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  • Head of Customer Success - AI ROI Leader (NA)

    Egain Corporation 4.3company rating

    Customer service assistant job in Sunnyvale, CA

    A leading AI knowledge management firm is seeking a Head of Customer Success for North America. This role involves nurturing strategic partnerships with C-suite executives to enhance customer engagement and implement AI ROI strategies. The ideal candidate has over 10 years of experience in customer success, understands the complexities of regulated industries, and excels in communication and strategic thinking. The position is based in Sunnyvale, CA, requiring in-office presence and offers significant responsibility in driving client outcomes and satisfaction. This is a key role for shaping AI transformation in customer operations. #J-18808-Ljbffr
    $130k-171k yearly est. 5d ago
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  • Head of Customer Success - Fintech Growth Leader

    Method Financial

    Customer service assistant job in San Francisco, CA

    A leading fintech company is seeking a Head of Customer Success in Austin, TX. The role focuses on building customer relationships, shaping operational strategies, and managing team performance to drive company growth. Candidates should have over 10 years of experience in customer success and fintech partnerships, along with a data-driven mindset. This position offers an annual salary range of $200,000 to $250,000, aligning with a high-growth environment and the need for operational leadership. #J-18808-Ljbffr
    $200k-250k yearly 4d ago
  • Mobile Marketing & CRM Innovation Lead

    Intuit Inc. 4.8company rating

    Customer service assistant job in Mountain View, CA

    A leading financial software company in Mountain View, California, seeks a Principal Marketing Manager for Mobile Marketing Innovation. In this pivotal role, you will define mobile-first strategies, lead CRM channel growth, and collaborate with teams to enhance customer engagement. The ideal candidate is a visionary with extensive mobile marketing expertise and a track record of successful mobile initiatives. Join us to make a significant impact in the world of mobile marketing. #J-18808-Ljbffr
    $119k-156k yearly est. 5d ago
  • AI Customer Education & Community Lead

    Slope 4.0company rating

    Customer service assistant job in San Francisco, CA

    A dynamic AI startup is seeking a Customer Education & Community Lead to design educational programs and cultivate community engagement. This role involves creating content and facilitating customer success while partnering with various teams. The expected salary range is between $120,000 and $180,000, complemented by equity and comprehensive benefits. If you're passionate about enabling users to master innovative products and shaping marketing within the AI landscape, this is an excellent opportunity. #J-18808-Ljbffr
    $120k-180k yearly 5d ago
  • Senior Customer Success Lead - 0-to-1 Builder (Freight)

    Fleetworks

    Customer service assistant job in San Francisco, CA

    A tech startup revolutionizing freight booking in San Francisco is seeking a Customer Success team member to manage critical relationships and define success processes. You will oversee the customer lifecycle from kickoff to implementation, program manage high-stakes pilots, and collaborate with engineering on integrations. Ideal candidates have B2B customer success experience and a builder mindset, eager to work hands-on with complex requirements. This role promises top-tier compensation and substantial growth potential. #J-18808-Ljbffr
    $122k-181k yearly est. 1d ago
  • Research Services Lead

