Senior Client Engagement - Tax Operations & Process
Crowe
Crowe in New York, NY is seeking a professional with at least 5 years in client operations or project coordination. The role involves billing support, D365 maintenance, and drafting contracts using various software tools. The ideal candidate excels in workflow management and embraces a proactive mindset focused on continuous improvement. Knowledge of Microsoft Office and integration with AI tools is essential for adapting to changing demands and supporting client goals effectively. #J-18808-Ljbffr Crowe
- ...D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for new projects using... ...Proactively identify risks and resolve operational roadblocks with minimal... ...tools Demonstrated strength in process execution, documentation accuracy...OperationsSeniorTaxWork at officeLocal areaShift work
$21.75 - $44.5 per hour
...part of our DNA across our audit, tax, and consulting groups. That's... ...industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal... .... By leveraging business operations, technology platforms, and process optimization, the CES drives outcomes...OperationsSeniorTaxHourly payContract workWork at officeLocal areaRemote workWorldwideShift work$95k - $110k
...Job Title: Senior Client Services Manager Location: Remote... ...and only AI-powered HCP Engagement Engine. In 2025,... ...submission and approval processes, acting as the day‑to‑... ...across Product, Content, Operations, and Client teams Work... ..., FSA & DCFSA : Pre‑tax savings options for healthcare...OperationsSeniorTaxFull timeTemporary workWork at officeLocal areaRemote workHome officeFlexible hoursShift work$195k - $280k
...Carlin & Van Trigt LLP, based in New York, is searching for a Tax Manager to oversee the review of federal and multi-state... ...technical tax experience, including leadership in managing teams and client engagements. This role requires proficiency in taxation of partnerships...SeniorTax$115k - $145k
.... Role Summary The Senior Associate supports Client Leads by owning internal... ...coordination, operational workflows, and execution... ...Follow established processes while helping... ...reimbursement, pre-tax commuter benefits, Flexible... ...environment that attracts, engages, and retains the...OperationsSeniorTaxSummer workFlexible hours$81.13k - $164.57k
...of the worlds top tax firms. Enjoy a collaborative... ...high-profile clients understand,... ...range of multifaceted engagements, formal training,... ...Group (GEPC) Senior Associate to join... ...employment-based processes including HR policies... ...safeguard business operations and company reputation...OperationsSeniorTaxWork experience placementWork at officeLocal areaRelocation- Dart Solutions is looking for a Corporate Tax Manager to join our team in Manhattan, NY. In this role, you will manage client engagements, supervise staff, and ensure compliance with tax regulations while leveraging your experience in public accounting. The ideal candidate...SeniorTax
$90k - $125k
...Senior, Client Accounting Services New York, NY Title: Senior, Client... ...management services from tax planning and audits to the most... ...and efficiency of financial operations for our clients. This role... ...opportunities to streamline accounting processes, enhance efficiency, and...OperationsSeniorTaxFull time- CPS Inc. is seeking a Tax Senior Manager for its Private Client Services practice in New York City or Boston. The successful candidate will manage multiple tax engagements, implementing tax strategies while mentoring the team. Responsibilities include serving as the Engagement...SeniorTaxPrivate practice
$185k - $225k
...to assessments and follow-up.As a Senior Product Manager on the Client Engagement team, you'll help shape the tools... ..., so they can spend less time on operations and more time focused on care. As... ...the job application or interview process, to perform essential job...OperationsSenior$85k - $140k
CohnReznick in New York City is seeking a Tax Senior Associate to join their Commercial Real Estate Team. In this role, you will serve as the engagement lead on specific client accounts, managing teams and ensuring high-quality service. The ideal candidate will have a...SeniorTax- ...an Accounting & Financial Outsourcing Senior Manager to lead engagement teams and provide strategic financial advisory to nonprofit clients. This role is essential for managing client... ...experience in nonprofit financial operations, grant compliance, and excellent communication...OperationsSeniorRemote work
$85k - $105k
...accounting firm in New York City is seeking a Senior Audit professional to manage audit engagements from start to finish. Responsibilities... ...include leading audit teams, overseeing daily operations, and ensuring high-quality client service. Candidates must hold a Bachelor’s...OperationsSenior$90k - $110k
...Senior Accounting Process Improvement Specialist Get AI-powered advice on this... ...executive protection, security operations, or business resiliency,... ...security solutions for private clients and corporations globally.... ..., financial reporting, tax compliance, and annual audits...OperationsSeniorTaxCurrently hiringImmediate startRemote workShift work$117.2k - $178.7k
