- Prepare tax returns and prepare materials and research for consulting projects related to tax planning opportunities
- Work with an engagement team and draw on your experience to provide tax compliance and consulting services to a variety of clients in different industries
- Communicate with clients to gather information to complete tax returns
- Operate in a?dynamic environment, coach interns and entry-level staff,?and share your knowledge and experience with the entire team
- Bachelor's Degree Required
- CPA or qualifications completed to pursue CPA
- 1+ years of progressive experience at a public accounting firm??preferred
- Excellent organizational and time management skills??
- Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams??
- Understanding of Outlook, Excel, Word, Adobe, etc. required?
- Strong understanding of CCH Axcess required
- Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo
- Develop strong relationships internally, and flexibility are required and keys to success?
- Experience preparing returns for partnership, s-corp, individual, or corporation returns and?demonstrate?an understanding of increasingly complex tax concepts??
- Cohen &
-
Client Service
3 weeks ago
Oliver Inc. Cleveland, United StatesJob Description · Job DescriptionAre you looking for a career that challenges you and gives you the opportunity to learn and grow every day? · Oliver Inc. is hiring Our growing Company is looking for enthusiastic talents to partner with our customers for all their printing and p ...
-
Client Services Associate
2 weeks ago
Recruiting Industry Specific Experts, LLC Cleveland, United StatesFee-Only Independent RIA is looking for a motivated, self-starting, passionate team player to join their client service and operations team in the role of Client Service Associate. This position will require the right individual to support the internal advisory teams as well as h ...
-
Client Services Coordinator
1 week ago
Innovative Driven Cleveland, United StatesInnovative Driven is currently seeking a Client Service Coordinator to join a prestigious law firm in Cleveland, Ohio. This in-house position will primarily support the Corporate Practice Group. · This is a full time and onsite position in the Cleveland, Ohio office. · Job Respon ...
-
Client Service Associate
1 week ago
PNC Bank NA Cleveland, United States Full timeDescription · Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. · Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common pro ...
-
Client Service Manager
3 weeks ago
Hylant Cleveland, United States· The Opportunity: · The Client Service Manager is responsible to provide a consistent platform of service and support to identified clients, handling or directing all day-to-day service needs while interacting in a consultative and collaborative way, along with the Hylant team ...
-
Client Service Associate
2 weeks ago
Clearstead Cleveland, United StatesWe are seeking a Client Service Associate at our downtown Cleveland, Ohio wealth management firm. This position will support Private Client Group Advisors, serving as the first point of contact for clients or prospects and providing a wide range of relationship management and adm ...
-
Client Service Administrator
4 weeks ago
OhioMeansJobs|Cleveland-Cuyahoga County Cleveland, United StatesOhioMeansJobs|Cleveland-Cuyahoga County is sourcing Client Client Service Administrator - Group Benefits for a Insurance broker in Downtown Cleveland. · Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? · [JOB PURPOSE]{.underline} · ...
-
Client Service Administrator
9 hours ago
OhioMeansJobs|Cleveland-Cuyahoga County Cleveland, United StatesOhioMeansJobs|Cleveland-Cuyahoga County is sourcing Client Client Service Administrator - Group Benefits for a Insurance broker in Downtown Cleveland. · Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? · [JOB PURPOSE]{.underline} · Re ...
-
Client Service Center Analyst
2 weeks ago
Metlife Legal Plans Cleveland, United StatesJob Description · Job DescriptionMetLife Legal Plans is currently hiring a Client Service Center Analyst & Scheduling Specialist for our Client Service Center Department here at MLP. · This position will be a hybrid position based out of our Cleveland, OH HQ. The position will be ...
-
Commercial Client Service Associate Sr
2 weeks ago
Huntington Bancshares Inc Cleveland, United States· Summary: · The Commercial Client Service Associate Senior provides administrative and operational support for the Commercial Services Team. Within the assigned portfolio, the colleague assists in obtaining client information and document reviews necessary to establish commerci ...
-
Client Service Associate
1 week ago
PNC Financial Services Group Cleveland, United StatesPosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employ ...
-
Client Service Manager
3 weeks ago
Fairport Wealth Cleveland, United StatesYour Future Team: · Fairport Wealth is a values-based, purpose-driven organization that inspires over 2000 families with comprehensive wealth management solutions. Headquartered in Cleveland, Ohio, we serve clients in six regional offices and are strengthened by the resources of ...
-
Client Services Associate
1 week ago
Recruiting Industry Specific Experts, LLC Cleveland, United StatesFee-Only Independent RIA is looking for a motivated, self-starting, passionate team player to join their client service and operations team in the role of Client Service Associate. This position will require the right individual to support the internal advisory teams as well as h ...
-
Client Service Manager
1 week ago
Hylant Cleveland, United States· The Opportunity: · The Client Service Manager is responsible for supporting and collaborating with the sales and service team regarding client employee communication initiatives, client presentations and deliverables, carrier implementations, compliance and new client onboard ...
-
Client Service Manager
3 weeks ago
HighTower Advisors Cleveland, United StatesYour Future Team: · Fairport Wealth is a values-based, purpose-driven organization that inspires over 2000 families with comprehensive wealth management solutions. Headquartered in Cleveland, Ohio, we serve clients in six regional offices and are strengthened by the resources of ...
-
Client Services Coordinator
2 weeks ago
PPS-HPS Cleveland, United StatesJob Description · Job DescriptionClient Services Coordinator · All candidates must have a positive attitude, strong work ethic and the ability to work in a team. This can be a hybrid position upon completion of training. · Applicants must have: · Previous experience in Commercial ...
-
Senior Client Service Specialist
3 weeks ago
Hylant Cleveland, United States· The Opportunity: · The Senior Client Service Specialist is responsible to consistently & effectively develop, enhance and solidify client relationships by providing exceptional customer service in accordance with Hylant standards. Provide a high level of support to fellow tea ...
-
Senior Client Service Associate
1 month ago
Clearstead Advisors LLC Cleveland, United States Full timeWe are seeking a Senior Client Service Associate for our downtown Cleveland, Ohio wealth management firm. This position will support Private Client Services Financial Advisors, serving as the first point of contact for clients or prospects and providing a wide range of relationsh ...
-
Commercial Client Service Associate Sr
2 weeks ago
Huntington Bancshares, Inc. Cleveland, United StatesThe Commercial Client Service Associate Senior provides administrative and operational support for the Commercial Services Team. Within the assigned portfolio, the colleague assists in obtaining client information and document reviews necessary to es Client Service, Commercial, A ...
-
Client Services Attorney
1 week ago
EverStaff Westlake, United States PermanentWe have an exciting opportunity for a direct hire Client Services Attorney position in Westlake, OH. You will test, implement, and train clients on our suite of products. You will collaborate with subject matter experts, software engineers, product managers, and clients to ensure ...
Tax Experienced Staff Accountant, Private Client Services - Cleveland, United States - Cohen & Company
Description
Overview:
Cohen & Company
Certified?Public Accountants
?
We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team
We are open to this position being in any of the following markets: Buffalo, NY; Cleveland, Akron or Youngstown, OH; Pittsburgh, PA; Detroit or St. Clair Shores, MI
Responsibilities:?Estimated Salary Range:? $60,000-85,000*
*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.? At Cohen & Company, we don't stop at setting ourselves apart by offering competitive base compensation.? As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more
About Cohen & Company
?
Named one of Americas Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 800 dedicated professionals across the U.S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at
Learn more about us:
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.