    Latham & Watkins LLP 4.9company rating

    Customer service assistant job in San Francisco, CA

    About Latham & Watkins Latham & Watkins is a global law firm consistently ranked among the top firms in the world. The success of our firm is largely determined by our commitment to hire and develop the very best and brightest, creating a team that provides our clients with the highest quality of work and service. We are driven by our core values: respect, innovation, and collaboration. About the Role The Research Services Lead is an integral part of Latham's Technology & Information Services team. This role will be responsible for conducting and leading a wide range of legal and non‑legal research and analysis for attorneys and business services staff using a variety of research tools, as well as facilitating skills development and acting as a coach for more junior members of the Research Services team. This role will be located in our San Francisco office. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in‑office presence. Responsibilities & Qualifications Other key responsibilities include: Conducting complex legal and non‑legal research, managing large projects, and synthesizing and analyzing results for relevancy and responsiveness to the specific research request. Monitoring business, industry, and legal news sources for developments regarding clients, industries, and practice areas; utilizing aggregator platforms to assemble relevant results for distribution to attorneys and business services staff. Leading department training and awareness activities. Sharing knowledge and experience with colleagues, facilitating research services staff professional growth, and leading monthly departmental calls. Promoting effective work practices, working as a team member, and showing respect for co‑workers. Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains. We'd love to hear from you if you: Possess expert legal and non‑legal research knowledge and skills, including experience with legal and transactional platforms such as Westlaw, Lexis, CapitalIQ, and Pitchbook. Demonstrate the ability to lead effective department training for attorneys, departmental colleagues, and other business services staff. Exhibit superior communication skills and the ability to work as a team player, manage time well, prioritize effectively, and handle multiple deadlines. And have: A bachelor's degree or equivalent, with a master's degree or J.D., preferably. A minimum of five (5) years of relevant professional experience, preferably. A minimum of seven (7) years of cumulative experience. Benefits & Additional Information Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance. Eligible employees can participate in Latham's comprehensive benefit program which includes: Healthcare, life and disability insurance. A generous 401k plan. At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure. Well‑being programs (e.g., mental health services, mindfulness and resiliency, medical resources, well‑being events, and more). Professional development programs. Employee discounts. Affinity groups, networks, and coalitions for lawyers and staff. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Pay Range USD $125,000.00 - USD $140,000.00 /Yr. #J-18808-Ljbffr
    $125k-140k yearly 5d ago
  • Financial Services - Customer Tax Operations and Reporting - Tax Services Senior Analyst-EDGE

    Ernst & Young Oman 4.7company rating

    Customer service assistant job in San Francisco, CA

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. US - Tax - BTS - FSO CTORS Information Reporting and Withholding EDGE Senior Analyst EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. The opportunity When you join EY EDGE, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute - building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice. Your key responsibilities Work independently, recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely, efficiently, and accurately completed. Tax Projects including but not limited to implementation of new tax laws, moderately complex analysis of tax methods of accounting as well as tax processes or calculations for compliance purposes. Responsible for identifying moderately complex tax related issues and providing recommended solutions via research and/or position development, and documentation. Lead the preparation and review of moderately complex tax/accounting regulatory and tax compliance with limited supervision. Perform and document research and analysis on related accounting and tax issues. Guide team members and be a role model on moderately complex tax projects. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function. Responsibilities include Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services Develop, document, and gain cross functional alignment on processes to support processes and internal teams Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities. Maintain internal network by providing technical assistance to others within EY in area of expertise Provide effective oversight, feedback, and coaching to junior team members Mentor/coach team members to develop technical and leadership capabilities Skills and attributes for success Possesses and applies a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments Proficient using Microsoft products such as Excel, Word, and Power Point Experience with financial and tax applications, such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism Strong attention to detail Good communication skills (both written & verbal) Proven conceptual and analytical ability To qualify for the role you must have Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics 4 - 6 years of increasingly diverse or moderately complex experience in related field Ability to prioritize, handle and track multiple assignments Strong analytical and problem-solving skills Ability to work independently Some supervision skills will be required Strong oral and written communication as well as presentation skills Experience with financial and tax applications such as GoSystems, CorpTax, Onesource, as required by area of specialism Proficient using Microsoft products such as Excel, Word, and Power Point Proficiency in tax accounting systems Willingness to travel as needed, and working in a balanced hybrid environment Ideally, you'll also have CPA, EA, licensed attorney, Project Management Professional, or Six Sigma Black Belt, but not required What we look for We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $75,200 to $124,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $90,200 to $141,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** . #J-18808-Ljbffr
    $90.2k-141k yearly 5d ago
  • CRM Lead

    Now100

    Customer service assistant job in San Jose, CA

    Job Title: CRM Lead Required Skills 5+ years of experience in CRM leadership or consulting roles with Oracle Service Cloud (Fusion). Solid understanding of customer service operations and CRM/contact center best practices. Strong communication, stakeholder management, and onsite leadership skills. Ability to create detailed functional and technical documentation. Experience managing projects in cross-functional enterprise environments Preferred Skills: Oracle certifications (e.g., Oracle B2C Service Certified). Familiarity with scripting (JavaScript, PHP) in Oracle Service Cloud. Experience with middleware/integration tools (e.g., MuleSoft, Oracle Integration Cloud). Understanding of customer experience analytics and reporting (e.g., Oracle BI, Genesys reporting).
    $121k-180k yearly est. 5d ago
  • Customer Success Associate

