Individual Tax Client Relationship Manager Jobs in Rochester, NY

Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business ...

Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business ...

Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)

Capable of managing multiple tasks efficiently. 🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)

Manage the overall client relationship process for complex accounts * Coordinate communication with ... It is not typical for an individual to be hired near the top of the range for a position as ...

Responsible for client relationships within their area of expertise for clients assigned to them ... Meet with assigned business clients and large individual tax clients at least annually, and/or ...

... local wage tax law and policies to ensure Paychex products meet the needs of the client ... Relationship Management - Preferred * Presentations - Preferred * Business Strategies - Preferred

... local wage tax law and policies to ensure Paychex products meet the needs of the client ... Relationship Management - Preferred * Presentations - Preferred * Business Strategies - Preferred

... local wage tax law and policies to ensure Paychex products meet the needs of the client ... Relationship Management - Preferred * Presentations - Preferred * Business Strategies - Preferred

... local wage tax law and policies to ensure Paychex products meet the needs of the client ... Relationship Management - Preferred * Presentations - Preferred * Business Strategies - Preferred

... wage tax law and policies to ensure Paychex products meet the needs of the client. Qualifications * Bachelor's Degree - Preferred * 2 years of experience in Account Management. * 4 years of ...

... wage tax law and policies to ensure Paychex products meet the needs of the client. Qualifications * Bachelor's Degree - Preferred * 2 years of experience in Account Management. * 4 years of ...

Build effective client relationships and identify tax issues, research solutions, and deliver ... Exceptional customer service and communication skills, with the ability to manage multiple ...

Build effective client relationships and identify tax issues, research solutions, and deliver ... Exceptional customer service and communication skills, with the ability to manage multiple ...

Lead and manage tax compliance and planning engagements for a diverse portfolio of mid-market ... Excellent communication and client relationship management abilities. * Entrepreneurial mindset ...

... next Tax Manager . This role offers the chance to work closely with senior leaders, external ... Also, this tax role is NOT focused on any individual tax return work, it's a pure corporate tax ...

Serve as the primary client contact, build trusted relationships, and provide strategic tax ... Experience with corporate taxation, consolidations, partnerships, individual taxation, corporate ...

Serve as the primary client contact, build trusted relationships, and provide strategic tax ... Experience with corporate taxation, consolidations, partnerships, individual taxation, corporate ...

... maintain client relationships, working alongside seasoned CPAs and industry leaders ... Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or ...

... Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services ... relationships with clients. Withum's brand is a reflection of our people, our culture and our ...