...professionals serving clients in major centers of business... ...finance, real estate, tax, antitrust, life... ...experiences. The Client Operations Services & LPM (Legal Project... ...of legal operations, process improvement, technology... ...The role of the senior analyst is to drive profitable...OperationsSeniorTax- Crowe-Global is seeking a Client Engagement Specialist in Washington, DC. This pivotal role involves managing the full lifecycle of engagement... .... Candidates should have a minimum of 5 years in client operations or project coordination, advanced proficiency in Microsoft Office...OperationsTaxWork at office
- ...At Gallagher, we help clients face risk with confidence... ...people prosper. As a Senior Client Service Manager,... ...ensure a seamless renewal process, aiming for a 95%... ...1(K) and Roth options Tax‑advantaged accounts (HSA... ...undue hardship on the operation of our business. Click...OperationsSeniorTaxLive outWork at officeLocal areaFlexible hours
$11 - $29 per hour
Senior Client Engagement Specialist Join H&R Block as a Senior Client Engagement Specialist. In this role you will partner with RIA‑referred clients... ...onboard new clients, manage return tracking and SLA, train Tax Advisors and Client Service Professionals, and collaborate...SeniorTaxWork experience placement$125k - $150k
Client Success is the front line of VTS’s retention engine. As a Senior CSM, you aren't just managing accounts—you... ...how their businesses operate. With the support of... ...driving high-level product engagement, pioneering adoption... ...and vision), pre-tax commuter benefits,...OperationsSeniorTaxWork at officeWorldwideFlexible hours$60k - $70k
Senior Client Service Associate - Little Silver, NJ We are seeking a Senior... ...across all financial processes. Responsibilities New Client... ...processing, coordinate with client’s tax or legal counsel. Client... ...’s Suitability Guidelines, operational processes, and sales model;...OperationsSeniorTaxFull timeTemporary workWork at officeFlexible hours- ...Description We are looking for a Senior Accountant to join our team!... ..., financial statements, taxes, and other financial reports... ...analyze reporting for business operations and budgets Perform audits, ensuring... ...requirements Create new processes to improve financial...OperationsSeniorTax
- ...seeking an experienced Senior Managing Consultant... ...core finance processes — Record to Report... ...& Analysis (FP&A), Tax, and Treasury — and... ...outcomes. Advise clients on optimizing finance operations across R2R, P2P, O2... ...streams on client engagements ~ Demonstrated experience...OperationsSeniorTax
- ...SALT- Income and Franchise Tax Senior Manager / Director... ...returns for your multiple clients- all with the resources,... ...all phases of project and engagement management, because together... ...encountered in the preparation process - Understand client operations, processes, and business...OperationsSeniorTaxLocal area
- ...extension of our clients’ leadership teams.... ...profitability, scaling operations, or planning for... ...a detail-oriented Senior Accountant to join... ...multiple client engagements, ensuring accurate... ...strong accounting processes, and providing insights... ...IFRS and Canadian tax regulations Assist...OperationsSeniorTaxRemote work
$189k - $351k
...Senior Sales Executive Financial Clients We're seeking a Senior Sales Executive Financial... ...motions. You'll be expected to operate with high agency, build... ...for this buyer set Engage senior stakeholders across... ...professionals across legal, tax, accounting, compliance, government...OperationsSeniorTaxLocal areaFlexible hours$124k - $280k
...Senior Manager, Data Management At PwC,... ...support business operations. Those in data quality... ..., and loading processes, to enable the smooth... ..., impactful and engaging messages that tell... ...Validate outcomes with clients, share alternative... ...to specific PwC tax and audit guidance...OperationsSeniorTax$99k - $232k
...integration to support business operations. Those in data quality... ..., and loading processes, to enable the smooth... ...to deliver on client expectations. With your... ...conflicts or issues, engaging in difficult conversations... ...refer to specific PwC tax and audit guidance), the...OperationsSeniorTax$210k - $260k
...and experienced Senior Project Manager to... ...program, providing operational leadership within... ...support governance processes that strengthen... ...development, industry engagement, and serving as a... ...pet insurance. Tax-deferred 401(k)... ...and more. Our clients choose us for our...OperationsSeniorTaxFull timeFor contractors$121.5k - $220k
...Senior Accounting Manager Our client, a large not-for-profit organization,... ...resource to this client, engaging in day-to-day... ...management of financial operations. Your Impact:... ...in development of process innovations to streamline... .../compiling tax schedules for 990 and...OperationsSeniorTaxWork at office- ...We are seeking a Senior Fund Accountant to... ...environment and providing clients with exceptional... ..., Statement of Operations, Statement of Cash... ...year-end audit process, in collaboration... ...general accounting and tax planning to... ...industries. We are also engaged by the attorneys,...OperationsSeniorTaxLocal area
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