    Us ENT Partners

    Customer service assistant job in San Francisco, CA

    US ENT Partners helps ear, nose, and throat (ENT) practices achieve cost savings by aggregating purchasing volume to negotiate maximum discounts with manufacturers, distributors, and suppliers. Role Description This full-time Customer Success Associate role is located in the San Francisco Bay Area with a hybrid work model (3 days a week in office). The Associate will handle tasks such as data collection, analysis, interpretation, and communicate findings to stakeholders. This role will contribute to vendor alignment, performance tracking, and the development of actionable insights that support our member practices and internal strategic initiatives. Qualifications Bachelor's degree in Business, Healthcare Administration, Finance, Analytics, or related field 2-4 years of experience in a healthcare, operations, analytics, or consulting environment Strong Excel and data visualization skills (Power BI, Tableau, or similar) Familiarity with healthcare supply chain, group purchasing, or provider operations preferred Strong attention to detail, project management skills, and ability to meet deadlines Excellent written and verbal communication skills Self-starter with the ability to thrive in a fast-paced, hybrid team environment Why US ENT? Joining our team means being part of a dynamic organization that values data-driven decision-making and continuous improvement. We offer a collaborative work environment, opportunities for professional growth, and the chance to make a meaningful impact in the healthcare industry.
    $37k-59k yearly est. 2d ago
  • Customer Success Specialist

    Net2Source (N2S

    Customer service assistant job in Fremont, CA

    Do you love developing and nurturing great relationships? As an N2S Customer Success Specialist, you will be responsible for managing and growing our Fortune 500 accounts, understanding their staffing requirements, and ensuring the successful placement of qualified candidates. You will play a crucial role in building strong client relationships and contributing to the growth and success of N2S Location: Remote from Bay Area, SFC, CA Qualifications: Must have 3-5 years of overall experience in the Staffing & Recruiting Industry with hands on recruiting experience and exposure of client communication preferably with LifeSciences or IT MSP clients. Strong understanding of working with VMS and MSP based accounts. Any experience working with a Hybrid/Offshore delivery model will be a plus. Proven experience in staffing, recruiting & client communication, supporting client/ MSP programs from a supplier side. Strong interpersonal and communication skills. Excellent negotiation and problem-solving abilities. Excellent reputation and relationship-building skills. Ability to work in a fast-paced, target-driven environment. Must be a self driven and highly motivated individual. Proficiency in using applicant tracking systems (ATS) and other relevant software. Key Responsibilities: Be the single point of contact for our Fortune 500 clients Build long-term client partnerships to understand their challenges and provide solution. Maximize market share with a client to make us their trusted staffing supplier. Qualify new job orders and work with the delivery lead for better coverage and support. Present candidates to Hiring Managers and follow up for feedback . Coordinate with Client to schedule candidate interviews and onboarding. Coordinate with recruiting team including screening, orientation, and placement of candidates. Use CRM/ATS (Job Diva) to manage activities. Constant communication with clients to build rapport and to obtain critical information including, job descriptions, referrals, and business leads. Additional Requirements: Must be open to travel across the country, especially locally, and support clients from their offices. Availability to work outside regular office hours, if needed. Benefits of working at N2S: Uncapped Commissions 100% Contribution to Health/Dental/Vision
    $39k-66k yearly est. 1d ago
  • US Corporate Tax Leader | Team & Client Mentor

    Escalon Services Inc. 4.1company rating

    Customer service assistant job in Palo Alto, CA

    A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr
    $80k-132k yearly est. 4d ago
  • Head of Customer Experience & Growth

    Kaizen Stackup

    Customer service assistant job in San Francisco, CA

    A rapidly growing technology company is seeking an experienced Head of Customer Experience to drive go-to-market strategies and enhance customer success. This leadership role demands a strategic thinker who will develop programs to drive product launch effectiveness and team performance. Ideal candidates will have a proven track record in customer success management and strong capabilities in sales enablement and product growth. You'll be integral in shaping the company's vision and achieving business goals through collaborative efforts across departments, fostering innovation and continuous improvement. #J-18808-Ljbffr
    $21k-35k yearly est. 4d ago
  • Automotive Service Leader - Drive Sales & Customer Excellence

