Job Category: Generalist Job Description: Job Summary: The Tax Senior Manager, Private Client Services assists... in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related...
decisions and bring claims to resolution. Work in partnership with our clients to deliver innovative solutions and enhance the... improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax...
matching Paid training Employee discounts Referral bonus Tax savings with flexible spending accounts for parking, transit... strong interpersonal communication, soft skills, written, verbal, and on camera Performance Management and conflict resolution skills...
system capabilities to business goals, aligning deliverables to outcomes and steering issues to resolution. Own engagement..., and risk/issue mitigation throughout the customer journey. Orchestrate issue escalation and resolution by coordinating...
as assigned by manager. EXCELLENT BENEFITS: Benefits for this role may include health insurance, pre-tax spending accounts... solving and critical thinking abilities to solve problems of limited scope. Conflict resolution skills. Strong teamwork...
platform fund usage aligns with program intent and customer expectations. Tax & Compliance Operations Coordinate... preparation and filing of required tax forms (1099s, 1042-S, and related filings). Ensure athlete payouts comply with IRS...
, ensuring clear communication and swift resolution of issues. Opportunity Identification: Identify and drive product expansion...) 5. Health care and dependent care Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401...
in ERP system Assist customer service as needed Problem Resolution Rectify problems, such as damages or shortages... required WHAT WE OFFER Competitive salary Retirement Savings: Choose from 401(k) pre-tax and/or Roth after-tax savings Medical, Dental, Disability...
and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work... position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred...
and resolution Internal customer service rep for all assigned office locations- staff, directors, therapists, aides, front desk... Benefits FSA Plans- pre tax savings plans to pay for unreimbursed medical and dental expenses, travel to & from work Company...