Lead renewal... ...client activity, and pipeline information within... ...with employment, tax, immigration, and...PipelineTaxContract workWork at officeLocal areaRemote workRelocationRelocation packageFlexible hours
$88.8k - $102.1k
...opportunities for Armanino's service lines. Research... ...inbound and outbound leads based on business need,... ...Business Development, Client Management, Firmwide Account... ..., meeting-generation, pipeline, and other performance... ..., technology, tax, and other professional...PipelineTaxContract workLocal areaFlexible hours$134k
...Administrative, Customer Service) Minimum USD $1... ...of Financial Reporting to lead the Company's external financial... ...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 office- ...trusted local news and services that matter most. With... ...build and maintain strong client relationships. This... .... Market Research & Lead Generation: Research industry... ...to develop a robust pipeline of prospective clients... ...of their pay on a pre-tax basis to TEGNA's 401(k)...PipelineTaxFull timeTemporary workPart timeWork at officeLocal areaImmediate startShift work
$75k
...job poster from Financial & Tax Architects We are a growing financial services firm dedicated to helping clients achieve security and confidence... ...to join our team and lead the charge in hiring top talent... ...and maintain a strong talent pipeline. Conduct phone screens and interviews...PipelineTaxTemporary workWork at officeLocal areaFlexible hours$59k - $72k
...affordable home counseling services. The Officer will serve as an... ...Track and monitor portfolio, pipeline, and leads and provide reports on... ...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
- ...preventive care, mental health, fitness, nutrition, and spa services designed to improve our members’ overall well-being. We... ..., regain, and sustain health. Position Summary: Client Service Manager | Operations Lead The Client Service Manager oversees the Vitality &...Shift work
- 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
- ...seeking a Vice President of Advancement to lead the foundation's fundraising strategy and... ...across individual, corporate, foundation, and tax-credit programs. You will partner with the... ..., and scale giving with disciplined pipeline management and data-driven decisions. #J-...PipelineTax
- ...comprehensive health care services, and reduce... ...Retention is responsible for leading and executing a comprehensive... ...leadership, and operational teams to ensure... ...maintain strong recruitment pipelines using national, regional... ...Accounts (FSA) : Save tax-free on medical and...PipelineTaxFull timeTemporary workLocal areaImmediate startRemote workHome officeMonday to FridayFlexible hoursDay shift
- ...Solutions, LLC is seeking a Senior Events Specialist to lead the backend execution of our event marketing... ...and campaigns. You will manage seminar planning, lead pipeline calculations, CRM hygiene, and client communications. This role requires coordination with vendors...Pipeline
- ..., reports to the Executive Director, and leads the advancement team within the organization... ..., 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
$17 - $20 per hour
...agreements and assist with application/screening steps Track leads, manage leasing pipeline, and maintain strong prospect communication Support... ...OneSite, MRI, AppFolio, etc.) Luxury, lease-up, rehab, or tax credit (LIHTC) experience Bilingual (Spanish) is a strong...PipelineTaxHourly payImmediate startWeekend work$124k - $280k
...robust data solutions for clients. They play a crucial... ...and implementing data pipelines, data integration, and... ...experiences you need to lead and deliver value at this... ...refer to specific PwC tax and audit guidance), the... ...enhance healthcare operations. As a Senior Manager, you...PipelineTax$150k
Stable General Contractor with a strong pipeline in St. Louis Opportunity to take... ...the full scope of a project About Our Client Nationwide, full-service multifamily design-build general contractor... ...$100M in revenue. Job Description Leads project teams to ensure timely...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
$80k - $95k
...Wealth is seeking a Tax Administration & Operations Manager to join our... ...detail-oriented, and client-focused Tax Administration... ...the tax return pipeline, coordinating client... ...exceptional client service. This position offers... .... Support and lead operational projects...PipelineTaxWork at office$55.4k - $113k
...EY is the only professional services firm with a separate business... ...dynamic FSO team! We help our clients transform. Together we are... ...tools (e.g. Git, CI/CD pipelines) Experience working with testing... ...services in assurance, consulting, tax, strategy and transactions....PipelineTaxSummer holidayFlexible hours- ...pitch dental practices on Wisdom’s service offerings, and close business. You’ll also upsell clients on add-on services to expand... ...ll Do Build and manage a sales pipeline of independent dental offices... ...sales meetings in order to convert leads into qualified deals Conduct...PipelineWork at officeRemote work
- ...opportunities, fostering client relationships, and... ...success of the related services, Project Solutions, Direct... ...Build and maintain a pipeline of potential clients... ...to generate business leads Sales Reporting and Analysis... ...Compensation & PD Operations Tax Managing Director,...PipelineTaxShorter hoursFull timeWork at office
- ...behind them. We take on the operational complexity: payments, taxes, insurance, royalties,... ...Artist Network: A constant pipeline of 50,000+ artists actively... ...ll set the local strategy, lead artist and venue curation,... ...provide robust customer service to attendees) Manage financial...PipelineTaxFreelanceLocal areaWorldwideFlexible hoursWeekend workAfternoon shift
- ...Director - IT Managed Services, is responsible for driving... ...and/or enterprise clients. This role owns the... ...and maintain a healthy pipeline of prospects. Solution... ...prospects and customers; lead or participate in... ...Strong understanding of IT operations and infrastructure...Pipeline
- ...excellence and high-quality service, we provide integrated... ...resource services for clients. Since 1954, we have... ...tunnels, large diameter pipeline tunnels, and the small... ...and staff at all levels. Lead, mentor, oversee, and/... ...their families). Pre-tax health and daycare FSA...PipelineTaxFull timePart timeWork at officeLocal areaFlexible hours
$75k - $115k
...Mortgage Loan Services Manager The Mortgage Loan Services Manager... ...laws and regulations in a client service-oriented manner. The... ...industry, specializing in Loan Operations Requires a minimum of 5 years... ...may take advantage of pre-tax health savings accounts and flexible...TaxTemporary workLocal areaFlexible hours$180k - $220k
...seeking an Advisory Director Client Relationship Executive within... ...measurable ROI across shared services, finance, IT, HR, customer service, and industry-specific operations. Operating at the intersection... ...relationships, build pipeline, and drive revenue growth. Solution...PipelineWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Operations Lead — Pipeline & Client Service. Be the first to apply!