    Midas International, LLC 4.1company rating

    Customer service assistant job in San Francisco, CA

    A national automotive service brand is looking for a high-energy Service Advisor to enhance customer satisfaction and drive sales. This role involves greeting customers, building trust through knowledgeable recommendations, and maintaining communication between customers and technicians. Ideal candidates are natural communicators with a competitive spirit. Join a team that values effort and offers top-tier training and career development opportunities. Apply now to take your career to new heights. #J-18808-Ljbffr
    $32k-37k yearly est. 2d ago
  • Senior Java & Spring Microservices Lead

    Virtusa 4.3company rating

    Customer service assistant job in Fremont, CA

    A leading technology consulting firm is seeking a Lead Consultant in Fremont, California. The ideal candidate will have at least 2 years of experience in Java and fluency with the Spring Framework, particularly Spring-Boot. Responsibilities include ensuring effective design and development processes, implementing performance standards, and analyzing organizational data requirements. The position offers an opportunity to work in a dynamic environment, contributing to high availability applications and system architecture. #J-18808-Ljbffr
    $75k-93k yearly est. 5d ago
  • Student Services Assistant

    Option 1 Staffing Services, Inc.

    Customer service assistant job in Palo Alto, CA

    Contract Palo Alto, CA $28-$30 per hour Excellent opportunity to build a rewarding Administrative career with a world renowned University!! Option 1 Staffing is seeking an experienced Student Services assistant to join a hard-working and dedicated team at a world renowned University. Key Responsibilities: Work with prospective applicants to process admissions Receive, distribute and respond to highly confidential documents Collect, gather and validate data prior to entering into database Serve as a resource regarding admissions and financial aid. Review documents for completeness and track files Respond to inquiries via phone and email from students, faculty and staff Qualifications: Strong written and verbal communication skills Basic computer skills and experience with Microsoft Office Suite Strong and accurate data entry skills Prior Admissions or Student Services experience a plus Professional demeanor and excellent customer service skills If you are a Student Services Assistant with a great attitude and an exceptional attention to detail we'd love to talk to you about this opportunity! Option 1 Staffing is an award-winning, recognized leader in staffing and recruiting. We specialize in placing the highest caliber of Non-Clinical Healthcare, Information Technology, Supply Chain, Administrative, and Accounting/Finance professionals in contract and direct-hire opportunities across the nation.
    $28-30 hourly 2d ago
  • Vehicle Service Specialist

