Client Success Specialist — Tax Credit & FinTech Impact
Fintitan, LLC
FinTitan is seeking a Client Success Representative to act as the primary contact for existing clients, handling timely status updates and documentation collection. The role requires outbound dialing, strong organization, and a client-focused approach in a fast-paced environment. You will engage clients by phone and email, move cases forward through submission to review, and ensure accuracy of records while meeting performance metrics. #J-18808-Ljbffr Fintitan, LLC
- ...where financial services meet tax credit expertise. At FinTitan and... ...recover from the pandemic's impact. As a member of our team, you... ...American CPAs and tax specialists work tirelessly to ensure businesses... ...Position Summary The Client Success Representative serves as a...TaxTemporary work
- ...environment where financial services meet tax credit expertise. At FinTitan and ERTC.com, we... ...and recover from the pandemic's impact. As a member of our team, you will have... ...rapport and builds strong relationships with clients/customers. Follow up daily with multiple...TaxTemporary work
- ...loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios across all Commercial Community Bank... ...disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan to...TaxFull timePart timeWork at officeShift workDay shift
$65k - $150k
...Wealth Management firm seeking a Tax Accountant who’s ready to learn, take... ...and financial questions from clients, becoming a trusted partner in their success Support clients with accounting... ...development and mentorship Make a direct impact in the lives of small business...TaxWork experience placementWork at office- ...trusts, partnerships, estates, and non-profits across tax planning and preparation, bookkeeping, payroll, and assurance... ...it for decades. What you’ll do Maintain client books in QuickBooks: bank and credit card reconciliations, journal entries, AP/AR, month-end...TaxFull timePart timeWork at officeFlexible hours
$124k - $335k
...ApplicableSpecialismGeneral Tax ConsultingManagement... ...and solutions to clients in complex and niche areas... ...research and development tax credits. Within our Tax... ...craft and convey clear, impactful messages that tell a holistic... ...contributes to the success of our firm, as you deepen...TaxFull timeH1b- ...Five Years of ServiceThe Credits and Incentives Senior... ...financial assistance, tax savings, and other incentive... ...opportunities for clients. The Senior Consultant... ...legislation that could impact the program.Value: Travel... ...Skills: To perform this job successfully, an individual must...TaxFull timeLocal area
$77k - $214k
...ApplicableSpecialismGeneral Tax ConsultingManagement... ...and solutions to clients in complex and niche areas... ...research and development tax credits. Within our Tax... ...and contribute to the success of our clients within the... ...qualified applicants that are impacted by the Los Angeles...TaxFull timeH1b$99k - $266k
...ApplicableSpecialismGeneral Tax ConsultingManagement... ...and solutions to clients in complex and niche areas... ...research and development tax credits. Within our Tax... ...accountable for project success and maintaining standards... ...qualified applicants that are impacted by the Los Angeles...TaxFull timeH1b$77.33k - $157.67k
...at one of the worlds top tax firms. Enjoy a... ...culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition... ...team helping high-profile clients understand, analyze, and... ...other taxes and their impact on property taxStrong knowledge...TaxWork experience placementLocal area- Fintech LLC is seeking a Client Support Specialist in Tampa, FL, to deliver proactive client support, resolve inquiries, and assist with financial operations and technical assistance. You will be the primary contact for clients, helping them understand and use our products...
