Top 1275 Tax representative Jobs in Remote

AVP, Account Services
Ultimus Fund Solutions —Greenwood Village, CO
- $85,000 - $115,000 a year
- Full-time
- Remote
- Writing skills
- Office
- Analysis skills
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14d
Sales Development Representative - Remote
Glencoco —Remote
- $3,000 - $15,000 a month
- Online Application
- Remote
- English
- Mid-level
- 3 years
- Paid training
- Work from home
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Care Specialist
Mixlab —Remote
- $22 - $24 an hour
- Full-time
- Remote
- High school diploma or GED
- Bachelor's degree
- 2 years
- Commuter assistance
- Health savings account
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Tax Relief Sales Representative (Remote) | 20% Commission
Nationwide Professionals Tax Help —Remote
- $63,047.62 - $125,928.32 a year
- Full-time
- Remote
- Background check
- Computer literacy
- English
- Travel reimbursement
- Paid training
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9d
Tax Preparation Specialist (Remote)
Aspire Financial Solutions —Remote
- $25.73 - $30.99 an hour
- Part-time
- Remote
- Bilingual
- Customer service
- Data entry
- Flexible schedule
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Customer Service Representative
Planned Systems International, Inc. —Remote
- Seasonal
- Remote
- Background check
- Computer literacy
- Research
- AD&D insurance
- Disability insurance
Collections Representative
Quest Diagnostics —Irving, TX
- From $17.71 an hour
- Full-time
- Remote
- 18 years or older
- HIPAA
- Research
- Employee stock purchase plan
- Disability insurance
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3d
HR Contact Center Representative - REMOTE
Ryder System —San Juan, PR
- $18 - $20 an hour
- Full-time
- Remote
- Spanish
- Salesforce
- High school diploma or GED
- Disability insurance
- Health insurance
3d
Remote Inside Sales Representative
Regal Capital Solutions —Remote
- $72,000 - $240,000 a year
- Contract
- Remote
- Computer skills
- Communication skills
- Entry level
- Work from home
- Flexible schedule
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Accounting Coordinator II - REMOTE
Ryder System —Indianapolis, IN
- $21 - $23 an hour
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Payroll Specialist - Remote Eastern/Central
Peoplease —Remote
- Remote
- Computer literacy
- Writing skills
- Mid-level
12d
Billing Coordinator III - REMOTE
Ryder System —New Albany, OH
- $22 - $26 an hour
- Full-time
- Remote
- Customer service
- Computer literacy
- Research
- Disability insurance
- Health insurance
Payroll Resource
Ensign Services —Remote
- $20 - $30 an hour
- Full-time
- Remote
- Microsoft Word
- Research
- Mid-level
- Health insurance
- Dental insurance
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Billing Specialist (Remote)
Champion Tax Relief, Inc. —Orlando, FL
- $23 an hour
- Full-time
- Remote
- Google Workspace
- Mid-level
- Administrative experience
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9d
Lease Admin Coordinator II - REMOTE
Ryder System —Indianapolis, IN
- $18.25 - $18.50 an hour
- Remote
- Research
- Mid-level
- High school diploma or GED
- Disability insurance
- Health insurance
Accounts Receivable Specialist
Flock Safety —Remote
- $65,000 - $75,000 a year
- Email
- Remote
- Mid-level
- Analysis skills
- Continuous improvement
- Paid parental leave
- Health savings account
7d
Life Insurance Agent
The Hire Agency Inc. —California
- $4,200 - $15,000 a month
- Choose your own hours
- Remote
- Sales
- Mid-level
- Finance
- Work from home
- Flexible schedule
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AVP, Account Services
Ultimus Fund Solutions —Columbus, OH
- $85,000 - $115,000 a year
- Full-time
- Remote
- Writing skills
- Office
- Analysis skills
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14d
Fiduciary Advisor - National Expansion - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Phoenix, AZ
- $100,000 - $300,000 a year
- Full-time
- Remote
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Field Sales Representative
The Pittsburgh Paints Co —Virginia
- $45,000 - $55,000 a year
- Overtime
- Remote
- Clean driving record
- Merchandising
- Residential
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AVP, Account Services

Ultimus Fund Solutions -
Greenwood Village, CO

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Job Details

Full-time
$85,000 - $115,000 a year
14 days ago

Qualifications

Financial services
General management

Full Job Description

SUMMARY
The Manager, Account Services oversees the Transfer Agent Operations Team, interacting directly with clients, financial representatives, vendors, and associates. Additionally, this role is pivotal in developing team members, refining processes, and ensuring accountability.

KEY ACCOUNTABILITIES

Ensures timely processing of all transactions through workflow management.
Interprets fund prospectuses and ensure accurate processing.
Develops detailed procedures and instructions for the processing team.
Authorizes processing exceptions per management guidelines.
Provides information and answer questions for fund family contacts.
Determines and interprets required legal documents for processing.
Ensures compliance with SEC, NICSA, and FINRA regulations.
Interprets IRS regulations for retirement plans and tax reporting.
Resolves and processes IRS Tax Levies.

PERSONNEL MANAGEMENT

Manages associates within department including, but not limited to, hiring, training, and developing associates, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions.
Conducts one-on-one and team meetings with associates on a regular basis to discuss new procedures, problems, and issues.
Establishes team and individual goals for department.
Fosters performance of associates and the processes used by them; holds the associates accountable for their work.

WORKING RELATIONSHIPS

Mentors associates through instruction, coaching, real-time on-the-job experiences, and effective practice modeling.
Maintains frequent contact with fund advisor executives and financial brokerage representatives.
Manages escalated situations with difficult callers or clients.
Collaborates with the Transfer Agency Operations Leadership Team to develop new procedures.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

Bachelor’s degree in business administration or a related field.
6+ years of experience in client services or a related field.
1-2 years of management and leadership experience.
Experience within the financial services industry.
Series 6 or 7 license.
Equivalent education and experience will be considered.

KNOWLEDGE

Operational standards, including SEC, IRS, and prospectus regulations.
Retirement products such as IRA, Simple IRA, and other plans.
Proficiency in mutual funds and alternative investment products.
Microsoft Office Suite.
Adobe Acrobat.

SKILLS AND ABILITIES

Leadership skills to foster a positive work environment encourages teamwork, motivation, efficiency, and maximum utilization of staff skills.
Understanding of clients’ businesses to proactively anticipate complications.
Aligns associates with company values and goals.
Plans and delegates the work of others.
Motivates and inspires others.
Assesses the performance of self and associates to make improvements or take corrective action.
Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
Troubleshoots issues utilizing creative and critical thinking skills.
Multitasking, analytical, and organizational skills.
Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
Demonstrates personal integrity, responsibility, and accountability.
Effectively uses resources such as time and information in conjunction with associates.
Participates in solving problems and making decisions.
Presents and expresses ideas and information, written and oral, clearly, and concisely.
Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

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Refine Your Search

tax representative jobs in remote

AVP, Account Services

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