    Henley Companies 4.0company rating

    Customer service assistant job in San Francisco, CA

    Text henleyjobs to 23000 to start your application today! Message and data rates may apply. Are you looking to reach your full potential? Do you enjoy meeting new people and working in a team environment? Whether you are looking for a part‑time job with flexible hours, or a full‑time career with excellent advancement opportunities, Henley Companies, the largest franchisee of Valvoline Instant Oil Change, is proud to offer you the tools necessary to succeed. We welcome all types of talent - no matter your background or experience. Wherever your confidence level is, we'll make sure you're trained in the services we offer including changing oil, check/filling vehicle fluids or inspecting/replacing lights and wipers. Our team of trainers are equipped to lead you through the path of self‑made success. That's why we do not require any experience in our service centers! It doesn't matter if you're a recent high‑school grad, a well‑seasoned professional looking for a change, a veteran transitioning back into civilian life or somewhere in the middle. THE TOOLS WE'LL PROVIDE TO YOU Paid on‑the‑job training No late evenings - Most locations close by 7pm Competitive pay set at $24.00 per hour Now offering Earned Wage Access through DailyPay! Promoting from within - 95% of upper‑level management started out in an entry‑level position Safety Shoes, Uniforms & Personal Protective Equipment (PPE) Tuition Reimbursement Employee Discount - 50% off most services for up to 2 vehicles Medical, Dental, Vision, and 401(k) Savings plan Terms and conditions may apply and benefits may differ depending on location Responsibilities Provide exceptional customer service and address any concerns or questions. Perform oil changes, filter replacements, and lubrication services for vehicles. Inspect vehicles for any potential issues or areas that require attention. Conduct basic maintenance tasks such as tire rotations and fluid level checks. Basic computer knowledge/aptitude Keep track of inventory and ensure all supplies are readily available. Maintain a clean and organized work environment. Follow safety protocols and guidelines to ensure a safe working environment. Requirements Attention to detail and ability to follow instructions. Excellent problem‑solving skills Strong customer service and communication skills Ability to work in a fast‑paced environment and handle multiple tasks. Able to learn and follow the VIOC SuperPro process for all services. Must have reliable transportation. Essential Functions Inspecting and replacing car lights and wipers. Check fluid levels and add fluids to vehicle when necessary. Inspect/replace engine air filter and cabin air filter. Add oil to engine in the proper amount based on specifications of vehicle make/model. Able to remove/rotate/lift/reinstall tires for tire rotation service. Lubricate necessary components of the chassis/driveline. Perform additional services on cooling systems and transmissions. Perform second checks by visually verifying and performing proper callouts to ensure all necessary services have been performed. Able to move from bay to bay to perform services on multiple vehicles. Frequently ascends/descends stairs/catwalks/stepstools to retrieve vehicle parts (filters, wipers, etc.) or perform services top side or underneath the vehicle (drain oil, replace filter, differential services, lubrication) Able to work for extended periods of time with arms above your head when performing services underneath the vehicle on a catwalk. Constantly positions self to perform required services under the hood, related to tires, or on catwalk working underneath the vehicle. Able to move/transport items up to approximately 50 pounds. Able to work with tools to perform duties in tight sometimes hard to reach areas. Communicate verbally and receive verbal communication to ensure services are performed accurately, safely and in the proper order. In this position you will be subject to environmental conditions. Activities occur inside and outside and in varying temperature conditions. In this position you will be subject to noise. There is sufficient noise to cause the worker to shout in order to be heard above ambient noise level. In this position you will be subject to hazards. Includes a variety of conditions including but not limited to proximity to moving mechanical parts, moving vehicles, electrical current, exposure to high heat, and exposure to chemicals. In this position you will be subject to atmospheric conditions. One or more of the following conditions that may affect the respiratory system or skin: fumes, odors, dust, mists, gases, restricted ventilation. In this position you will be required to function in narrow aisles or passageways such as catwalks. The above description is not intended to be an “all‑inclusive” list of the duties and responsibilities of the job described, nor is it intended to be such a listing of the skills and abilities required to do the job. Rather, it is intended only to describe the general nature of the job. Henley Companies and its affiliates are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, or any other characteristics protected by law. We participate in the E‑Verify program. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $24 hourly 2d ago
  • Financial Services - Customer Tax Operations and Reporting - Tax Senior

    Ernst & Young Oman 4.7company rating

    Customer service assistant job in San Francisco, CA

    Locations: New York City, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean. At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax Senior - Financial Services Office - Customer Tax Operations and Reporting Services (CTORS) EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! The opportunity Our Business Tax Advisory practice gives you the opportunity to focus on US Tax - Information Reporting & Withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission‑critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes, and systems. The IRW team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non‑resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), FATCA, and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as Common Reporting Standards (CRS). As you progress within EY and our IRW tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm's most senior tax talent. Your key responsibilities You will interface daily with superiors, peers and subordinates and clients on large and small IRW projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analysis and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients' policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients also. Skills and attributes for success Ability to read and interpret IRS Code, regulations and instructionsli> Strong writing skills for policy and procedure writing is a must Ability to interface with all facets of our business Ability to multitask and project management capability Creative problem solving, strong critical thinking To qualify for the role, you must have at a minimum A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred A minimum of 2 years of relevant tax consulting or tax operational experience Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations Ideally, you'll also have Active participation in industry groups such as SIFMA, ABA, IIB The ability to understand and implement tax rules A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters What we look for We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment. Ultimately, if you are ready to progress in your career, take ownership of your development and make a measurable difference in both your career and your community, this role is for you. What we offer you At EY, we'll develop you with future‑focused skills and equip you with world‑class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $96,200 to $158,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $115,300 to $180,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on‑going basis. For those living in California, please click here for additional information. EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** . #J-18808-Ljbffr
    $59k-83k yearly est. 5d ago
  • Customer Success Associate