$124k - $335k
...ApplicableSpecialismState & Local Tax (SALT)Management... ...role in helping our clients navigate complex tax... ...teams contributes to the success of our firm.In this role... ...and employment tax, credits and incentives, and indirect... ...applicants that are impacted by the Los Angeles County...TaxFull timeH1bLocal area$99k - $266k
...ApplicableSpecialismGeneral Tax ConsultingManagement... ...- Energy Incentives & Credits Manager, you will focus... ...and solutions to clients in complex and niche areas... ...projects, confirming their successful planning, budgeting,... ...qualified applicants that are impacted by the Los Angeles...TaxFull timeApprenticeshipH1b$77k - $214k
...ApplicableSpecialismState & Local Tax (SALT)Management... ...to help our clients solve their business issues... ...payroll and employment tax, credits and incentives, and... ...need as individuals to be successful and progress in our... ...qualified applicants that are impacted by the Los Angeles...TaxFull timeH1bLocal area$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on... ...advice and guidance to clients on tax planning, compliance... ..., contributes to the success of our Firm.Examples of... ...and convey clear, impactful and engaging messages that... ...K-1 income, state tax credits, and composite returns,...TaxFull timeH1bRemote work$150k
...ApplicableSpecialismGeneral Tax ConsultingManagement... ...- Energy Incentives & Credits Director, you will... ...advice and solutions to clients in complex and niche areas... ...development efforts, making impactful decisions and... ...are foundational to our success.In this role, you will...TaxFull timeApprenticeshipH1b$58.3k - $111.9k
...deliver results and make an impact. We embrace you for who... ...DNA across our audit, tax, and consulting groups.... ...problems for our clients and serving our core markets... ..., is part of what sets successful consultants apart.... ...Consultant to support credit risk consulting projects...TaxLocal areaWorldwide- ...leveraged middle market credit relationships typically... ...with prospects and clients. Underwrites, structures... ...company performance and the impact of industry and... ...related advanced degree. Has successfully held similar role with... ...death and dismemberment, tax-preferred savings...TaxFull timePart timeShift workDay shift
- ...standards of performance and success. This position could be... ...General Description: The Client Accounts Specialist will work with Holland &... ...and resolving aged invoices, credit balances, and aged unbilled... ...term disability insurance; tax-advantaged accounts for health...TaxTemporary workWork at office
- Position: Corporate Tax Accountant Location: Tampa, FL Duration: Direct Hire Primary functions are facilitating tax compliance for the... .../use tax audits, real/personal property tax audits, and tax credit opportunities. Calculating and reconciling to the general ledger...TaxFull timeLocal area
- Fintech in Tampa, Florida is seeking a Bilingual Client Support Specialist to manage client relationships and ensure clients understand and use our full product suite. The role combines client support, problem-solving, and financial operations assistance. Responsibilities...
- ...Toyota and Raymond, we pride ourselves in successfully partnering with our customers to offer... ...escalating any concerns or discrepancies that may impact financial performance or compliance.... ...statements. Manage and prepare sales tax filings, including calculating sales tax...TaxFull timeWork at officeLocal areaFlexible hours
- ...rewarding professional pathways. Our Customer Success Representatives serve as brand... ...management done right, careers done better, and impact done daily. What You’ll Be Doing... ...peace of mind. You’ll work closely with clients to ensure they understand their options,...Full time
$50k
...first. With over 9 million clients and 20,000 financial advisors... ...purpose: We partner for positive impact to improve the lives of our... ...part of our firm, and we credit much of our success to their unique experiences... ...a 401k retirement plan, and tax-advantaged accounts: health...TaxWork at officeWork from homeHome officeFlexible hours- ...sales professional to make an impact. You have found the right... .... As a Strategic Supplier Specialist within the Supplier Experience... ...outbound sales calls to our Client's Suppliers to introduce and... ...workforce are directly linked to our success. We are an equal opportunity...
- ...with enterprise objectives. The successful candidate will combine strong... ..., liquidity, collateral, credit, and covenant implications associated... ...high cost scenarios and the impact of claim activity or market... ...outcomes. Support accounting, audit, tax, and financial disclosure...TaxFull timeLocal area
$25 - $26.62 per hour
...Growth and delivering for our clients, teammates, communities and shareholders... ...and contribute to our shared success. This includes attracting and... ...our workforce and positively impact the communities we serve. Bank... ...reviewing legal and/or tax documentation Experience using...TaxHourly payWork at officeWork from homeMonday to FridayFlexible hoursShift workDay shift- ...Deltek, Inc. invites you to join its Summer Internship Program as an Onboarding Success (OS) Intern. You will work directly with the Computer Ease Payroll Tax, Engagement, and Onboarding teams to support external customer programs and internal colleagues. The role...TaxInternshipSummer internshipRemote work
- ...standards of performance and success. This position could be... ...Description We are seeking a Senior Client Accounts Specialist to join our team. This is an... ...of aged invoices, credit balances, and unbilled inventory... ...long term disability insurance tax-advantaged accounts for...TaxTemporary workWork experience placementWork at office
- ...NewRez, LLCContact prospective clients to develop and maintain referral... ..., including but not limited to credit reports, income verification,... ...requires a good credit score, no tax liens and a clean criminal background checkMinimum successful 3 years mortgage loan...Tax
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