    Us ENT Partners

    Customer service assistant job in San Jose, CA

    US ENT Partners helps ear, nose, and throat (ENT) practices achieve cost savings by aggregating purchasing volume to negotiate maximum discounts with manufacturers, distributors, and suppliers. Role Description This full-time Customer Success Associate role is located in the San Francisco Bay Area with a hybrid work model (3 days a week in office). The Associate will handle tasks such as data collection, analysis, interpretation, and communicate findings to stakeholders. This role will contribute to vendor alignment, performance tracking, and the development of actionable insights that support our member practices and internal strategic initiatives. Qualifications Bachelor's degree in Business, Healthcare Administration, Finance, Analytics, or related field 2-4 years of experience in a healthcare, operations, analytics, or consulting environment Strong Excel and data visualization skills (Power BI, Tableau, or similar) Familiarity with healthcare supply chain, group purchasing, or provider operations preferred Strong attention to detail, project management skills, and ability to meet deadlines Excellent written and verbal communication skills Self-starter with the ability to thrive in a fast-paced, hybrid team environment Why US ENT? Joining our team means being part of a dynamic organization that values data-driven decision-making and continuous improvement. We offer a collaborative work environment, opportunities for professional growth, and the chance to make a meaningful impact in the healthcare industry.
    $37k-59k yearly est. 2d ago
  • Customer Success Specialist

    Net2Source (N2S

    Customer service assistant job in San Jose, CA

    Do you love developing and nurturing great relationships? As an N2S Customer Success Specialist, you will be responsible for managing and growing our Fortune 500 accounts, understanding their staffing requirements, and ensuring the successful placement of qualified candidates. You will play a crucial role in building strong client relationships and contributing to the growth and success of N2S Location: Remote from Bay Area, SFC, CA Qualifications: Must have 3-5 years of overall experience in the Staffing & Recruiting Industry with hands on recruiting experience and exposure of client communication preferably with LifeSciences or IT MSP clients. Strong understanding of working with VMS and MSP based accounts. Any experience working with a Hybrid/Offshore delivery model will be a plus. Proven experience in staffing, recruiting & client communication, supporting client/ MSP programs from a supplier side. Strong interpersonal and communication skills. Excellent negotiation and problem-solving abilities. Excellent reputation and relationship-building skills. Ability to work in a fast-paced, target-driven environment. Must be a self driven and highly motivated individual. Proficiency in using applicant tracking systems (ATS) and other relevant software. Key Responsibilities: Be the single point of contact for our Fortune 500 clients Build long-term client partnerships to understand their challenges and provide solution. Maximize market share with a client to make us their trusted staffing supplier. Qualify new job orders and work with the delivery lead for better coverage and support. Present candidates to Hiring Managers and follow up for feedback . Coordinate with Client to schedule candidate interviews and onboarding. Coordinate with recruiting team including screening, orientation, and placement of candidates. Use CRM/ATS (Job Diva) to manage activities. Constant communication with clients to build rapport and to obtain critical information including, job descriptions, referrals, and business leads. Additional Requirements: Must be open to travel across the country, especially locally, and support clients from their offices. Availability to work outside regular office hours, if needed. Benefits of working at N2S: Uncapped Commissions 100% Contribution to Health/Dental/Vision
    $39k-67k yearly est. 1d ago
  • Automotive Service Leader - Drive Satisfaction & Growth

    Midas International, LLC 4.1company rating

    Customer service assistant job in San Francisco, CA

    A nationwide automotive service provider is looking for a motivated Service Advisor to engage customers and enhance their experience. In this role, you will build trust through knowledgeable recommendations and drive sales by addressing customer needs. Ideal candidates are natural communicators and thrive under pressure. Join a culture that values energy, ambition, and provides ample opportunities for professional growth and rewarding performance. #J-18808-Ljbffr
    $22k-30k yearly est. 1d ago

Learn more about customer service assistant jobs

How much does a customer service assistant earn in Pleasanton, CA?

The average customer service assistant in Pleasanton, CA earns between $30,000 and $50,000 annually. This compares to the national average customer service assistant range of $26,000 to $42,000.

Average customer service assistant salary in Pleasanton, CA

$39,000
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